Bolna Voice Agent

step 1 buy / assign a twilio phone number log into the twilio console go to phone numbers → buy a number (or choose an existing number) ensure the number supports voice / voice calls note the phone number , account sid , auth token configure the bolna voice agent navigate to the provider section in your bolna dashboard click on the provider option — a list of available voice providers will appear from the list, select twilio a configuration form will open requesting the following twilio credentials ⚙️ you can find these details in your twilio console account sid and auth token are located under account info your phone number can be found under phone numbers → active numbers twilio sid auth token phone number enter the credentials correctly and click connect once connected successfully, the system will validate your twilio account and link it to your bolna voice agent 3\ create the api key in your bolna dashboard , navigate to the developers section from the sidebar at the top of the page, you will find an option labeled create a new api key click create a new api key — the system will automatically generate a unique api key for your account important once the api key is generated, copy it immediately and save it securely (for example, in a notepad or password manager) ⚠️ the api key will be displayed only once , and you won’t be able to view it again later 4\ create an agent setup in the bolna dashboard , navigate to the agent setup section click on create new agent — a new window will open you will see two available options auto build agent pre build agent you can choose any one of these options if a suitable pre build agent is available, you can select and use it directly if not, select auto build agent to create a custom agent from scratch in the auto build agent form, fill in the following required fields name of the agent languages what do you want to achieve in this call? ideal next steps after this call faqs / business documents / any information sample transcript after filling in all the details, click generate agent 5\ configure the agent settings once the agent is created, it will appear under the agent setup section, displaying the agent name you just created click on the agent to open its configuration settings you will be prompted to provide the following details agent welcome message → enter the greeting or introductory message that the agent will say when a call begins example “hello! this is the bolna voice agent how can i help you today?” agent prompt → define the main system prompt or instruction that guides how your agent should behave during the conversation example “you are a friendly and helpful customer support agent for simplita answer clearly and assist the caller with accurate information ” note for using custom prompts, retrieving previous transcript data from the database, and enabling rag (retrieval augmented generation), users must utilize custom variables these custom variables are already pre configured in the system {rag id} {systemprompt} {previous transcript} after configuring these details, click save to apply the settings using the agent with rag (retrieval augmented generation) if you want to enable your agent to respond using rag (retrieval augmented generation) — follow the next steps 6\ connect and configure rag (knowledge base integration) in your bolna dashboard , navigate to the knowledge base section click on the upload pdf button select and upload the company related pdf or reference documents that contain important information (such as faqs, product details, or company policies) once the pdf is uploaded successfully, it will be added to your agent’s knowledge base the bolna voice agent will now be able to retrieve and respond to user queries using the information from the uploaded documents — enabling rag (retrieval augmented generation) responses