How to Configure Setup for a Simple Voice Bot

This article walks you through the complete process of creating and configuring a Setup for Simple Voice Bot in Geta.ai. By following these steps, you can quickly set up a voice assistant, define its behavior, and store user responses in contact properties.

Prerequisites

Before you begin, ensure that:

• You have an active Geta.ai account.

• Voice Bot access is enabled for your workspace.

• A voice-enabled number is already configured.

Step 1: Access the Voice Bot Module

1. Log in to your Geta.ai account.

2. From the left-hand navigation menu, click on Bot Builder.

3. The Bot Builder screen will open.

4. Locate the Voice Assistant and click on Manage.

Step 2: Configure Basic Bot Details

On the Agent Setup screen, configure the following fields:

Bot Name

• Enter a name for your voice bot (for example: Voice Assistant).

• This name is used for internal identification.

Description

• Add a short description explaining the purpose of the voice bot.

• Example: This is a sample voice bot created for demo and testing purposes.

Step 3: Understand “Who Speaks First” (Informational)

1. In the Who Speaks First field, Geta displays how the call flow is initiated.
   This setting is system-defined and cannot be changed by the user, but it helps you understand how the voice call will begin.

Step 4: Add a Welcome Message

1. Scroll to the Welcome Message section.

2. Enter the message that will be played when the call begins.

Example:

Hello! This is a demo voice assistant calling to help you with general information. How may I assist you today?

⚠️ Note: The Welcome Message is mandatory.

Step 5: Define the Voice Bot Script

1. Scroll to the Script section.

2. Write the logic and conversational flow your voice bot should follow.

Example script:

• Greet the user politely when the call is answered.

• Respond to user queries using the configured knowledge base.

• If the user requests a human agent, inform them that the request will be shared with the support team.

• End the call politely if the user does not respond.

This script controls how the voice assistant behaves during the call.

Step 6: Extract & Store Information (Optional)

The Extract & Store Information section allows you to capture user responses and save them into contact properties.

1. Scroll to Extract & Store Information.

2. Click on Add Variable if you want to store user inputs.

3. Under Fields Name, enter the field you want to capture (for example: First Name).

4. Click on the Contact Property dropdown.

5. Select the contact property where the data should be stored (for example: First Name).

6. (Optional) Enter a Default Value if the user does not provide an input.

💡 You can skip this section if you do not need to store any user data.

Step 7: Save the Configuration

1. After completing all required fields, click on Save Changes.

2. The voice bot configuration will be saved successfully.

Final Outcome

Once saved:

• Your Simple Voice Bot is ready to handle calls.

• The bot will follow the defined script and welcome message.

• Any configured variables will be stored against the selected contact properties.

Next Steps

• Use Preview Call to test your voice bot before going live.

• Review Call Logs to monitor performance and interactions.

• Enhance your bot by updating scripts, variables, or voice settings.