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Quick start: voice agent

Stand up an agent that picks up a real phone number, has a natural conversation, and can take actions during the call. ~15 minutes plus provider setup.

What you'll need

  1. An Insighto.ai account with a Voice plan or wallet balance.
  2. A telephony provider account — Twilio, Plivo, or Telnyx. (We'll use Twilio in this walkthrough; the others follow the same pattern, see Channel Setup.)
  3. A phone number purchased from that provider.

Step 1 — Create a voice-capable assistant

  1. Open Build → AssistantsAdd assistant.

  2. Set the assistant type to Phone.

  3. Pick an LLM. For voice we recommend the realtime models (gpt-4o-realtime-preview) or gpt-4o-mini paired with our voice pipeline. Realtime is lower latency; mini is cheaper and acceptable for most flows.

  4. Pick a voice from Library → Voices. Hit the speaker icon to preview.

  5. Set a short system prompt. For voice, keep it tighter than chat — aim for ~150 words and tell the model to be concise.

    You are Acme Dental's reception agent. Your job is to (a) answer basic questions about hours and services, (b) book new patient appointments by collecting name, phone, and preferred date, and (c) hand off urgent calls to a human. Speak naturally; keep responses under 2 sentences.

Step 2 — Connect your phone provider

  1. Open Settings → BYOK Credentials (or Channel Setup if you are on a wallet-based plan).
  2. Add your Twilio Account SID + Auth Token. We validate the credentials live.
  3. Open Tools & Integrations, find Twilio, and link your purchased number to the assistant. The platform configures the Voice webhook on Twilio's side automatically.

Step 3 — Place a test call

Call the number. The assistant should pick up on the first ring, introduce it and follow the system prompt. You should hear turn-by-turn responses with sub-500ms latency on realtime models.

Step 4 — Add a calendar tool (book during the call)

  1. Open Tools & IntegrationsGoogle Calendar. Connect your Google account.
  2. Link the calendar tool to the assistant.
  3. Update the system prompt to mention the tool:

    When the caller wants to book, use the find_available_slots tool then book_meeting once they confirm a time.

Call again — the agent should now offer to book directly and the event lands on your Google Calendar.

Step 5 — Add an after-hours fallback

Real customers don't always call during business hours.

  1. Open Automation → WorkflowsNew workflow.
  2. Pick the Inbound call routing template.
  3. Set the business-hours window and the after-hours destination: voicemail with a drop message, or forward to a human's mobile.
  4. Link the workflow to the assistant. Done.

→ Full guide: Workflows

What to do next

  • Distribute incoming bookings across a team with Calendar Pools.
  • Run an outbound campaign — bulk-call your contact list with a voice survey or appointment reminder. See Campaigns.
  • Watch your wallet — voice consumes wallet credits per second beyond your plan allowance. See Billing.