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AI Agents

AI Agents are the intelligent voice personas that handle your phone calls. They can follow scripts, answer questions, handle objections, and guide conversations toward your goals.

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Agent Types

EolasFlow supports three types of agents:

Voice

Handles phone calls with natural speech synthesis and understanding

Chat

Text-based conversations for web chat or messaging

Worker

Background automation tasks without direct interaction

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Creating a Voice Agent

1

Navigate to AI Agents

Go to Dashboard → AI Agents and click New Agent.
2

Select Agent Type

Choose Voice for phone conversations.
3

Basic Information

  • Name: Internal name (e.g., “Sales Assistant”)
  • Description: What this agent does
  • Category: Sales, Support, Lead Qualifier, etc.
4

Configure Personality

Define how your agent should sound and behave:
  • Tone (professional, friendly, enthusiastic)
  • Speaking pace
  • Key phrases to use
5

Set Up Script

Write the conversation flow your agent should follow, including:
  • Opening greeting
  • Key talking points
  • Objection handling
  • Closing statements
6

Define Objectives

What should the agent try to achieve?
  • Schedule a meeting
  • Qualify a lead
  • Collect information
  • Transfer to human

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Agent Categories

CategoryBest For
Lead QualifierScreening inbound leads for sales readiness
Sales AssistantOutbound sales calls and demos
Customer SupportHandling inquiries and issues
Appointment SchedulerBooking meetings and follow-ups
Survey CollectorGathering feedback and data

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Agent Configuration

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Script Writing Tips

Keep it Natural: Write scripts as conversations, not monologues. Include pauses for responses.
Handle Objections: Anticipate common pushbacks and provide responses for your agent.
Define Boundaries: Tell the agent what topics to avoid or when to transfer to a human.

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Example Script Structure

Opening:
"Hi, this is [Agent Name] calling from [Company].
Am I speaking with [Contact Name]?"

[Wait for response]

If confirmed:
"Great! I'm reaching out because [reason for call]..."

If not available:
"No problem. When would be a better time to reach them?"

Objection - Not Interested:
"I understand. Just quickly, [value proposition].
Would you have 2 minutes to hear how this could help?"

Closing - Interested:
"Wonderful! Let me get you scheduled with our team..."

Closing - Not Interested:
"No problem at all. Thank you for your time today."

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Managing Agents

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Agent Status

StatusMeaning
ActiveAgent is ready to use in campaigns
InactiveAgent exists but won’t be used
TrainingAgent is being configured
TestingAgent is in test mode

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Clone an Agent

To create a similar agent quickly:
  1. Open an existing agent
  2. Click the Clone button
  3. Modify the settings as needed
  4. Save as a new agent

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Test Your Agent

Before using in a real campaign:
  1. Go to Dashboard → Call Logs
  2. Click Test Call
  3. Select your agent and enter your own phone number
  4. Review the recording and transcript

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Knowledge Base Integration

Connect your agent to documents and FAQs for smarter responses:
  1. Go to Dashboard → Knowledge Base
  2. Create a collection with relevant documents
  3. In your agent settings, link to the knowledge collection
  4. Your agent can now reference this information during calls

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Best Practices

Begin with a straightforward script. Add complexity after testing.
Make multiple test calls with different scenarios before going live.
Listen to real call recordings and refine your agent’s responses.
Define what the agent should NOT discuss (competitors, pricing authority, etc.).

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Next Steps

Create Campaigns

Use your agent in a calling campaign

View Call Analytics

Review how your agent performs