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Voice AI Agent Onboarding Guide

Updated over a week ago

AI Voice is an automated outbound calling feature that calls customers who abandon checkout(currently the only use case) and helps recover orders using AI.

This guide walks you through the complete process of enabling and onboarding a Voice AI Agent—from feature activation to having a ready-to-use workspace and agent.

Enable Voice AI Agent Feature

  1. Navigate to Journey → AI Voice Agent in the dashboard.

  2. Submit a request to Enable AI Voice Agent.

  3. Click on Contact Support.

  4. Our support team will enable the feature for your account.

Once the feature is enabled, you can proceed with the onboarding steps below.


Step 1: Create Your Workspace

Set up your Voice AI workspace with basic business details.

Workspace Details

  • Store Name : Mandatory - Brand / store name.

  • Value Proposition : Mandatory - A one-line description highlighting what makes your business valuable

  • Store Rating : Rating out of 5.0, to build customer trust and credibility.

  • Total Customers : To show brand scale and popularity.

  • Orders Fulfilled: To show operational credibility and experience.


Step 2: Policies & Configuration

Return Policy

Configure your product return and refund settings:

  • Return Window (days): 3
    Number of days customers can return a product

  • Refund Timeline (days): 7
    Days required to process refunds

  • Processing Fee: 0
    Fee charged for returns

Shipping Policy

Define your shipping terms:

  • Minimum Delivery Days: 5

  • Maximum Delivery Days: 14

  • Free Shipping Minimum: 0
    Minimum order value required for free shipping

Cash on Delivery (COD)

Configure COD payment options:

  • Enable Cash on Delivery:

    COD Additional Fee: 0
    Extra fee charged for COD orders


Step 3: Assistant & Agent Configuration

Assistant Type

  • Assistant Variant: Checkout Recovery Voice Agent

Variant Configuration

Configure pitch strategies used during abandoned cart recovery calls:

  • Pitch Flow: * : What the AI will highlight in the call and in which order.

    Minimum 3 pitch flow to be selected

    • Company USP

    • Product Value

    • Return Policy

    • COD Availability

    • Discount Offer

  • Discount Rules:
    Enable or disable discount offerings during calls

Assistant Identity

Define how your Voice AI agent sounds and behaves:

  • Assistant Name: *
    Example: Abandoned checkout voice agent with discount

  • Agent Name: This is the name the voice agent uses to introduce itself to customers during calls (e.g., “Hi, I’m Sarah calling from…”).

  • Voice Gender: Female/Male

  • Voice: Select a preferred voice

Personality Traits

To control tone and style of conversation.

Choose traits that define the agent’s communication style:

  • Persuasive

  • Professional

  • Premium Feel

  • Elegant

  • Understated

  • High Energy

  • Sales Focused

  • Support


Step 4: Target Audience

To tune communication style by age group.

Define who your Voice AI agent should engage with.

Ideal Customer Profile

  • Primary Language: Hinglish (Hindi + English)

    Select the language the voice agent will use during calls (choose from the dropdown).Location Tiers

Select Applicable Regions:

  • Metro / Urban

  • Tier 1

  • Tier 2

  • Tier 3

  • Rural

Target Age Groups

  • Gen Z (18–25)

  • Millennials (26–40)

  • Gen X (41–56)

  • Boomers (57+)

Target Audience Segments

  • Male

  • Female

  • Children


Step 5: Call Timing

Configure when the Voice AI agent should make calls. Other parameters are auto-configured.

Call Time Slots *

Choose one option:

  • Continuous (8 AM – 8 PM)
    One continuous slot throughout the day for maximum reach

  • Two Slots (Morning & Evening)

    • Morning: 8 AM – 11 AM

    • Evening: 5 PM – 8 PM

Automatic Configuration (Pre-set)

  • Max call duration: 200 seconds

  • Concurrent calls: 5

  • Retry attempts (no pickup): 2

  • Retry attempts (low engagement): 1

  • Re-attempt period: 300 seconds (5 minutes)

  • Max reschedule count: 1


Step 6: Review & Submit

Review all configurations carefully before submitting.

Click Submit to complete onboarding.


Once submitted:

  • Your workspace and Voice AI agent are ready

  • You can now start setting up conversation flows for your Voice AI agent and go live with abandoned cart recovery calls.


For further assistance or to raise feature requests with respect to Voice agent onboarding, please reach out to [email protected]

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