How to Set Up an AI Phone Agent in Under 10 Minutes

Your First AI Phone Agent in 10 Minutes

Setting up an AI-powered phone agent used to mean hiring a development team, licensing expensive call centre software, and spending weeks on configuration and testing. Those days are over. With OnCallClerk, you can have a professional AI voice agent answering your business calls in under ten minutes - no coding, no technical background, no IT department required.

This guide walks you through every step of the process, from creating your account to hearing your agent pick up its first call. Whether you're a solo plumber who's tired of missing calls mid-job, a dental practice that needs after-hours coverage, or a growing e-commerce brand drowning in routine inquiries, this is your starting point.

What You'll Need Before You Begin

Not much, honestly. That's kind of the point. Here's the full list:

• An email address - for creating your OnCallClerk account (or you can sign up with Google)
• Basic business information - your business name, hours of operation, and the services you offer
• A rough idea of how you want your agent to sound - we'll help you with this, but it's good to have a sense of the tone you want (professional, friendly, casual, etc.)
• About 10 minutes of uninterrupted time - that's genuinely all it takes

You don't need an existing business phone number (we'll give you one), you don't need any software to install, and you don't need to prepare any technical documentation. If you can fill out an online form, you can set up an AI phone agent.

Step 1: Create Your Account (1 minute)

Head to oncallclerk.com/signup and you'll be greeted by a clean, three-step signup wizard.

Fill in Your Details

The first screen asks for the basics:

• First Name and Last Name
• Email Address - this becomes your login
• Company Name - the name of your business
• Phone Number - optional, but useful for account recovery
• Password - create something strong; you'll see a show/hide toggle so you can double-check what you've typed

You'll also need to agree to the Terms of Service and Privacy Policy. There's an optional checkbox if you'd like to receive product updates and tips - no spam, just genuinely useful content about getting the most from your agent.

Prefer to skip the form? Click Continue with Google to sign up with your Google account in one click.

Choose Your Plan

The second screen presents three plans:

• Basic - ideal for solo operators and very small businesses. You get 50 minutes of AI call handling per month, basic analytics, a standard greeting, and email support.
• Professional - the most popular choice, designed for growing businesses. 200 minutes per month, advanced analytics, custom greetings, CRM integration capabilities, and priority support.
• Enterprise - built for high-volume businesses. Unlimited minutes, the full analytics suite, support for multiple agents, API access, dedicated support, and custom integrations.

You can toggle between monthly and yearly billing - yearly saves you a meaningful chunk. Every plan starts with a 14-day free trial, so you won't be charged until you've had plenty of time to see your agent in action.

Confirm and Start Your Trial

The final screen shows your order summary. You'll see the plan you selected, the billing cycle, and a clear "£0.00" total confirming your trial. Payment is handled securely through Stripe, and you can cancel anytime during the trial period with no charges.

Click Start Free Trial and you're in.

Step 2: Choose a Voice for Your Agent (2 minutes)

Once you're in the dashboard, you'll land on the Agent Setup page. The first tab is Voice & Speech, and this is where you decide what your agent actually sounds like.

OnCallClerk offers nine distinct AI voices, each with its own personality and character. You're not choosing from a list of robotic text-to-speech options - these are natural, expressive voices that sound genuinely human.

Here's who you can choose from:

• Kevin - American male. Professional, warm, and articulate. A great all-rounder for business calls.
• Sarah - American female. Confident, friendly, and approachable. Popular with service businesses that want a welcoming first impression.
• Lucy - British female. Energetic, clear, and engaging. Adds a touch of sophistication for brands that want it.
• Jake - Australian male. Young, reliable, and professional. Natural and easygoing without being too casual.
• Dominic - American male. Elegant, sophisticated, and charming. Ideal for premium brands and professional services.
• Ava - American female. Elegant, sophisticated, and charming. Pairs well with luxury or boutique businesses.
• Elise - American female. Professional and friendly. A balanced, versatile choice.
• Ryan - American male. Professional and friendly. Clean and clear - works well for anything from tech support to healthcare.
• Jon - American male. Knowing and poised. Conveys confidence and authority - great for legal, financial, or consulting firms.

