Welcome to Rock8.ai! This guide will help you create your first voice agent and get it running in just a few minutes.
Prerequisites
- A Rock8.ai account (sign up at rock8.ai)
- A phone number (we'll help you set this up)
- Basic understanding of AI and voice technology concepts
Step 1: Create Your First Agent
Navigate to the Agents section and create your AI voice agent.
- Go to Agents section and click "Create with Template" or "Create from Scratch"
- Enter your agent name and description
- Configure voice and basic settings
- Save your agent
Step 2: Configure Phone Numbers
Set up your phone numbers to receive calls for your voice agent.
- Go to Phone Numbers section
- Choose your provider Plivo or Twilio(IN or US)
- Rent or configure your phone number
- Link the number to your agent
Step 3: Upload Knowledge Base
Upload documents that your agent can reference during conversations.
- Navigate to Knowledge Base section
- Upload PDF, URL, or FAQ files
- Organize your documents by category
- Test knowledge retrieval
Step 4: Import Your Audience
Create and manage your contact lists for targeted calling campaigns.
- Go to Audiences section
- Click "Create New Audience"
- Upload your CSV file with contact data
- Map the phone number column in your CSV
- Set country code for phone numbers
- Review and save your audience
Step 5: Create Your First Campaign
Launch your first calling campaign to reach your audience.
- Go to Campaigns section
- Click "Create New Campaign"
- Select your agent and audience
- Configure campaign settings and timing
- Set up call scheduling (immediate or scheduled)
- Launch your campaign
Step 6: Test Your Agent
Make a test call to ensure everything is working correctly.
- Use the test call feature in your agent dashboard
- Ask common questions to test responses
- Check the conversation logs
- Make adjustments as needed
Step 7: Deploy and Monitor
Go live and monitor your agent's performance.
- Activate your agent for live calls
- Set up monitoring and alerts
- Review analytics and performance metrics
- Iterate and improve based on data