Your First 24 Hours with Ayra

Create Your Account

Visit ayra.ai and create your account using your business email address. Choose a strong password and enable two-factor authentication immediately for security. Complete your profile with accurate business information including company name, industry, and primary use case.

Explore the Dashboard

Familiarize yourself with the main dashboard sections. The Agents tab shows all your voice agents and their status. Conversations displays interaction history and analytics. Integrations connects external platforms like CRMs and calendars. Analytics provides performance metrics and insights. Settings manages account configuration and API keys.

Spend 15-20 minutes clicking through each section to understand the layout. Don't worry about configuring anything yet—just get oriented.

Watch Quick Start Videos

Navigate to the Help section and watch the "Platform Overview" and "Creating Your First Agent" videos. These 5-10 minute tutorials provide visual walkthroughs of core functionality and save hours of trial-and-error learning.

Join the Community

Access the Ayra Community forum or Slack channel (links in dashboard). Introduce yourself, mention your use case, and bookmark helpful threads. The community is invaluable for troubleshooting, best practices, and inspiration from other users.

Choose Your Voice Platform

Ayra integrates with both Vapi and Retell for voice AI capabilities. For most users starting out, we recommend Vapi for its balance of features, pricing, and ease of use. Retell excels if ultra-low latency is critical (sales calls, customer-facing interactions).

Create Voice Platform Account

Visit vapi.ai (or retell.ai) and create an account. Verify your email and complete the initial setup wizard. Navigate to API settings and generate an API key.

Connect to Ayra

In Ayra dashboard, go to Integrations > Voice AI Platforms. Select Vapi (or Retell) and click "Connect." Paste your API key and click "Verify Connection." Successful connection displays a green checkmark and shows available voices.

Test Voice Quality

Use the voice preview feature to audition different voices. Select 3-5 voices that match your brand personality—professional, friendly, authoritative, warm, etc. Consider your customer demographics and brand voice when choosing.

Define Your Use Case

Before building, clarify exactly what this agent will do. Common starter use cases:

• Appointment Scheduler - Books appointments, handles cancellations/reschedules
• FAQ Responder - Answers common product/service questions
• Lead Qualifier - Gathers prospect information, assesses fit
• Order Status Checker - Provides order tracking information
• Support Ticket Creator - Logs customer issues, creates tickets

Choose ONE focused use case for your first agent. Trying to do everything creates complexity and reduces quality.

Write Your System Prompt

The system prompt defines your agent's behavior, personality, knowledge, and capabilities. Here's a proven template:

You are a professional customer service agent for [COMPANY NAME], a [BRIEF COMPANY DESCRIPTION].

YOUR ROLE:
You help customers with [PRIMARY FUNCTION]. You are knowledgeable, friendly, and efficient. Your goal is to provide excellent service while keeping conversations concise.

YOUR PERSONALITY:
- Professional yet warm
- Patient and understanding  
- Clear and concise
- Solution-focused

WHAT YOU CAN HELP WITH:
- [Specific capability 1]
- [Specific capability 2]
- [Specific capability 3]

WHAT YOU CANNOT HELP WITH:
If customers ask about [topics outside scope], politely explain you cannot help with that and offer to transfer them to a human agent or provide an alternative contact method.

IMPORTANT RULES:
- Always greet callers professionally
- Confirm information by repeating it back
- If unsure, ask clarifying questions rather than guessing
- End calls by asking if there's anything else you can help with
- Never provide medical, legal, or financial advice

Customize this template for your specific use case. Be specific about what the agent CAN and CANNOT do.

Configure Basic Settings

Create your agent with these settings:

• Name: Choose a descriptive internal name like "Appointment Booking Agent" or "Customer Support - Tech Issues"
• Phone Number: Let Ayra auto-provision a number, or port your existing number (porting takes 3-5 days)
• Voice: Select from your shortlisted voices
• Language: English (US) unless targeting other markets
• Welcome Message: "Thank you for calling [COMPANY]. I'm [AGENT NAME], your AI assistant. How can I help you today?"
• Business Hours: Set realistic hours when the agent should answer. Start with limited hours (e.g., 9 AM - 5 PM weekdays) until you're confident in performance.
• Recording: Enable call recording for quality monitoring and training
• Transcription: Enable for analysis and compliance

Add Knowledge Base (Optional)

If your use case requires specific information (product details, policies, FAQs), add a basic knowledge base:

• Create a simple document with Q&A format
• Upload as PDF or paste as text
• Agent will reference this during conversations

Start small—10-20 key FAQs. You can expand later.

