Step 1: Start from a template
Go to Agents > Voice Agents in the left sidebar and click + New Voice Agent. Pick the template closest to your use case:
Step 2: Describe your agent
The setup step asks for three things:
- Voice agent name — e.g. “Sales agent — North region”.
- Custom requirement (optional) — the more specific, the better the generated prompt. Tell it your company, product, target customer, and call goal: “Bank X selling personal loans up to 30M VND, target young professionals, goal: get them to install the app and start onboarding.”
- Contact fields the bot will know — check the fields (like
{{fullName}}or{{lastState}}) you want available as placeholders. At call time these are filled with the contact’s real data, so the agent can open with “Hi Minh, I’m calling about…” instead of a generic greeting.
Step 3: Review the generated prompt
You land on the agent’s page. Open the General tab and read the generated System Prompt end to end:
- Fix anything factually wrong about your business — the generator only knows what you told it.
- Add guardrails it missed: what the agent must never promise, when it should give up gracefully.
- Check Region (US or Vietnam) — pick the region closest to your callers for the lowest latency.
Step 4: Choose models and a voice
Open the Model Settings tab. Three sections, top to bottom:\
- Speech Recognition — set the Language your callers speak. If your calls contain brand names or technical terms the transcriber might mishear, add them to Key Terms.
- AI Model — the provider and model that powers responses. Defaults are sensible; see Voice Agent Settings for when to deviate.
- Voice Synthesis — pick the Language and then a Voice. This is the most audible decision you’ll make — listen to a few before settling.
Step 5: Talk to your agent
Open the Preview tab and click Start a test call. The call runs right in your browser — no phone needed:
- If your prompt uses contact placeholders, fill in test values for them first (e.g. set
fullNameto your own name). - Watch the live transcript as you talk — it shows exactly what the speech recognition heard, which is invaluable when an answer goes wrong.
- Try interrupting the agent mid-sentence, staying silent, and going off-script. These are the things real callers do.
Step 6: Publish
Your edits live in a working draft until published. When the agent behaves the way you want, open the Versions tab and click Publish (optionally request a teammate’s review first):
Step 7: Put it on a phone
A published agent can already take web calls. For real phone traffic:- Inbound — assign one of your team’s phone numbers to the agent under Advanced Settings > Phone Number. From then on, calls to that number are answered by this agent.
- Outbound — enroll contacts in a Campaign that uses this agent, or trigger calls via the API.
Phone numbers are managed at the team level (imported from Twilio or connected via SIP). If your team has no numbers yet, contact your Revve administrator to get one provisioned.
What’s Next
- Voice Agent Settings — tune turn-taking, interruptions, voicemail, call transfer, and more, with defaults and recommendations.
- Creating a Campaign — put your new Voice Agent to work on outbound calls.