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
After entering the agent name, select Agent Type = Simple Agent.
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.
Once submitted, your Simple Agent will be created successfully.
Option 2: Conversational Flow Agent
After entering the agent’s name, select Agent Type = Conversational Flow Agent.
Enter the necessary details and click Submit.
Alternatively, click Create a New Flow (link shown in the image).
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
After the status updates to Completed, click on the Settings/Gear icon against the campaign.
Go to Allocate Numbers >> Select a number from the list of available numbers. A confirmation pop-up will appear: “Number allocated successfully.”
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
Once activated, click Test.
A pop-up will appear. Select Start Conversation.
After testing, click End Conversation.
Step 9: View Call Logs
After the test, click on View Call Logs to see all calls made or received.
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
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.