Each voice card has a Preview button so you can listen to a sample before committing. Click through a few, play the samples, and pick the one that feels most like your brand. You can always change it later.

Step 3: Define Your Agent's Personality (2 minutes)

Switch to the Personality tab. This is where you shape *how* your agent communicates, not just how it sounds.

Agent Name and Personality Type

First, give your agent a name - this is what it'll introduce itself as when it picks up the phone. Keep it to 23 characters or fewer. Something like "Alex," "Sam," or "Jordan" works well. You can also use a more branded name if it fits your business.

Next, choose a Personality Type from four options:

• Professional - formal, courteous, and business-focused. Best for law firms, financial services, medical practices.
• Friendly - warm, approachable, and conversational. Great for restaurants, salons, retail, and service businesses.
• Helpful - solution-oriented and proactive. Ideal for support-heavy businesses where callers need answers fast.
• Concise - brief, direct, and to-the-point. Perfect for high-volume businesses where efficiency matters most.

Custom Greeting

This is the first thing every caller hears. Write something natural and on-brand. For example:

"Hi there! Thanks for calling Riverside Dental. I'm Sam, your virtual assistant. How can I help you today?"

Or for a more formal setting:

"Thank you for calling Mitchell & Associates. My name is Alex. How may I direct your call?"

The placeholder text gives you a starting point, but make it yours. This single sentence sets the entire tone for the caller's experience.

System Instructions

This is the most powerful part of your agent's configuration, and it's worth spending an extra minute here. System instructions tell your AI agent exactly how to behave, what information to provide, and how to handle different situations.

Don't worry if you're not sure where to start - OnCallClerk provides Quick Start Templates for common business types:

• Real Estate Agent - handles property inquiries, viewing scheduling, and lead qualification
• Restaurant Reservations - manages table bookings, menu questions, and event planning
• Medical Practice - appointment scheduling and general health inquiries
• E-commerce Support - order inquiries, returns, and product information

Click any template to load a pre-written set of instructions, then customise it to match your specific business. The instructions panel includes helpful tips:

• Be specific about what the agent should and shouldn't do
• Include examples of how to handle common scenarios
• Define when to transfer calls to humans
• Specify the tone and personality you want
• Include any business-specific information or policies

Think of this as briefing a new receptionist on their first day. The more context you give, the better your agent performs.

Step 4: Build Your Knowledge Base (2 minutes)

The Knowledge Base tab lets you add frequently asked questions - the kind of routine queries that make up the bulk of most business calls.

Click Add New FAQ and enter a question and answer. For example:

Question: "What are your hours?"

Answer: "We're open Monday through Friday, 9 AM to 6 PM, and Saturday 10 AM to 2 PM. We're closed on Sundays and public holidays."

Question: "Do you offer free estimates?"

Answer: "Yes! We offer free estimates for all residential plumbing work. I can schedule one for you right now if you'd like."

Question: "What's your cancellation policy?"

Answer: "You can cancel or reschedule your appointment with at least 24 hours' notice at no charge. Late cancellations may be subject to a £25 fee."

Add as many as you need. Common starting points include:

• Business hours and location
• Services offered and pricing
• Cancellation and refund policies
• Payment methods accepted
• Service area or delivery zones
• Booking and availability questions

Each FAQ feeds directly into your agent's knowledge, so it can answer these questions instantly and accurately on every call. You can add, edit, or remove FAQs at any time as your business evolves.

Step 5: Configure Call Handling Rules (1 minute)

The Call Rules tab is where you set up the operational side of things: when your agent is active, how it handles escalation, and where to forward calls when needed.

Escalation Policy

Sometimes a caller needs to speak to a real person. The escalation policy controls when that happens:

• Never - the AI handles everything, no transfers
• Complex queries only - the AI recognises when it's out of its depth and offers to connect the caller (this is the default, and it's a good starting point)
• When requested - the AI only transfers if the caller explicitly asks for a human
• Always offer option - the AI proactively lets callers know they can speak to a person

If you set any option other than "Never," you'll provide an Escalation Phone Number - typically your mobile or a team member's number - where transferred calls go.

Business Hours

By default, your agent runs 24/7 - which is one of the biggest advantages of AI phone coverage. But if you'd prefer to handle calls yourself during business hours and let the AI cover evenings, weekends, and holidays, you can configure a custom schedule.

