Accessing the AI Agent Settings
To get started:
Click the hamburger menu (☰) in the top left corner of any screen in ProLine.
Scroll down and select Manage Team.
Navigate to the second tab at the top of the page: AI Agents.
Click the blue “Add New AI Agent” button.
Step 1: Choose the Agent Type
You’ll first select an Agent Type from the dropdown menu.
Currently, the only supported type is Scheduling (used for booking appointments and inspections).
Step 2: Select an AI Persona
ProLine offers a selection of 28 different AI agents, each with:
A unique face
A distinct voice
A different speaking style or tone
Click through the available agents to preview their voices and personalities. Choose one that fits your brand, region, and customer experience goals.
Once selected, click the blue “Add Agent” button to continue.
Step 3: Configure Persona Settings
After adding your agent, you’ll see new options appear under Persona Settings:
Agent Name
Defaults to the name associated with the persona (ex: Ryder).
You can customize the name as needed to match your needs.
Voice Selection
You may change the voice at any time from the list of available voices.
Agent Color
Set a profile color for the agent to help visually identify them within the system.
Location Assignment
If your company operates in multiple locations, you can assign the agent to a specific location.
This restricts the agent’s scheduling to only services or contacts tied to that location.
Optional: Create a Custom Voice
Want your agent to sound like you or a team member?
Click the “Create Voice” button.
A pop-up will appear with setup instructions.
Record a 1–2 minute voice sample in a quiet, echo-free environment.
You can use the pre-loaded script or create your own with a variety of tones and words.
Once saved, the AI agent will use this voice for all interactions, overriding the default voice.
Step 4: Assign a Phone Number
Search by Location or Pattern
When assigning a phone number, you can search in two ways:
1. Search by Location
Enter the city and state where you want the number to be based.
This is helpful for maintaining local presence and area code trust.
2. Search by Pattern
Search by keywords or digits (ex: entering 7663 spells “ROOF”).
This helps create branded, memorable phone numbers for marketing purposes.
Select a number from the inventory shown and assign it to your AI Agent.
Next Steps: Configure Scheduling & Services
Once your agent has been added and assigned a voice and number, you’ll need to complete the setup by configuring:
Scheduling Settings: who the agent can book for, how soon, and what type of event.
Service Descriptions: what services the agent can speak about, and what questions it should ask.
Emergency Call Transfer: This feature lets the AI agent instantly transfer an emergency call to a team member by routing it to the phone number you provide.
To learn more about Scheduling AI Agents, check our guide here.