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Walkthrough

Voice Ops: Give Your Phone Line a Voice Agent

A walkthrough of the Voice Ops app: pick a bot role, write its instructions, get a business number, set voice and greeting, route calls and run a test call.

Yantra Team3 min read

On this page

A restaurant misses calls at the dinner rush. A clinic misses them after six. Voice Ops sets up an AI voice agent for a phone number from one page: say what it is for, pick a number, check the settings, test it.

Open the dashboard

Pick Voice Ops in the apps launcher. Voice Ops owns the chat while it is open. The page is titled AI Voice Ops, with your business name on the customer service dashboard.

Across the top are four KPI cards, each compared with last week:

  • Calls answered by AI
  • Reservations completed
  • First-call resolution
  • Human handoff rate

Instruct your voice bot

Start in Instruct your voice bot. Pick a role:

  • Customer support
  • Restaurant host
  • Appointment scheduler
  • Sales qualifier
  • Custom instructions

Then write what the bot should do in Bot instructions (system prompt). Hours, menu notes, what to escalate, when to hand off.

Press Apply instructions (auto-fill). It fills in the greeting, the voice profile, the after-hours and SMS toggles, and the scenarios for the role. The active role shows beside the button. The language stays as you set it.

Scenarios from instructions lists what the bot will handle. A restaurant host gets Reservation and booking, Menu and hours FAQ and Manager escalation. An appointment scheduler gets Book appointment, Reschedule or cancel and SMS confirmation. Customer support gets Issue triage, FAQ answers and Human handoff.

Get a number

Under Provision business phone number, choose a Search country: United States (+1), United Kingdom (+44) or India (+91). Press Refresh numbers. Each available number shows its region, use case, voice and SMS capabilities and a monthly cost. Select one and press Provision selected number. The status line confirms the number and its routing ID.

Buying a number from the platform works when your workspace has live telephony credentials. You can also bring your own Twilio number by pointing its webhook at Yantra. The webhook exists, but the setup screen for it is still to come. Connecting a whole Twilio account is planned.

Check the call settings

Auto-generated call settings holds what the bot sounds like:

  • Voice profile: Warm Concierge, Professional Support, Fast Casual Hostess or Multilingual Premium.
  • Language pack: English, or English with Spanish, Hindi or Arabic.
  • Welcome greeting: the first thing a caller hears.
  • Enable after-hours auto-answer.
  • Send SMS summary after calls.

Edit anything that apply got wrong, then Save AI voice configuration.

Active routing shows the inbound number, the bot role and the route: AI voice agent, then staff handoff, then voicemail fallback.

Test it

Press Launch voice test call. The status line shows the call ID when it starts.

From chat

The Voice Ops agent sits beside the dashboard. Try:

  • "Draft a call script for my voice agent."
  • "Place an outbound call for me and brief me afterwards."
  • "Review my latest call transcripts."
  • "Set up a voice workflow for after-hours answering with an SMS summary."
  • "Summarize the recent calls my voice agent handled."

Where it stands

Voice Ops is in preview. Inbound calls currently play a placeholder spoken message rather than a live AI conversation. Configuration is kept in memory rather than a database. Billing, multi-tenant sub-accounts, recording consent and personal-data retention are not in place yet. Without a telephony backend, the dashboard shows demo data, and the Call volume by hour chart is sample data for now.

What it is not

Outbound calls that negotiate on your behalf are DealDesk. Two-way texting from a leased number is SMS Campaigns. Generating a voiceover or a cloned voice is Voicebox.

Read more

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