In the world of technology, the emergence of AI has transformed the way businesses operate. One of the most exciting developments is the ability to create custom GPTs (Generative Pre-trained Transformers) that can generate AI prompts for various applications, including voice AI. Today, I'm going to walk you through how to set up and use a custom GPT specifically designed for voice AI, which can be invaluable for businesses looking to enhance their customer interactions.

Step 1: Setting Up Your Custom GPT

The first step in utilizing voice AI is to create your own custom GPT. This can be done by accessing the platform where the GPT is hosted. Once you’re there, you can begin setting up your voice AI prompt generator.

When you initiate the setup, the platform will prompt you with several questions about your company. This is crucial because the more detailed information you provide, the better the AI will understand your specific needs. Here are the key questions you’ll need to answer:

• What is your company brand name?

• What is your company website?

• What is your main offering and target audience?

For example, if your brand name is “Medical Multifamily,” you would enter that as your response. Next, you would input your website URL, such as “medicalmultifamily.com,” and describe your main offerings, like providing vetted multifamily deals to the medical community.

Step 2: Generating Your Voice AI Prompt

Once you’ve entered the necessary information, the system will begin generating a voice AI prompt for you. This prompt is the foundation of how your voice AI will interact with customers. It’s essential to review and refine this prompt to ensure it accurately reflects your business's voice and objectives.

The generated prompt will already start to formulate a response based on the information you provided. This is a significant time-saver compared to creating prompts from scratch every time you onboard a new client.

Step 3: Integrating the Prompt into Your CRM

After generating the prompt, the next step is to integrate it into your CRM (Customer Relationship Management) system. This is where you will test how the voice AI interacts with actual calls. Testing is crucial to ensure that the AI understands the prompts and responds appropriately.

To do this, navigate to your account settings and look for the section labeled “Voice AI Agent.” Here, you will create an agent that utilizes the prompt you just generated. You can give your agent a name, such as "Sally," and choose from a variety of voice options—over fifty different voices are available!

Step 4: Customizing Your Voice AI Agent

With your agent created, you can now customize its settings. This includes choosing a voice that fits your brand's personality and adjusting the background prompts to ensure they align with your business goals.

For instance, you might want to delete any generic prompts and replace them with the specific prompt you generated earlier. This will make the interaction more tailored and relevant to your customers.

Step 5: Setting Up Call Handling Features

Next, you’ll want to configure how the voice AI will handle incoming calls. This involves setting up features like gathering caller information, updating contact files, and sending notifications. For example, you can program the AI to ask for the caller's name and email address, then update these details in your CRM.

You can also set the AI to send an email notification summarizing the call to a specific user, such as your team member Nishant. This ensures that everyone stays informed about customer interactions.

Step 6: Creating Workflows for Scheduling

One of the ultimate goals of using voice AI is to streamline appointment scheduling. To achieve this, you’ll want to create workflows that automatically send booking links to callers. This can be done by setting up an SMS workflow that sends a scheduling link to the caller’s phone.

For instance, if a caller requests a booking link, the AI can trigger a workflow that sends them a link to schedule an appointment with your team. Make sure to test this workflow to confirm it functions as intended.

Step 7: Testing Your Voice AI Agent

After configuring all the necessary settings, it’s time to test your voice AI agent. Conduct a test call to see how the AI interacts with the caller. This is a critical step to ensure that the AI is functioning correctly and providing the intended customer experience.

During the test, pay attention to how the AI responds to questions and whether it successfully gathers the required information. This is your opportunity to make any adjustments needed before going live.

Step 8: Refining and Optimizing Your AI

Once testing is complete, it's essential to continually refine and optimize your AI based on user interactions. Monitor call data and feedback to identify areas for improvement. The more you train and feed information into the AI, the better it will perform over time.

For example, you can adjust the prompts to ensure the AI is asking for information in a logical order or providing responses that better reflect your company's values.

Frequently Asked Questions

What is a custom GPT?

A custom GPT is a generative pre-trained transformer that can be tailored to create specific prompts for various applications, such as voice AI. It learns from the information you provide to generate relevant responses.

How can I ensure my AI understands my business?

The key is to provide detailed and accurate information during the setup process. The more context you give, the better the AI will understand and respond to customer inquiries.

Can I use voice AI for other purposes besides customer service?

Yes! Voice AI can be utilized for various applications, including appointment scheduling, information gathering, and even as part of an IVR (Interactive Voice Response) system.

How much does it cost to use a voice AI agent?

The cost can vary depending on the provider, but typically it costs around thirteen cents per minute for the AI services, plus any additional phone charges incurred.

In conclusion, setting up a custom GPT for voice AI can significantly enhance your business customer interaction capabilities. By following these steps, you can create an efficient and effective voice AI agent that meets your company's needs. Whether you're looking to streamline customer service or improve appointment scheduling, voice AI is a powerful tool that can help you achieve your goals.


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