Upgrading a Voice AI Agent to the New Experience
Overview
You can upgrade your existing Voice AI agents to a new, improved experience. This upgrade is designed to enhance call quality, increase reliability, and create more natural-sounding conversations. This guide explains the benefits of the upgrade, the steps to perform it, and best practices for testing afterward.
Key Benefits of the Upgrade
Upgrading your Voice AI agent provides several key improvements:
- Enhanced Natural Conversation: The agent handles dialogues more smoothly and responds in a more human-like manner.
- Superior Voice Quality: Experience clearer audio and a more professional tone on calls.
- Increased Stability: Benefit from a more robust system with fewer interruptions during calls.
- Future-Proofing: Upgraded agents will have access to the latest Voice AI features as they are released.
- Controlled Transition: You can upgrade agents one at a time, allowing you to test and refine each one before putting it into active use.
How to Upgrade Your Voice AI Agent
Important: The upgrade process is permanent. It is highly recommended that you duplicate your agent or thoroughly document its current configuration before proceeding.
Step 1: Navigate to Voice AI Agents
Log into your CRM sub-account. From the main navigation, go to AI Agents and then select Voice AI. You will see a list of all your available Voice AI agents.
Step 2: Select the Agent to Upgrade
From the list of agents, click on the name of the agent you wish to upgrade. You can also click the three-dot menu icon next to the agent's name and select Edit. Double-check that you have selected the correct agent before continuing.
Step 3: Initiate and Confirm the Upgrade
On the agent's editing page, locate and click the button labeled Upgrade to New Voice AI Experience. A confirmation window will appear with details about the upgrade. Review this information and click Upgrade to New Voice AI Experience again to confirm and finalize the process.
Testing and Optimization After Upgrading
After upgrading, it is crucial to test your agent thoroughly before using it for live calls.
- Conduct Test Calls: Place sample calls to evaluate the agent's tone, clarity, and the accuracy of its responses. Test specific scenarios like appointment scheduling, call transfers, or triggering workflows.
- Review Call Data: Analyze call transcripts and recordings to identify any areas where prompts may need adjustment to improve performance.
- Refine Prompts: Based on your testing, you may need to tweak your agent's prompts to ensure conversations sound natural and achieve their intended goals.
Frequently Asked Questions
Will the upgrade change how my agent works?
Yes, the upgrade may alter how your agent's prompts, responses, and overall call behavior function. Testing after the upgrade is essential to ensure it performs as expected.
Can I revert back to the old version after upgrading?
No, the upgrade is permanent. This is why creating a duplicate of your agent beforehand is strongly advised.
Is there any downtime during the upgrade?
The upgrade itself is typically quick and seamless, but you should plan for testing time before using the agent for real calls.
Does upgrading cost extra?
No, the upgrade is included with your existing Voice AI subscription. Standard usage charges for calls still apply.
How can I tell if my agent has been upgraded?
Agents that have been upgraded will have an UPGRADED badge displayed next to their name in the Voice AI agent list.
Can I upgrade multiple agents at once?
No, agents must be upgraded individually. This allows you to manage and test each upgrade carefully.
What should I check after upgrading?
Test the agent's greeting, all prompts, call transfer functionality, appointment booking actions, workflow triggers, and any custom settings.
Should I duplicate the agent first?
Yes, because the upgrade cannot be reversed, duplicating the agent is the best way to preserve your original configuration.