Getting Started with VoiceB.ai in 20 Minutes

This guide walks you through the fastest path to a live autonomous sales agent — from zero to handling real inbound calls, with a CRM receiving the results.

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There are three steps: create your agent, set up call transfer for when you need a human, and connect your CRM.

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Step 1 — Create your agent with Agent Studio

Agent Studio is VoiceB's conversational AI interface for building and managing agents. You don't write prompts manually — you describe what you need, and Agent Studio configures the agent for you.

Start a new session in Agent Studio and tell it:

• What your company sells

• Who your target caller is

• What a successful call looks like (a sale, a qualified lead, a booked appointment)

• Any key objections your sales team regularly handles

You can also give Agent Studio a URL — a product page, a pricing page, an FAQ — and it will read it to inform the agent's knowledge base and script.

Agent Studio will generate the agent's full configuration: Goal, Script Blocks, Objections, and Guardrails. You can review and edit each block independently. If something doesn't sound right, tell it — the agent improves through conversation, not by editing raw prompts.

Once the agent is configured, Agent Studio will assign a dedicated phone number (DDI) to it. Any call to that number is handled autonomously by the AI agent. To go live, simply redirect your inbound traffic — from your website, your campaigns, or your existing phone line — to that number. That's it.

No code. No IT. No integration required to start receiving calls.

For a full walkthrough of Agent Studio's capabilities — including analytics, script versioning, and agent comparison — see the VOICEB Features →

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Step 2 — Set up Call Transfer (optional but recommended)

When a caller wants to speak to a human — or when your business rules require it — VoiceB can transfer the call in real time to your team.

To enable this, you need two things:

1. A condition that triggers the transfer (e.g. "caller asks to speak to an agent", "sale requires human verification", "product is out of scope")

2. A phone number to receive the transferred call

You can configure both directly in Agent Studio. Tell it the condition in plain language and provide the destination number. The agent will handle the conversation, qualify the lead, and hand off only when the condition is met — so your team receives warm, pre-qualified calls, not raw inbound traffic.

Call Transfer documentation →

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Step 3 — Connect your CRM

After every call, VoiceB generates structured data: outcome, transcript, summary, collected fields, and tags. This step sends that data automatically to your CRM.

HubSpot

Go to Integrations → HubSpot and connect your account. Once connected:

• Map VoiceB fields (name, email, outcome, tags, etc.) to your HubSpot contact and deal properties

• Set trigger conditions — choose which outcomes push data (e.g. only Sold and Talk to Agent, not Invalid or Dropped)

• Add CRM Constants if needed — fixed values injected at sync time, such as campaign source, pipeline stage, or owner

HubSpot integration guide →

Salesforce

Go to Integrations → Salesforce and connect via OAuth. Once connected:

• Map structured call data to your Salesforce schema

• Control which outcomes trigger record creation or update

• Each call syncs automatically with full outcome data

Salesforce integration guide →

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You're live

At this point your agent is receiving calls, handling the conversation autonomously, transferring when needed, and pushing results to your CRM without manual intervention.

From here, Agent Studio lets you iterate: ask it why calls aren't converting, compare two script versions, or update the objection-handling block — all in natural language, without touching a prompt directly.

For everything else — data collection schemas, tags, memory, real-time endpoint queries, and more — see the full feature documentation →