Toggle off 24/7 mode and you'll see:

• Operating Days - check or uncheck each day of the week
• Starting Time and Ending Time - set your hours (e.g., 09:00 to 18:00)
• Timezone - choose from major timezones including EST, CST, MST, PST, GMT, CET, JST, and AEST

When your agent isn't active, calls can be forwarded to a Forward Phone Number that you specify - your personal line, your office, or wherever you want calls to go during business hours.

Business Name

Enter your business name here so the agent has it available for the conversation context. This is separate from your company name on your account - handy if you operate multiple brands.

Step 6: Get Your Dedicated Phone Number (1 minute)

The final tab is Phone Number, and this is where everything comes together.

Searching for a Number

Select your country (currently United States, with UK, Canada, and Australia coming soon), and you'll see a list of available phone numbers sourced in real time. Each number shows:

• The number itself in a friendly format
• The region/city it's associated with
• Whether it's a Local or Toll-free number
• Its capabilities (voice, SMS, MMS)

You can filter numbers by area code (enter a 3-digit code like 212 for New York, 310 for Los Angeles, or 800 for toll-free) or search for numbers that contain specific digits if you want something memorable.

Assigning Your Number

Found one you like? Click to select it and confirm the assignment. A modal will remind you that number assignment is permanent for that agent - choose carefully. Once confirmed, your number is instantly active and your agent is ready to receive calls.

Your assigned number appears prominently in the Phone Number tab and on your Dashboard Overview, complete with a copy button for easy sharing.

Using Your Number

You have several options for how to deploy your new number:

• Use it as your primary business line - put it on your website, business cards, and Google Business Profile
• Forward your existing number to it - set up call forwarding with your current carrier so calls to your existing number ring your AI agent
• Use it for after-hours coverage only - forward calls to your AI number outside business hours using your carrier's conditional forwarding settings

You're Live!

That's it. Your AI agent is now answering calls on its dedicated phone number, 24 hours a day, 7 days a week. The first thing you should do? Call it yourself. Seriously - dial the number, have a conversation, test a few scenarios. Ask about your hours, try to book an appointment, see how it handles a question you didn't add to the FAQ.

It's a genuinely surprising experience the first time. The voice is natural, the responses are intelligent, and callers get the same consistent, professional experience whether they call at 2 PM or 2 AM.

What You'll See in Your Dashboard

Once calls start coming in, your dashboard becomes your command center.

Overview

The Overview page gives you an at-a-glance snapshot of your phone service:

• Service Status - a live indicator showing your agent is active and ready
• Your Business Number - displayed prominently with a quick-copy button
• Current Agent - which agent is active and which voice it's using
• Today's Stats - calls today, successful calls and success rate, average call duration, and total minutes used
• Recent Activity - the last several calls with timestamps, caller numbers, outcomes, and durations

Transcripts

Every single call is automatically transcribed and stored. You can:

• Search transcripts by keyword - looking for everyone who mentioned "emergency" or "pricing"? Just search for it
• Filter by category - narrow down by call type (Sales Inquiry, Support Request, Booking, Complaint, etc.) or outcome (Resolved, Lead Captured, Escalated, Follow-up Required)
• Read full conversations - see the complete back-and-forth between your agent and the caller, with each message labeled by role
• Download transcripts - export individual call transcripts or bulk-export everything as text files

This is data that most businesses never capture. Every phone conversation your business has ever had, fully searchable and reviewable.

Analytics

The Analytics page turns your call data into actionable insights:

• Call volume trends - see how many calls you're getting by day, week, or month
• Answer rate - what percentage of calls your agent successfully handles
• Average duration - how long your typical call lasts
• Leads generated - how many calls resulted in a captured lead
• Hourly distribution - discover when your busiest calling hours are (you might be surprised)
• Conversion metrics - track how calls translate into business outcomes

You can filter by date range (7, 30, or 90 days) and export everything to CSV for deeper analysis or reporting. These are the kind of insights that used to require expensive call-centre analytics platforms - now they're built into every OnCallClerk plan.

