This guide shows you how to activate your AI assistant as a voice agent. You’ll learn how to connect a phone number, set up outbound calling, and carry context between SMS and calls using Agent Suite automations and custom fields.
1. Select and Add a Voice
Go to the top-right corner and click the Voices icon (three bot heads).
Choose from existing voices or click Import Voice to pull one from ElevenLabs.
Search a voice (e.g., “Zuri”), click import, and it’ll appear in your voice list.
To clone your own voice:
Upload an MP3 or MP4 (under 2 minutes).
Go to the Cloned tab to find your custom voice.
Click the Phone icon (top-right).
Select an existing number or click Buy Number to purchase a new one using an area code.
If an area code isn’t available, try another or wait until one is.
Click the three dots on a number → choose the assistant you want to connect it to → save changes.
The number is now live and linked to your bot for inbound calls.
Create a workflow and use the action: Make AI Call.
You’ll need your assistant’s ID. Go to your assistant and click the copy button next to the ID (top-left).
Paste that ID into the workflow’s assistant ID field, save and publish.
Add any trigger you want (e.g., form submission) to start the call.
These help maintain conversation history across SMS and voice:
Message History – large text field
Last Message – text field
Last Call Transcript – large text field
Last Call Summary – large text field
Recording URL – text field
Call History Summary – large text field
Accumulated Call Time (sec & min) – numerical fields
Create a new workflow with an Inbound Webhook Trigger.
Copy the webhook URL and go to your assistant’s Call Settings.
Paste the webhook URL into the Post Call Webhook field and send a test call to generate the mapping reference.
Back in your workflow, use the mapping reference to access call data like summaries and recordings.
Find the contact using Contact ID sent from the webhook.
Use a GPT step to create a Master Call History Summary.
Combine the new call summary with previous summaries.
Update contact fields:
Call Summary
Call Transcript
Recording URL
Call Time (Seconds & Minutes)
Create a trigger for Customer Replied (Any Channel).
Append the message body to Message History field.
Update Last Message field with just the new message.
In outbound calls, use Custom Variable 1 to pass Message History so the bot has full SMS context.
In your outbound call workflow, pass Contact.MessageHistory into Custom Variable 1.
In the assistant prompt, reference {{ custom1 }} to give the AI the full message context.
Useful when switching from SMS to voice and maintaining conversation flow.
Use short, clean names for custom fields to stay organized.
Always test the webhook connection before finalizing the workflow.
Use the logs inside the assistant to see how post-call data is being received.
Clone voices under 2 minutes long for best results.