AI Agent Builder

The AI Agent Builder is a guided, conversational interface for creating agents. Instead of filling out a form, you describe what you want in plain language and the AI generates a complete agent configuration for you.

Opening the Builder

1. Navigate to Agents in the left sidebar.
2. Click the AI Agent Builder button (the button with a sparkles icon).
3. The builder opens with a chat interface on the left and a configuration preview on the right.

The Chat Interface

The left panel is a chat where you describe your agent. Start by telling the AI what kind of agent you need. Be specific about:

• The business type — What industry or business the agent serves
• The agent’s role — What it should do (book appointments, qualify leads, answer FAQs)
• Key details — Business hours, location, services, pricing
• Tone and style — Formal, casual, friendly, professional

Example Prompts

Here are examples of effective descriptions to give the AI:

Appointment booking agent:

“I need a dental appointment booking agent for Bright Smile Dental. They’re located at 123 Main St, Springfield. Open Monday through Friday 8am to 5pm. The agent should be warm and friendly, collect the caller’s name and preferred appointment time, and confirm the booking.”

Lead qualification agent:

“Create a lead qualifier for a solar panel installation company called SunPower Solutions. The agent should ask about the caller’s home ownership status, roof age, monthly electricity bill, and whether they’ve considered solar before. Qualify leads as hot, warm, or cold.”

Customer support agent:

“I need an after-hours support agent for a property management company. It should handle maintenance requests by collecting the tenant’s name, unit number, and a description of the issue. For emergencies like flooding or no heat, it should provide the emergency maintenance number: 555-0199.”

Refining the Output

After the AI generates the initial prompt, you can continue the conversation to refine it:

• “Make the greeting shorter and more casual”
• “Add handling for Spanish-speaking callers”
• “Include a step where the agent asks for an email address”
• “Add FAQ responses about insurance acceptance”

Each refinement updates the preview on the right in real time.

Integration Context Panel

The builder shows a panel with your connected integrations, including GHL, HubSpot, Google Calendar, Calendly, and Slack. When you mention integration-related tasks in your description, the AI automatically incorporates them:

• “Book appointments on my Google Calendar” — The generated prompt includes calendar booking instructions.
• “Update the contact in HubSpot after the call” — The builder suggests a workflow for CRM updates.
• “Send a Slack notification when a lead is qualified” — The builder adds a notification action.

Voice Picker

Below the chat, the voice picker lets you select a voice for the agent:

1. Your connected voice provider is shown.
2. Browse available voices in a list.
3. Click the play button next to any voice to hear a preview.
4. Select the voice that best matches your agent’s personality.

Live Preview Panel

The right panel shows the generated agent configuration in real time:

• Prompt — The full agent prompt, updated as you refine your description. You can edit this directly.
• Voice — The selected voice with a preview button.
• Phone number — The assigned number, if selected.
• Provider — The voice provider being used.

You can make manual edits to any field in the preview panel. Changes you make here are preserved even if you continue the chat conversation.

Phone Number Assignment

Optionally assign a phone number from the dropdown. This list shows numbers synced from your voice provider that aren’t assigned to another agent. You can skip this step and assign a number later.

Templates

The AI builder includes templates for common agent types to give you a starting point:

• Appointment Booking — For scheduling-focused agents
• Lead Qualification — For sales funnel intake
• Customer Support — For FAQ and issue resolution
• After-Hours Answering — For handling calls outside business hours
• Survey/Feedback — For collecting customer feedback

Click a template to pre-fill the chat with a starting description. You can then customize it for your specific business.

Review and Create

Before creating the agent, the builder shows a summary of everything that will be created:

• Agent name
• Voice provider and selected voice
• Full prompt text
• Phone number (if assigned)
• Client assignment (if selected)

Review each section carefully, then click Create Agent to finalize. The agent is saved in BuildVoiceAI and synced to your voice provider.

After Creation

Once created, you’ll be taken to the agent’s detail page where you can:

• Make a test call to hear the agent
• Make further edits in the Agent Editor
• Add a knowledge base for reference material
• Set up workflows for post-call automation