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How to Set Up an AI Call Agent [Step-by-Step]

Luke Tan

Last update

Missed Calls Cost Customers

To set up an AI call agent, sign up for a tool like Wonderchat.io, add your help center and docs, connect a phone number from its integrations, test a call in your browser and go live; the steps below walk through each one. Here's why it matters: a customer with a product issue calls your support line at 3 AM, and nobody answers. They wait. They get frustrated. Feeling helpless, they turn to social media to leave you a negative review and a 1-star rating.

Your team can't answer every question all day, but what if an AI agent answered the repeat ones from your docs?

Enter AI call agents. These virtual assistants answer calls at any time and give customers an answer right away. No wait times. No background music. Just instant answers. Platforms like Wonderchat.io allow you to build and deploy an AI call agent with no coding required. The agent answers only from the help center and docs you connect, and says so when none of them covers a question, which suits a small team without a phone desk.

In this post, you’ll learn:

  • What are AI call agents (and why they're not just chatbots).

  • How they help with long wait times and the same questions over and over.

  • Step-by-step instructions to launch your own AI agent today.

What are AI Call Agents?

An AI call agent is a customer service assistant that answers your phone calls by:

  • Answering phone calls instantly, in a natural, human-like voice.

  • Understanding context (eg: when a customer says "My order hasn't arrived!", it can look up the order status if it's connected to your store).

  • Answering questions without making your customers wait.

Example:

Your customer calls to ask how to cancel a subscription. The AI call agent will:

  1. Answer their phone call via voice

  2. Explain the cancellation steps from your help center page

  3. Offer a person, with the whole conversation, if your docs don't cover their case

No one waits on hold, and when the agent doesn't know, it says so instead of guessing.

How do AI Call Agents Solve Customer Service Issues

Here are two common problems for support teams and how AI call agents help.

Issue #1: Long Wait Times

Problem: Customers often face long wait and hold times before speaking to a live agent. These long hold times lead to frustration and negative reviews.

How AI Call Agents Fix This: AI call agents pick up calls immediately, so callers don't wait on hold. They pick up calls at peak times and after hours.

Issue #2: The Same Questions Over and Over

Problem: A small team spends its day answering the same calls about shipping, returns and log-ins. Those calls pull people away from the problems that need them.

How AI Call Agents Fix This: the agent answers the repeat questions from your docs. Your team takes the calls your docs don't cover, with the whole conversation in front of them.

How to Set Up Your AI Call Agent the same day (with Wonderchat)

Step 1: Sign Up for Wonderchat.io

  • Go to Wonderchat.io

  • Click Start for Free

  • Enter your email to register

That's it. No credit card is required.

Step 2: Create your AI agent

Create a new AI agent and pick a role for it, or write your own instructions:

  • Customer service

  • Sales

  • General

  • Custom: write your own instructions

Learn more about these AI chatbot roles and get ideas for custom-written scripts in this blog post.

Step 3: Customize Your AI Agent's Responses

Use Wonderchat’s editor to:

  • Upload a knowledge base (FAQs, website page, e-book, PDF manual)

  • Set your brand’s tone (eg: “Friendly, polite and professional”).

  • Add the pages that cover common calls, like your refund policy, log-in help or shipping times.

Need more help? The "How to Build Your First AI Agent" post has more tips and guides on customizing your chatbots.

Step 4: Set Up Your AI Phone Line

Wonderchat connects to tools like Zapier, Shopify, Zendesk, HubSpot and WhatsApp. Learn how to integrate it with each platform in the Documentation Guide.

You can also connect your AI agent to a phone line; phone calls are included from the Basic plan.

How to Create Your AI Phone Call Line in Wonderchat

  1. Log into Wonderchat.io and select your AI agent.

  2. Click on the Phone Icon shown in the Integrations column.

  3. Next, click on Create and Connect a Phone Number. Wonderchat will auto-generate a US phone number for your AI agent.

  4. Click Test Call on the Web to simulate a real call. During testing: allow microphone access (look for the browser prompt)

  5. Ask a question (eg: "How do I return a product?") and see if your words turn into live transcriptions

  6. See how smoothly the AI agent responds, and how it pulls answers from your knowledge base.

Step 5: Launch Your AI Call Agent

Once you're happy with the customization, you can deploy it. Your AI agent is now answering calls; when your docs don't cover a question, it says so instead of guessing.

Why Choose Wonderchat.io for Phone Calls?

  1. It's easy to set up and requires no coding. 80% of Wonderchat agents that go live do so the same day.

  2. It answers from your own content and says so when your docs don't cover a question, instead of guessing. If you need the agent to take actions on the call, like processing a refund or cancellation, Ada, Decagon and Sierra take multi-step actions; Wonderchat answers and hands over.

  3. It gets better as you fill gaps: questions it couldn't answer land in the review inbox, and once you answer one, it answers it from then on.

How to Troubleshoot Your AI Call Agents

FAQ #1: What can I do if my AI call agent misunderstands a client's question?

AI can mishear words, so add common synonyms to your knowledge base (eg: "refund" = "return money", or "shipping" = "delivery").

FAQ #2: Can background noises prevent AI agents from hearing clearly?

Yes, background noises can confuse the AI call agent.

FAQ #3: What do I do if my AI call agent is too slow to respond to questions?

You can trim long scripts into short sentences to reduce the time spent on preparing the answers.

Ready to Stop Losing Customers To Unanswered Calls?

Don’t let your competitors answer first. Sign up for the free plan, which refills 50 AI replies every month and needs no credit card.

Stop answering the same questions. Let your docs do it.

Luke Tan

Luke Tan is the technical co-founder of Wonderchat. He is an RAG nerd, with an avid interest in gaming. If he is not prompting AI to figure out the next cool feature to build, he can be found trying out new AI tools.