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Voice System Configuration

This guide covers advanced configuration options for the Voice system.

Voice Provider Settings

Telnyx Configuration

Location: Settings → Voice Provider → Telnyx

  • API Key: Your Telnyx API key (automatically configured if using SMS)
  • Webhook URL: Automatically configured by the system
  • Connection ID: Your Telnyx Voice Connection ID
  • Conversational AI Profile: Automatically synced when assistant is configured
  • SDK Integration: Uses the Telnyx Node.js SDK for all API operations

Call Recording Settings

Location: Settings → Voice Settings → Call Recording

Recording Options

  • Enable Recording: Toggle to enable/disable call recording
  • Format: MP3 (default) or WAV
  • Channels: Single channel (default) or dual channel
  • Play Beep: Play beep when recording starts (for legal compliance)

Recording Storage

  • Provider: Recordings stored by Telnyx
  • Retention: Follows Telnyx retention policy
  • Access: Recordings accessible via conversation detail page

Important: Call recording may be subject to legal requirements:

  • Consent: Some jurisdictions require caller consent
  • Notification: Some require notification (beep) when recording starts
  • Retention: Legal requirements for recording retention
  • Access: Requirements for caller access to recordings

Ensure compliance with local laws before enabling recording.

Assistant Configuration

Default Voice Assistant

Location: Assistants → Select Assistant → Default Voice Assistant

  • One Default: Only one assistant can be default voice assistant
  • Automatic Assignment: All voice calls route to default assistant
  • Override: Routing rules can override default for specific scenarios

Voice Settings

Location: Assistants → Voice Settings

  • Voice Selection: Choose AI voice (Elliot, Kylie, Rohan, Lily, Savannah, etc.)
  • Language: Set conversation language (29 languages supported)
  • Speed: Adjust speech speed (if supported)
  • Pitch: Adjust voice pitch (if supported)

Greeting Message

Location: Assistants → Configuration → Greeting

  • Voice Greeting: First message when call is answered
  • Tone: Set friendly, professional, or casual tone
  • Length: Keep greeting concise (10-15 seconds recommended)

System Prompt

Location: Assistants → Configuration → System Prompt

  • Voice-Specific Instructions: Instructions for voice conversations
  • Call Handling: How to handle different call scenarios
  • Tool Usage: When to use tools during calls

Routing Configuration

Voice-Specific Routing

Location: Assistants → Routing → Create Rule

Create routing rules to assign different assistants for voice calls:

  • Channel: Select "voice" channel
  • Conditions: Set conditions (time, caller, etc.)
  • Assistant: Assign specific assistant

Routing Conditions

  • Time-Based: Route based on time of day or day of week
  • Caller-Based: Route based on caller phone number
  • Duration-Based: Route based on call duration
  • Custom: Custom conditions using metadata

Tool Configuration

Available Tools for Voice

  • Calendar Booking: Schedule appointments during calls
  • Product Search: Search products and provide recommendations
  • Document Search: Search knowledge base documents
  • Client Lookup: Look up client information (privacy-protected)

Tool Configuration

Location: Assistants → Tools

  • Enable Tools: Toggle tools on/off for voice calls
  • Tool Instructions: Instructions for when to use each tool
  • Tool Responses: Format responses for voice (concise, natural)

Analytics Configuration

Analytics Settings

Location: Settings → Analytics

  • Recording Analytics: Track recording availability
  • Duration Analytics: Track call duration metrics
  • Tool Analytics: Track tool execution success rates
  • Sentiment Analytics: Track sentiment distribution

Analytics Retention

  • Data Retention: How long analytics data is retained
  • Export Options: Export analytics data
  • Privacy: Analytics data privacy settings

Integration Settings

CRM Integration

Location: Settings → Integrations → CRM

  • Sync Voice Calls: Toggle to sync voice conversations to CRM
  • Qualified Only: Sync only qualified leads (if configured)
  • Contact Matching: Automatic contact matching from voice calls

Qualification Settings

Location: Settings → Qualification

  • Voice Qualification: Apply qualification criteria to voice calls
  • Keywords: Keywords that indicate qualification
  • Duration Threshold: Minimum call duration for qualification
  • Tool Usage: Tool usage as qualification indicator

Advanced Settings

Webhook Configuration

Location: Settings → Webhooks (Admin)

  • Webhook URL: System-configured webhook URL
  • Webhook Secret: Webhook signature verification secret
  • Event Types: Configure which events to receive

Rate Limiting

Location: Settings → Voice Settings → Rate Limiting

  • Calls Per Minute: Maximum calls per minute
  • Calls Per Hour: Maximum calls per hour
  • Calls Per Day: Maximum calls per day

Error Handling

Location: Settings → Voice Settings → Error Handling

  • Retry Logic: Automatic retry on errors
  • Fallback Behavior: Behavior when assistant unavailable
  • Error Notifications: Notifications for voice errors

Best Practices

  1. Test Configuration: Test all settings with test calls
  2. Monitor Analytics: Track metrics to optimize configuration
  3. Review Recordings: Listen to recordings to improve settings
  4. Update Regularly: Keep assistant prompts and settings current
  5. Compliance: Ensure recording settings comply with local laws

Next Steps

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