HATZ AI Phone Agent Setup: A Comprehensive Configuration Guide

Accessing Phone Agent Features & Licensing

The video begins by explaining how to access the AI phone agent tab and the process for obtaining a phone agent license, either as an MSP admin or by contacting one.

Naming and Model Selection

The presenter demonstrates how to name the agent and select an appropriate AI model from 26 options optimized for phone conversations, emphasizing ease of choice.

Response Profile Customization

This section covers choosing a response profile (verbose, concise, creative) based on the agent's intended use case, such as troubleshooting, quick information gathering, or sales training.

Crafting Opener and System Prompts

The video shows how to write or use AI assist to generate an opening message and a system prompt, defining the agent's role, personality, and information collection goals.

Voice Selection and Customization

The presenter demonstrates selecting from 141 voices across various genres and languages, and adjusting voice speed to create over 2100 unique configurations.

Configuring Call Settings

This crucial segment details five important call settings: call recording, background noise, call transfer numbers, speech-to-text terms, and acknowledgment words.

Email Summary Setup

The final step involves configuring the email summary, including content, subject, recipients, and the option to use new, cleaner email templates for call reports.

Saving and Managing Agents

The video concludes by showing how to save changes, view call transcripts, and add other users to manage the phone agent configurations.