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Login / Sign Up

  1. Go to SubVerse Dashboard
  2. Sign up or log in with your credentials.

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Create a Voice Agent

  1. Click on Create New Agent or select a template from the list.
  2. For starters, you can select from the default pre and post sales (inbound and outbound) use cases from templates.
  3. To create a new use case, provide a Usecase Name (only alphanumeric and underscores are allowed).

To save time, you can also duplicate any existing use case by clicking on the copy icon.

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Customize your Agent

  • Initial Prompt: Set an introductory message for the agent.
  • System Prompt: Define agent behavior, identity, and response style.
  • Speech Detection Settings: Choose language, interruptions, and accuracy.
  • Voice Settings: Select TTS language, voice, quality, and speed.
  • Call Settings: Configure transfer numbers (for realtime escalations to human agents), communication methods, and DTMF settings.
  • LLM Tools: Select tasks like end_call, transfer_call, or query_knowledge_base.
  • Knowledge Base: Attach relevant company documents for agent reference.

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Test Call

  1. Once you save the agent configuration, hover over to the voice agent you just created.
  2. Click on Make Call icon to initiate a test conversation.
  3. Adjust settings as needed and refine the agent responses.

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Setup a Phone Number

  1. Visit Telephony tab, you will see Outbound and Inbound numbers sections.
  2. Note down the outbound phone number assigned to you.

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Get an API Key

  1. Visit API keys tab, and create a new API key.
  2. Copy and save the generated API key securely.

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Finish Shopify setup

Now, you can head back to Shopify interface to complete the setup.

Agent Configuration

Best practices for agent prompting and other settings

Telephony

Setup telephony to make or receive calls

Workflow

Take more actions by setting up workflow automation

Monitor Performance

See transcripts, recordings, analysis of agent-customer interactions