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The Volubile onboarding assistant takes you from account creation to an agent ready to receive calls. It has four steps: your business, your agent, your settings, and your first call. Some screens only appear depending on your answers.

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Create your account

To access the assistant, you first need to create a Volubile account.
Volubile account creation screen with the email field and the Continue with Google and Continue with Microsoft Account buttons
1

Enter your email address

Enter your email address, then click Continue.
2

Choose a password

Set the password for your account.
3

Confirm your email address

Confirm your email address to validate the creation of your account.
You can also continue with Google or a Microsoft account. If you already have an account, click Log in. By continuing, you accept the terms of use and the privacy policy.

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Which screens will you see?

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1. Your business

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Enter your contact details and website

The welcome screen asks for a few details about you, then your website address.
Volubile welcome screen with first name, last name, phone number, company and website fields
  • Contact: first name, last name, phone number and company.
  • Website (optional): Volubile reads your website to extract key information and create your agent. Access is read only, nothing is changed on your website.
If you do not enter a website, the assistant asks you a few questions about your business on the next screen.

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Describe your business

This screen only appears if you did not enter your website address.
Business description screen with business sector, addresses, opening hours and services fields
  • Business sector: describe your business in one line, for example a car repair shop for maintenance and repairs.
  • Address(es) (optional)
  • Opening hours (optional)
  • Services (optional)
Anything you leave blank can be completed in the agent prompt on the next screen.

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2. Your agent

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Configure your agent

Name your agent, choose its tasks and add your documents.
Agent configuration screen with the agent name, task checkboxes and document upload area
1

Name your agent

Enter the first name the agent will use, for example “Lea”.
2

Choose its tasks

Multiple choices are possible:
  • Welcome callers and answer frequently asked questions: the agent answers basic questions.
  • Take a message: the agent asks callers about the reason for their call. Each conversation is saved in your workspace.
  • Book an appointment: the agent is connected to your calendar in real time.
  • Transfer calls under certain conditions: the agent transfers calls when it detects an explicit request, an emergency, and so on.
3

Add your documents (optional)

Drop your price lists, service descriptions or warranty conditions. The agent uses this information to answer callers. Accepted formats are PDF and DOCX, with a 5 MB maximum per file. Without documents, the agent answers using only the instructions in the prompt.
4

Generate the prompt

Click Generate prompt.

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Review the prompt

Volubile generates the welcome phrase and the agent instructions from your answers.
Review screen with the welcome phrase and the agent instructions organized in sections
  • Welcome phrase: the first sentence the agent says.
  • Agent instructions (prompt): organized in sections such as “Who are you” and “Company information”. Everything edits like plain text.
The prompt stays editable once your agent is live. To refine it, see Write and optimize a prompt.

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3. Your settings

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Choose the voice and languages

Voice selection screen with four voices and a Listen button, followed by the spoken languages selector
  • Voice selection: the screen previews the available voices (Jade, Claire, Adrien and Fabien). Click Listen to hear each one. More voices are available in the agent settings, see Agent voice.
  • Languages spoken by your agent: multiple choices are possible. The agent detects the language being spoken and adapts. French is selected in the screenshot above, and you can add English, Spanish, Italian or German. More languages are available in the settings.

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Connect your calendar

This screen only appears if you checked the Book an appointment task.
To book appointments, the agent needs to see your available time slots. It never cancels an existing appointment.
Calendar connection screen with Google Calendar and Outlook options
Choose your calendar:
  • Google Calendar: Gmail, Google Workspace
  • Outlook: Microsoft 365, Hotmail
You can also skip this step: the agent then simply takes note of the appointment request. You can connect your calendar later from the settings.

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Set up call transfers

This screen only appears if you checked the Transfer calls under certain conditions task.
Choose when the agent should hand the call over to a real person.
Call transfer screen with four transfer cases to check and the number to transfer calls to
1

Check the transfer cases

Multiple choices are possible:
  • The caller asks for a human, for example “I want to speak to someone”
  • It is an emergency: the agent detects an urgent situation
  • The agent does not understand the request: after several unsuccessful attempts
  • Dissatisfied customer: complaint or billing dispute
Click Add a transfer case to define your own case.
2

Enter the transfer number

Enter the number calls should be transferred to. This is the number the agent uses to reach you.
3

View the result

Click View the result.
If you skip this step, the agent takes a message and you find it in your customer area. To learn more about call transfers, see Outgoing calls and call transfers.

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4. Your first call

Once your settings are validated, the assistant takes you to your first call. To learn how to call your agent and review the conversation, follow Make your first call.
For your agent to be reachable by phone, configure its telephony options. See Agent telephony.

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5. Set up call forwarding

For your customers to reach your agent, your incoming calls must be routed to it. The simplest method is call forwarding: you redirect your current number to the dedicated number Volubile provides. The codes to dial are generated automatically.

Incoming calls

Set up call forwarding and test your configuration
Your carrier may charge for call forwarding. If you have a phone system, the same page describes the SIP integration.