Save and Activate

Review all settings, then click "Create Agent." The agent activates immediately and is ready to receive calls.

Internal Testing

Call your agent's number from different phones (mobile, landline, VoIP) to test audio quality across networks. Test these scenarios:

Document every issue you encounter. Don't try to fix everything yet—just note what needs improvement.

Review Conversations

After your test calls, review them in the Conversations tab. Listen to recordings, read transcripts, check sentiment analysis, and note where agent performed well versus poorly.

Look for patterns. Does the agent misunderstand certain words? Does it provide too much or too little information? Are responses too robotic or too casual?

Initial Refinements

Based on testing, make 2-3 critical improvements:

• Clarity Issues: If agent misunderstands common phrases, add examples to system prompt
• Response Length: If responses are too long, add "Keep responses concise—under 30 seconds" to system prompt
• Missing Information: If agent can't answer common questions, add to knowledge base

Make changes, test again. Repeat 2-3 times until core functionality works reliably.

Calendar Integration (If Scheduling)

For appointment booking agents, calendar integration is essential:

1. Go to Integrations > Calendar & Scheduling
2. Connect Google Calendar (or Outlook)
3. Select which calendar to use for bookings
4. Set business hours and buffer times
5. Test booking by calling agent and scheduling appointment
6. Verify appointment appears in calendar

CRM Integration (If Qualifying/Support)

For lead qualification or support agents, CRM integration captures valuable data:

1. Go to Integrations > CRM & Sales
2. Connect HubSpot, Salesforce, or Pipedrive
3. Configure field mappings (caller info to CRM contacts)
4. Enable automatic contact creation
5. Test by calling agent, then checking CRM for new contact

Notification Integration

Set up Slack or email notifications for important events:

1. Go to Integrations > Communication
2. Connect Slack or configure email alerts
3. Create notification rules for:
   • New conversations
   • Negative sentiment detected
   • Agent unable to help (escalations needed)
   • Errors or technical issues

Start with essential integrations only. You can add more sophisticated workflows later.

Example Workflow: Post-Conversation Follow-Up

This simple automation adds enormous value by ensuring every satisfied customer receives follow-up without manual effort.

Create Dashboard Views

Customize your dashboard to show the metrics that matter most:

• For Operations: Conversation volume, average duration, completion rate
• For Quality: Sentiment distribution, customer satisfaction, escalation rate
• For Business: Appointments booked, leads captured, issues resolved

Pin your most important widgets to the main dashboard for quick daily check-ins.

Configure Alert Thresholds

Set up alerts for anomalies requiring attention:

Configure alerts to go to email and Slack so you never miss critical issues.

Create Agent Runbook

Document how your agent works for team reference:

Create Troubleshooting Guide

Document solutions to issues you encountered during testing:

This documentation saves massive time when issues arise later.

Soft Launch Strategy

Don't announce your agent to all customers immediately. Start with controlled exposure:

Set Routing Rules

Configure how calls route between AI and human agents:

• Time-Based: AI during business hours, voicemail or human overflow after hours
• Load-Based: AI handles volume up to X calls/hour, overflow to humans
• Escalation-Based: AI attempts resolution, transfers complex issues to humans
• Hybrid: AI handles specific topics, humans handle everything else

Start conservative. Route simple, low-risk calls to AI while humans handle complex scenarios.

Day 1 Performance Review

Review your first day's analytics:

Identify Quick Wins

Based on Day 1 data, identify 3-5 quick improvements:

Implement these within 24-48 hours to rapidly improve performance.

Week 1 Roadmap

Plan your first week's priorities:

• Monday-Tuesday: Implement quick wins, monitor closely
• Wednesday-Thursday: Add second use case or expand first agent's capabilities
• Friday: Week 1 performance review, gather team feedback, plan Week 2

Month 1 Goals

Set realistic goals for your first month: