Step-by-Step Setup Guide for Testing Charlie Talks AI Phone Setter
Step 1: Access the Test Environment
Log in to Dashboard: Ensure you have access to the test environment for configuring your AI phone setter.
Step 2: Create a New Voice Setter
Navigate to AI Setter Configuration: Go to the AI setter configuration section on your dashboard.
Click on New Setter: Select the option to create a new setter.
Select Voice Setter: Instead of the DM setter, choose the voice setter option.
Name and Customize: Give your new voice setter a name and select a color.
Step 3: Configure AI Setter Settings
General Settings: Access the AI setter settings page.
Workflow Overview: Review the entire workflow, similar to the DM setter configuration.
Add Objections: Configure objections for your voice setter to handle various scenarios.
Step 4: Input Business Information
Settings Section: Navigate to the settings section on the left-hand side.
Business Information: Enter your business's legal address and phone number to comply with SECS FCCS requirements.
Select Model and Voice: Choose the model (recommend 4.0 turbo) and select the voice (e.g., Jennifer from Play HT).
Step 5: Voice Configuration
Configure Voice Settings:
Background De-noising: Enable background de-noising.
Voice Speed: Set the voice speed to 1x for normal pacing.
Skip Fill Injection: Do not enable fill injection as it is still under testing.
Step 6: Set Up Conversational Flow
Intro Messages and Questions: Add introductory messages and questions.
Instructions for AI: Provide instructions on how the AI should handle each question.
Objections Handling: Input various objections and the corresponding responses.
Step 7: Publish and Test
Publish Changes: After configuring your settings, click on the "Publish" button to save changes.
Test the AI Setter: Use the “Talk with Voice” feature to test the AI phone setter’s responses.
Example Interaction: Initiate a conversation and evaluate the AI's performance in handling queries and objections.
Step 8: Access and Further Testing
Access Link: You will receive a link to access the test configurations.
Role-Playing: Begin configuring and role-playing with the AI setter to ensure it meets your requirements.
Prepare for Live Deployment: Additional videos and instructions will be provided for deploying the AI setter live.