Setup process
From business details to a working voice agent.
DDAI Voice handles configuration, training, testing, phone connection, and launch so your business does not have to build the underlying system yourself.
1. Tell us about your business
Share the details your voice agent should understand.
- Products and services
- Business hours and locations
- Company policies and FAQs
- Scheduling and appointment rules
- Call-routing and escalation instructions
- Directions, online resources, and caller guidance
2. Define what the agent should do
Tell us how you want the agent to assist callers.
- Answer incoming calls
- Explain products and services
- Route callers to the right person or department
- Take messages and collect customer information
- Qualify leads and assist with onboarding
- Complete approved outbound calling workflows
3. Provide training materials
Supply approved information that applies to the calls your agent will handle.
- Product catalogs and service descriptions
- Pricing information and policy documents
- Training manuals and sales scripts
- Troubleshooting guides and FAQs
- Campaign instructions and approved talking points
- Links to relevant online resources
4. Set up inbound calling
For inbound service, your agent can use the phone setup that fits your operation.
- A new dedicated business number
- Call forwarding from an existing number
- An eligible ported number
- A compatible SIP or PBX connection
- Configured greeting, hours, transfers, fallback behavior, and message handling
5. Set up outbound campaigns
For approved outbound campaigns, sales calls, reminders, or customer outreach, provide the required campaign instructions.
- Campaign purpose and approved script
- Relevant product or service information
- Qualification questions and required disclosures
- Transfer or follow-up instructions
- Authorized call-list CSV with names, phone numbers, campaign type, notes, and callback details
6. Review and test the agent
Before launch, we review the configuration with you and test the caller experience.
- Greeting and call opening
- Business information and service responses
- Routing, transfers, scheduling, and lead collection
- Support escalation and fallback responses
- Outbound scripts and campaign outcomes
7. Launch and manage your agent
Once approved, the agent is connected to the appropriate phone number or calling workflow.
- Review call history, summaries, messages, leads, appointments, and transfers
- Track campaign outcomes, usage, minutes, billing information, and training-update requests
- Keep outbound campaigns aligned with applicable consent, calling-time, identification, opt-out, and regulatory requirements
