The voice settings page configures the inbound AI voice agent. The page is owner-only — non-owners can't see it.
What you can configure
- Phone number — the number callers dial to reach the agent.
- Routing pipeline — the pipeline calls feed into.
- Default owner — who gets attribution when calls are linked into the CRM.
- Greeting — the agent's opening line. You can include variables (caller name, time of day) using the variable picker.
- Agent instructions — system prompt that shapes the agent's behavior (tone, what to ask, what to escalate).
Tips
- Keep the greeting short. Long greetings push callers to hang up before the agent has done anything.
- In instructions, focus on policy ("always confirm address before ending", "escalate emergencies to dispatch") rather than scripted language. The agent does the language; you give it the rules.
- Use variables — they're cheap personalization that materially improves how natural the agent sounds.