Voice AI Agents

Voice AI Agents let you deploy AI-powered callers that handle outbound prospecting, inbound reception, and sales training - so your team can focus on high-value conversations while AI handles the rest.

Agent Types

graph8 supports six agent types, each pre-configured for a specific role:

Type	Purpose	Typical Use Case
SDR	Outbound prospecting calls	Initial outreach, qualification, meeting booking
AE	Consultative sales calls	Solution presentations, pricing discussions
Receptionist	Inbound call answering	Call routing, qualification, message taking
CSM	Customer service calls	Account inquiries, issue resolution, renewals
GTM Engineer	Technical sales calls	Product demos, technical qualification
Custom	Build your own	Any role with custom personality and capabilities

Creating an Agent

1. Go to Agents → Create New Agent
2. Select an agent type (SDR, Receptionist, AE, etc.) or choose Custom Agent
3. Fill in the agent details:
   • Agent Name - a unique name (e.g., “Sarah SDR”, “Main Receptionist”)
   • Role - the agent’s job function
   • Description - a brief purpose statement
4. Click Save Agent

After creation, configure the agent across four tabs: Identity, Collections, Activity, and Analytics.

Configuring Agent Identity

Go to Agent → Identity to set up how the agent sounds, communicates, and connects.

Personality

Control the agent’s conversational style with three sliders:

Setting	Low (0.1)	Mid (0.5)	High (0.8)
Tone	Casual, friendly	Balanced	Formal, professional
Conciseness	Detailed explanations	Balanced	Direct and brief
Assertiveness	Gentle, consultative	Diplomatic	Assertive, closing-focused

Tip

Start with moderate settings (0.5) and adjust based on call reviews. Lower assertiveness works better for inbound; higher works better for outbound prospecting.

Voice Selection

Choose how the agent sounds:

1. Click Select Voice in the Identity tab
2. Pick from 12+ preset voices (6 male, 6 female)
3. Click the Play icon to preview each voice

Custom voice cloning: Click Clone Voice, upload a 30-60 second audio sample, and wait 2-3 minutes for processing. Cloned voices are available to all agents in your organization.

Phone Number

Assign a phone number so the agent can make and receive calls:

1. Click Assign Phone Number in the Identity tab
2. Select from available (unassigned) numbers in your inventory
3. If no numbers are available, go to Settings → Phone Numbers → Purchase

Caution

An agent cannot make or receive calls without both a phone number and a voice assigned.

Knowledge Base

Give the agent context by attaching up to 4 knowledge collections.

Attaching Collections

1. Go to Agent → Collections
2. Click Attach Collections
3. Select up to 4 collections
4. Click Save

Collections can include:

• Product documentation (PDF, TXT, DOCX)
• FAQs formatted as question-and-answer pairs
• Sales scripts and objection-handling guides
• Pricing sheets and case studies

Tip

Organize collections by role - separate “SDR Playbook” from “Product Technical Specs” so agents only reference relevant knowledge.

Call Instructions

Configure how the agent handles different call scenarios.

Outbound Instructions

Guidelines for when the agent initiates calls:

• Opening statements and value propositions
• Discovery questions to ask
• Objection-handling guidance
• When to book a meeting vs. schedule a callback

Inbound Instructions

Guidelines for when prospects call in:

• Greeting and qualification flow
• Routing rules (e.g., “If asking about billing, transfer to support”)
• Escalation criteria for transferring to a human

Voicemail Prompt

A custom message the agent leaves when a prospect does not answer. Supports variables like {name} and {bot_name}.

Falls back to the organization default if not set.

Making Calls

Outbound Calls

Test call:

1. Go to Agent → Testing
2. Enter a phone number
3. Click Start Call
4. Watch the real-time transcript as the agent speaks

Production calls: Enroll contacts in a sequence with a phone step, or trigger calls from the contact detail page. The agent follows outbound instructions and logs the outcome automatically.

Inbound Calls

Once a phone number is assigned, the agent automatically answers incoming calls:

• Greets the caller per inbound instructions
• Qualifies and routes based on configured rules
• Can transfer to a human when escalation criteria are met
• Logs the call transcript and recording

Monitoring Calls

Activity Log

Go to Agent → Activity to see all calls:

Column	What It Shows
Date/Time	When the call happened
Contact	Prospect name and phone number
Duration	Call length
Disposition	Call outcome (see below)
Recording	Play button to listen

Call Dispositions

Disposition	Meaning
Booked	Meeting scheduled
Callback	Prospect wants a follow-up call
Not Interested	Prospect declined
Do Not Call	Prospect requested removal
Wrong Number	Invalid contact info
Voicemail	Left a message
Not Answered	No answer, no voicemail
Hangup	Call dropped or hung up

Transcripts

Click any call record to view the full transcript with timestamps. Agent and prospect messages are color-coded for easy scanning.

Analytics

Go to Agent → Analytics to track performance:

Metric	What It Measures
Total Calls	Calls made and received
Talk Time	Total minutes in conversation
Avg Duration	Average call length
Connection Rate	Percentage of calls that connected
Conversion Rate	Percentage that booked meetings
Disposition Breakdown	Count by outcome type

Export call data as CSV or PDF by clicking Export and selecting a date range.

Credit Costs

Action	Cost	Notes
Outbound call	0.5 credits/min	SDR and AE calls
Inbound call	0.25 credits/min	Receptionist and support calls
Voice cloning	50-100 credits	One-time per custom voice
Knowledge lookup	Included	No extra cost during calls
Call recording	Included	90-day retention

Best Practices

• Start conservative - use moderate personality settings, then adjust based on call reviews
• Review 10% of calls weekly - listen to recordings and refine instructions
• Use local area codes - prospects are more likely to answer calls from local numbers
• Keep knowledge current - update FAQs and scripts monthly
• A/B test personalities - create two agents with different styles and compare conversion rates

Troubleshooting

Issue	Fix
Agent not making calls	Check that both a phone number and voice are assigned in the Identity tab
Poor call quality	Try a different voice, or clone a custom voice. Adjust conciseness for pacing
Agent can’t answer questions	Attach relevant knowledge collections in the Collections tab
”Number already assigned” error	Remove the number from the other agent first, then reassign

Related

• Dialer → - Manual and parallel dialing for sales reps
• Phone Numbers → - Purchase and manage phone numbers
• Sequences → - Add phone steps to multi-channel sequences