Skip to main content

Set up your AI Agent

Configure the AI Agent voice, greeting, custom instructions, and active phone lines.

C
Written by Chris Winn

Use the AI Agent settings page to define how the agent sounds, how it starts calls, and what guidance it should follow.

Before you start

  • You must be an account admin to manage AI Agent settings.

  • Your account must have LeadSimple phone features available.

  • Set up at least one phone number if you plan to route calls or texts to the agent.

Configure the agent

  1. Open Settings > AI Agent.

  2. On the Configuration tab, choose a Voice. Use the preview button to hear the voice before saving.

  3. Enter the First Message. This is the first thing the agent says when it answers a call.

  4. Add Custom Instructions for account-specific behavior, wording, escalation rules, or questions the agent should ask.

  5. Select Save.

Review active agent lines

The Active Agent Lines section shows phone numbers currently routed to the AI Agent. If no numbers are listed, go to Settings > Phone and route a number to Forward to AI Agent.

Add knowledge

Open the Knowledge Base tab to add policies, FAQs, leasing guidance, maintenance instructions, owner FAQs, and emergency instructions the agent should reference.

Changes to voice, greeting, instructions, and knowledge base entries apply to active AI Agent phone lines after saving.

Did this answer your question?