Connecting Integrations

Once your agent is live and handling calls, you can supercharge it by connecting it to the tools your business already uses. Head to the Integrations page in your dashboard.

Google Calendar

Connect your Google Calendar and your agent can check real-time availability and book appointments directly during a call. No double-bookings, no "let me check and call you back." You can configure:

• Which calendar to use
• Buffer time between appointments (default: 15 minutes)
• Default appointment duration (default: 30 minutes)

Setup takes about one minute via Google OAuth.

Gmail

Link your Gmail account and your agent can send follow-up emails to callers immediately after a conversation - confirmations, pricing information, directions, or whatever you need. A caller asks about your services, and before they've hung up, a personalised email lands in their inbox.

Google Sheets

Connect a Google Sheet for automatic data logging. Every call, every lead, every appointment - automatically recorded in a spreadsheet you can share with your team, import into other tools, or use for reporting.

API Integrations (Fetch & Send Data)

For businesses with more advanced needs, OnCallClerk supports two types of API integrations:

• Fetch Data - your agent can pull information from any external API during a call. Check inventory, look up order statuses, verify account details - all in real time while the caller is on the line.
• Send Data - push structured data to external endpoints. Feed new leads directly into your CRM, trigger workflows in your project management tool, or update records in your backend system.

Both support custom headers, query parameters, and request body schemas. If you can reach it with an API, your agent can talk to it.

Coming Soon

Integrations with Slack, Calendly, HubSpot, Stripe, Zapier, and Shopify are on the roadmap - each designed to make your agent an even more seamless part of your tech stack.

Pro Tips for Getting the Most Out of Your Agent

1. Test Like a Customer

Call your own number with different scenarios. Ask tricky questions. Try to confuse it. See how it handles edge cases. The more you test early on, the better your agent performs from day one.

2. Review Your First Transcripts Carefully

After your first 10-20 calls, read through the transcripts. You'll quickly spot patterns: questions your agent stumbled on, information it's missing, or phrasing that could be more natural. Use these insights to refine your system instructions and add new FAQs.

3. Start with Your Top 10 FAQs

You don't need to document everything upfront. Start with the ten questions you hear most often and add more over time. Your analytics and transcripts will tell you exactly what callers are asking about, so you can fill gaps based on real data rather than guessing.

4. Use the Analytics to Find Hidden Opportunities

Pay attention to when calls spike, what topics come up most, and which calls result in leads. You might discover that 30% of your calls happen after 6 PM when you're currently closed - that's revenue your agent is now capturing. Or that a service you barely promote generates a ton of phone inquiries - that's a marketing signal.

5. Set the Right Escalation Policy

"Complex queries only" is the default for a reason - it gives your agent the freedom to handle routine calls independently while ensuring genuinely tricky situations get a human touch. Start there and adjust based on what you see in your transcripts.

6. Keep Your Instructions Updated

As your business changes - new services, updated pricing, seasonal hours - update your agent's system instructions and FAQs to match. It takes less than a minute, and it ensures your callers always get accurate information.

Managing Multiple Agents

On the Professional plan (up to 3 agents) and Enterprise plan (up to 10 agents), you can create separate AI agents for different business lines, locations, or purposes. Each agent gets its own:

• Voice and personality
• System instructions and FAQ library
• Phone number
• Call rules and business hours
• Integrations
• Analytics and transcripts

Switch between agents using the dropdown at the top of your dashboard sidebar. Creating a new agent is quick - give it a name, choose an agent type (Real Estate, Customer Support, Restaurant, Medical Practice, E-commerce, or Custom), and OnCallClerk auto-generates a starting system prompt and greeting based on the type. Then customise from there.

The Bottom Line

Ten minutes. That's the distance between where you are now - missing calls, losing leads, scrambling to cover the phones - and having a professional, intelligent AI agent handling every call with consistency and care.

No developers. No infrastructure. No six-figure contracts. Just a straightforward setup that works from the moment you flip the switch.

The businesses that are adopting AI voice agents today aren't doing it because it's trendy - they're doing it because the maths is obvious. Better coverage, lower costs, happier customers, and data from every conversation that drives smarter decisions.

Your 14-day free trial starts the moment you sign up. No credit card required. No commitment. Just get started and see what your business sounds like when it never misses a call.