Harborne AI
Get started
Get Started / Create your voice agent+

Set up

Create your voice agent

Build the assistant that answers your calls and texts, then test it before going live.

1.Build your Voice & SMS AI agent

This is the assistant that answers your calls and texts. It goes live the moment you save it.

  1. 1Open Voice & SMS AI in the sidebar, then click “New”.
  2. 2Give the agent a name and choose a voice (use the play button to preview it), then pick a language.
  3. 3Write the greeting (the first thing callers hear) and a prompt describing how it should behave and what it helps with.
  4. 4Under Knowledge base, select the one you created.
  5. 5Under Phone number, choose the number you claimed so the agent answers on it.
  6. 6Under Contact details, choose what the AI should collect before helping. Name and email are checked by default; add phone for callbacks or SMS follow-ups.
  7. 7Click “Create voice agent” to take it live.

Tip: Your agent answers several callers at once - 2 on Basic, 5 on Intermediate and more on Enterprise. If every line is busy, extra callers leave a voicemail that's transcribed into Conversations and emailed to you.

Create your agent

2.Turn on safety guardrails

Guardrails stop your agent engaging with topics you'd rather a human handled. They are all off by default.

  1. 1In the agent form, scroll to the Guardrails card.
  2. 2Tick any of the four you need: Financial advice, Medical advice, Refund eligibility, Competitor mentions.
  3. 3Save the agent.

Tip: With a guardrail on, the AI stays neutral on that topic and offers to pass the person to your team rather than guessing. SMS AI and the chat widget each have their own set.

3.Test it before sharing

Try it two ways from the agent's Test page so you know exactly what customers will experience.

  1. 1Open Voice & SMS AI and click “Test” on your agent.
  2. 2On the “Call my phone” tab, type your number in international format (e.g. +44 7700 900123), click “Place test call”, then answer your phone.
  3. 3On the “Test in browser” tab, click “Start conversation”, allow microphone access, and just talk.
  4. 4Click “End conversation” when done. Adjust the prompt or knowledge base if anything sounds off, then test again.

Tip: The browser test works even before a phone number is attached - handy for quick checks.

Open Voice & SMS AI
Still stuck? A person will help.support@harborne.ai