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This tutorial walks you through creating a complete voice agent that can answer calls, qualify leads, and capture contact information. Time: 20-30 minutes
Prerequisites: Emanate account, completed Business DNA setup

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What We’ll Build

A voice agent that:
  • Greets callers professionally
  • Answers product questions
  • Qualifies leads
  • Captures contact information
  • Schedules follow-ups

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Step 1: Create the Agent

  1. Navigate to Agents → Voice Agents
  2. Click Create Agent
  3. Enter basic information:
FieldValue
NameSales Assistant
First Message”Hi, thanks for calling ABC Materials! I’m here to help with your industrial product needs. How can I assist you today?”

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Step 2: Configure the Model

  1. Go to Model tab
  2. Select an AI model from the available options. Start with a high-quality model for best results — you can switch to a faster option later if needed.
Start with a high-quality model for best results. You can switch to a lighter model later for faster, more cost-effective responses.

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Step 3: Write the System Prompt

Go to Instructions tab and enter: 
## Role
You are a friendly and knowledgeable sales assistant for ABC Materials, 
a leading supplier of industrial products including steel, aluminum, 
and specialty metals.

## Your Capabilities
- Answer questions about our products and services
- Provide general pricing guidance
- Qualify leads by understanding their project needs
- Collect contact information for follow-up
- Schedule meetings with our sales team

## Conversation Guidelines
- Be warm, professional, and helpful
- Keep responses concise (2-3 sentences)
- Ask clarifying questions before providing detailed answers
- If you don't know something, offer to connect them with a specialist

## Lead Qualification
During the conversation, try to understand:
1. What products they're interested in
2. Project timeline
3. Approximate quantities needed
4. Their role and decision-making authority

## Contact Collection
When the caller shows interest, naturally collect:
- Full name
- Company name
- Email address
- Best phone number for follow-up

## Boundaries
- Don't commit to specific pricing without a formal quote
- Don't make promises about delivery dates
- For technical specifications, offer to send documentation
- For complex orders, offer to schedule a meeting with sales

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Step 4: Configure Voice

  1. Go to Voice tab
  2. Select a voice that matches your brand. Preview the available options to find one that sounds natural and professional.
  3. Test the voice by clicking Preview

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Step 5: Attach Knowledge Base

If you’ve already uploaded documents to the Knowledge Base (see Knowledge Base), attach them to your agent:
  1. Go to Knowledge Base tab in the agent builder
  2. Select the files you want this agent to reference (e.g., product catalog, FAQ, pricing guide)
  3. Give each attachment a descriptive name and description so the agent knows when to search it
If you haven’t uploaded documents yet, go to Knowledge Base → Agent Files to upload them first.

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Step 6: Enable Lead Capture

  1. Go to Overview tab
  2. Toggle Lead Capture on
  3. Configure fields:
FieldRequired
NameYes
EmailYes
CompanyYes
PhoneNo

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Step 7: Test Your Agent

  1. Click Test to open the test panel
  2. Click Start Call
  3. Test these scenarios:

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Scenario 1: Product Inquiry

You: "I'm looking for steel beams for a construction project"
Expected: Agent asks clarifying questions about type, size, quantity

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Scenario 2: Knowledge Base

You: "What sizes do your steel beams come in?"
Expected: Agent references knowledge base for accurate info

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Scenario 3: Lead Capture

You: "I'd like to get a quote"
Expected: Agent collects name, email, company

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Scenario 4: Transfer Request

You: "Can I speak to a human?"
Expected: Agent offers to connect with sales team

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Step 8: Add Phone Number

  1. Go to Phone Numbers tab
  2. Click Add Phone Number
  3. Choose:
    • Local: For a specific area code
    • Toll-Free: For 1-800 number
  4. Assign to your agent

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Step 9: Go Live

Your agent is ready! The phone number is now active.

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Verify Everything Works

Make a real test call:
  1. Call the assigned phone number
  2. Verify greeting plays correctly
  3. Ask a question about products
  4. Provide your contact information
  5. Check that the lead was captured

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What’s Next?

Lead Enrichment

Enrich captured leads with additional data

CRM Sync

Sync leads to your CRM

Voice Campaigns

Run outbound campaigns

Custom Actions

Add ERP integrations

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Troubleshooting

  • Check model is configured correctly
  • Verify system prompt isn’t empty
  • Test in the test panel first
  • Try a different voice provider
  • Adjust the voice model
  • Simplify sentence structures in prompts
  • Ensure documents are processed (Ready status)
  • Test with questions that match document content
  • Check query tool is attached
  • Verify lead capture is enabled
  • Check structured output configuration
  • Test by explicitly providing information