VoiceTality

AWS Marketplace Solution

User Guide

Learn how to create, configure, and manage your AI voice and chat agents. This comprehensive guide covers all features from basic setup to advanced integrations.

Agent Creation
Configuration
Advanced Features

Quick Navigation

Getting Started

Account setup and dashboard overview

Agent Management

Creating and configuring AI agents

Advanced Features

RAG, APIs, and integrations

Getting Started

Create Your Account

Sign up using the authentication system and access your personalized dashboard where you can manage all your AI agents.

Step-by-step:

  1. 1Click 'Sign Up' on the homepage
  2. 2Complete the registration process
  3. 3Verify your email if required
  4. 4Access your dashboard

Dashboard Overview

Your dashboard is divided into two main sections: Built-in Agents (pre-configured) and My Agents (your custom creations).

Step-by-step:

  1. 1Switch between Built-in and My Agents tabs
  2. 2View agent status and capabilities
  3. 3Quick access to voice and chat interfaces
  4. 4Agent configuration and management

Using Built-in Agents

Available Agent Types

Choose from three pre-configured agent types, each optimized for specific use cases and industries.

Step-by-step:

  1. 1Hospital Assistant - Medical support and information
  2. 2Food Market Support - Shopping and product assistance
  3. 3Restaurant Concierge - Dining and reservation services
  4. 4Each agent comes with industry-specific knowledge

Starting Conversations

Interact with agents through voice calls or text chat, depending on your preference and needs.

Step-by-step:

  1. 1Click 'Start Voice Call' for audio interaction
  2. 2Click 'Start Chat' for text-based conversation
  3. 3Use quick action buttons for common queries
  4. 4Switch between interfaces anytime

Creating Custom Agents

Agent Creation Process

Build personalized AI agents tailored to your specific business needs and requirements.

Step-by-step:

  1. 1Click 'Create Your Agent' from dashboard
  2. 2Fill in basic information (name, description)
  3. 3Choose icon and color theme
  4. 4Define AI behavior with system prompts
  5. 5Set welcome message for users

Advanced Configuration

Enhance your agents with advanced features like RAG documents, API integrations, and database connections.

Step-by-step:

  1. 1Enable RAG for knowledge base integration
  2. 2Upload documents, URLs, or text content
  3. 3Configure API endpoints for external data
  4. 4Set up database connections if needed
  5. 5Test all integrations before deployment

RAG Document Management

Adding Knowledge Sources

Provide your agents with custom knowledge through various document types and sources.

Step-by-step:

  1. 1Upload files (PDF, DOC, TXT, MD formats)
  2. 2Add web URLs for dynamic content
  3. 3Paste text directly for quick setup
  4. 4Organize documents with descriptive titles

Best Practices

Optimize your knowledge base for better agent performance and accurate responses.

Step-by-step:

  1. 1Use clear, well-structured documents
  2. 2Keep content relevant to your use case
  3. 3Regular updates for dynamic information
  4. 4Test agent responses after adding content

API Endpoint Configuration

Setting Up Endpoints

Connect your agents to external APIs to access real-time data and extend functionality.

Step-by-step:

  1. 1Go to User Settings from dashboard
  2. 2Add API endpoints with name and URL
  3. 3Specify HTTP method (GET, POST, etc.)
  4. 4Provide detailed descriptions for each endpoint
  5. 5Save configuration before creating agents

Using Endpoints in Agents

Enable your custom agents to make API calls and integrate external data sources.

Step-by-step:

  1. 1Enable API Endpoints in agent creation
  2. 2Select which endpoints your agent can access
  3. 3Agents automatically use endpoints when relevant
  4. 4Monitor API usage through responses

Voice Interface Features

Voice Conversations

Experience natural voice interactions with AI agents using advanced speech recognition and synthesis.

Step-by-step:

  1. 1Grant microphone permissions when prompted
  2. 2Click 'Start Call' to begin voice session
  3. 3Speak naturally - agents understand context
  4. 4View conversation transcripts in real-time
  5. 5End call when conversation is complete

Troubleshooting Voice

Common solutions for voice-related issues and optimal setup recommendations.

Step-by-step:

  1. 1Ensure microphone permissions are granted
  2. 2Use a quiet environment for better recognition
  3. 3Check browser compatibility (Chrome recommended)
  4. 4Verify internet connection stability

Chat Interface Features

Text Conversations

Engage in detailed text-based conversations with rich formatting and file attachments.

Step-by-step:

  1. 1Type messages in the input field
  2. 2Use quick action buttons for common queries
  3. 3Attach files using the paperclip icon
  4. 4View message history and timestamps

File Attachments

Share documents, images, and other files with your agents for context-aware responses.

Step-by-step:

  1. 1Click attachment icon in chat interface
  2. 2Select files (images, PDFs, documents)
  3. 3Files are automatically processed for context
  4. 4Agents can reference attachment content in responses

Tips & Best Practices

Agent Performance

  • • Use clear, specific prompts for better responses
  • • Keep RAG documents well-organized and relevant
  • • Test agents thoroughly before deploying
  • • Monitor conversation quality regularly

User Experience

  • • Provide clear welcome messages
  • • Set up helpful quick action buttons
  • • Ensure consistent agent personality
  • • Handle edge cases gracefully

Security

  • • Secure API endpoints with proper authentication
  • • Regularly update database connection strings
  • • Monitor access logs and usage patterns
  • • Use HTTPS for all external connections

Troubleshooting

  • • Check browser console for error messages
  • • Verify microphone permissions for voice
  • • Test API endpoints independently
  • • Contact support for persistent issues

Frequently Asked Questions

How many agents can I create?

There's no limit to the number of custom agents you can create. However, performance may vary based on your usage and configuration complexity.

Can I modify built-in agents?

Built-in agents can be configured but not directly modified. You can create custom agents based on built-in templates and modify them fully.

What file formats are supported for RAG?

We support PDF, DOC, DOCX, TXT, and MD files. You can also add web URLs and direct text input for knowledge base content.

Need More Help?

If you couldn't find what you're looking for in this guide, our support team is here to help you succeed with your AI agents.

Contact Support

Get technical help and answers to specific questions

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