Agents
Configure voice, language, conversation behavior, tools, and deployment state.
Guided agent templates
Choose New agent in the Agents dashboard. The gallery includes Restaurant Reservation, Clinic Appointment, Hotel Reservation, Real Estate Qualification, Service Booking, Payment Reminder, and Customer Feedback. Every workflow creates a Draft with concise instructions and relevant post-call extraction fields.
Answer business questions
Provide the business name, hours, handoff rule, and the workflow-specific information. Keep full catalogs, schedules, prices, and policies in Knowledge or the connected business system.
Choose a result destination
Vozon managed workflow automatically adds the correct action tools for any of the seven templates and stores the results in Vozon. Collect details records only extracted call outcomes. Existing software lets you add API or webhook tools, and DigitalBot remains optional.
Review the generated prompt
Read the opening message and short instructions. Advanced mode lets you edit the prompt and restore the recommended version.
Test the workflow
Native workflows already contain Vozon-managed tools. Run calls with complete details, missing required details, repeated tool calls, and human handoff. For Existing software or DigitalBot, configure and test those tools separately.
Publish
Check voice, language, knowledge, result fields, notifications, and phone routing. Connected workflows require an enabled tool from the selected destination before the agent can be moved to Live.
Automatic tools by template
| Template | Vozon managed actions | Result |
|---|---|---|
| Restaurant Reservation | Create reservation request | Pending staff confirmation because table inventory is not configured. |
| Clinic Appointment | Check live availability; book appointment | Confirmed appointment with booking reference and double-booking protection. |
| Hotel Reservation | Create hotel booking request | Pending staff confirmation for room inventory, rate, taxes, and payment. |
| Real Estate Qualification | Save qualified lead; create site visit request | Stored lead and pending visit confirmation. |
| Service Booking | Create service booking request | Pending technician and final-price confirmation. |
| Payment Reminder | Record payment promise; record dispute | Promise or dispute record; invoices are never marked paid. |
| Customer Feedback | Record feedback; create staff follow-up | Stored feedback and follow-up queue item. |
Open the agent's Tools tab to see the automatically added tools and stored results. External software can read non-clinic results with GET /agents/{agentId}/native-results and clinic bookings with GET /agents/{agentId}/appointments.
Native clinic appointments
Define the clinic schedule
Enter doctors, the IANA timezone, working days, first and last booking times, and slot duration in the Clinic Appointment template.
Check live slots
During a call, the agent calls check_appointment_availability for the requested local date and doctor. Vozon removes past and already-booked slots.
Book after confirmation
After the caller confirms the exact option, the agent sends the returned slot ID with the patient name and phone number to book_appointment. Concurrent calls cannot reserve the same doctor and start time.
See the output
Open the agent's Tools tab to see confirmed appointments, doctor, patient, local appointment time, status, and booking reference. Software can read the same records with GET /agents/{agentId}/appointments using read scope.
Core configuration
| Field | Purpose | Recommendation |
|---|---|---|
| Name | Identifies the agent in the dashboard and logs. | Use a purpose-based name such as Hindi Lead Qualifier. |
| First message | The opening message for a new conversation. | Identify the business, purpose, and expected next step. |
| Instructions | Defines goals, rules, tone, and boundaries. | Use headings and ordered priorities. |
| Language | Sets primary recognition and speech behavior. | Match the actual caller language and test mixed-language content. |
| Voice | Controls the audible identity of the agent. | Preview numbers, names, abbreviations, and domain terms. |
| Temperature | Controls response variability. | Use lower values for regulated or deterministic workflows. |
Lifecycle
Keep an agent in a non-live state while editing and testing. Move it to Live only after the prompt, knowledge, tools, and phone assignment pass acceptance testing.