Step 1: Log in to Your Dashboard

  • Go to your CallHippo Dashboard.

  • Click on the expand icon (as shown in the image).






Step 2: Navigate to AI Voice Agent

  • From the side menu, select AI Voice Agent.






Step 3: Start Creating a New AI Voice Agent

  • On the top-right corner of the dashboard, click Create AI Voice Agent.




Step 4: Configure Your AI Voice Agent

A pop-up window will appear. You will need to:

  • Enter a name for your AI Voice Agent.


  • Choose the Agent Type:

    • Simple Agent

    • Conversational Flow Agent



Option 1: Simple Agent

  1. After entering the agent name, select Agent Type = Simple Agent.

  2. Under Train AI Voice Agent, you’ll see two options:

a. Enter Website URL

  • Paste the website URL (e.g., https://example.com/).

  • Click Submit.

  • (Note: The AI Voice Agent can process up to 300 URLs.)

         


b. Upload Files Manually

  • Click Upload Manually.

  • Supported file formats: CSV or PDF (maximum file size: 20MB).

  • (Tip: You can download the sample CSV for reference.)

  • After uploading, click Submit.

       

  1. Once submitted, your Simple Agent will be created successfully.



Option 2: Conversational Flow Agent

  1. After entering the agent’s name, select Agent Type = Conversational Flow Agent.

  2. Enter the necessary details and click Submit.


  1. Alternatively, click Create a New Flow (link shown in the image).



  1. Build your flow using the drag-and-drop interface. You can use nodes such as:

    • Question Node – Ask customers questions.

    • Press Digit Node – Allow customers to select numeric options.

    • Call Transfer Node – Redirect calls to a live agent.

    • Logic Split Node – Branch conversations based on conditions.

    • End Call Node – Close the call interaction.
      (Each node comes with clear descriptions and transition examples for guidance.)


NOTE- Once saved, these flows can be assigned to your AI Voice Agent under Agent Settings.



Step 5: Training Status

Once your AI Voice Agent (Simple or Conversational Flow) is created, the campaign status will display as - In Progress. Kindly wait for the status to be updated to – Completed. Below mentioned are the status categories:

  • In Progress – Training is ongoing.

  • Completed – Training is successful; the AI Voice Agent is ready.

  • Failed – Training was unsuccessful. In this case, create a new AI Voice Agent.




Step 6: Number Allocation

  1. After the status updates to Completed, click on the Settings/Gear icon against the campaign.


  1. Go to Allocate Numbers >> Select a number from the list of available numbers. A confirmation pop-up will appear: “Number allocated successfully.”


  1. Return to the main page, where you will now see the allocated number linked to your AI Voice Agent.




Step 7: Activate the AI Voice Agent

  • Toggle the switch under Active/Inactive to set the AI Voice Agent to Active.




Step 8: Test the AI Voice Agent

  1. Once activated, click Test.


  1. A pop-up will appear. Select Start Conversation.


  1. After testing, click End Conversation.




Step 9: View Call Logs

  1. After the test, click on View Call Logs to see all calls made or received.


  1. For each call log, you can:

    • Click the Play button to listen to recordings.

     

  • Click the “i” icon to view detailed insights such as:

    • Call notes

    • User sentiment

    • Call outcomes

   

  1. To download a recording:

    • Click Play, then Right-click > Save Audio to store it on your device.

  



Final Step: Confirmation of Setup

By completing the above steps, you will have successfully created and activated your AI Voice Agent — whether as a Simple Agent or a Conversational Flow Agent — ready to handle real conversations.