Create and test your AI receptionist
Name, language, voice, first message and instructions, then a test call to your cell phone.
Role : ManagerDuration : 7 minOn : Web, Mac
In this video · 7 chapters
Video in French with English subtitles. The English version is coming.
Before you start
- Your business hours: see Set your business hours.
- Your cell phone close at hand, for the test call.
- The AI agent is included in every plan.
- Did you choose AI receptionist when you went live? It already exists, connected in When nobody answers mode: skip to the “Test it” step.
Step by step
7 steps, about 7 minScreenshots show Callizy in French. Button names are given in English.
- 1
Start the creation
20 sIn AI voice agents, click Create my first agent, or Create agent if you already have one. Choose Inbound agent: the one that answers your calls. The Outbound agent, for its part, calls for you in campaigns, with the Business plan.
Administration/AI voice agents/Create my first agent
Open this screen in Callizy - 2
Choose a starting point
20 sUnder Starting point, click Reception: it answers and takes messages. Other templates start from an industry or a need: see Callizy for your industry. You can change everything afterwards.
- 3
Give it your website
1 minEnter your website address, then Find the pages. The most useful are checked, 5 at most. Click Create the agent. No website? Skip creates the agent right away.
- 4
Your agent is ready
30 sIn a few moments, Callizy shows “Your agent is ready”. It is called Receptionist and answers in your business’s name, in English and French. When a caller leaves a message, it alerts you by email, and by text to your verified cell phone. Click Open the agent.
- 5
Make it yours
2 minBehavior tab: Agent name, Language and Voice. For the voice, the Pick a voice window opens: listen, select, then Add voice. Reread the First message, the sentence it says when it picks up, and Personality and instructions. At the top, click Update.
Administration/AI voice agents/your agent/Behavior
- 6
Connect it to your number
1 minIts card says “Not answering any line”. Click Connect and choose when it answers: Always, Outside opening hours or When nobody answers. For the last two, choose who rings first under Who answers during opening hours?. Click Set up.
- 7
Test it
2 minOn the agent’s card, click Test. Your cell phone is already filled in: click Call me, answer and talk to it like a customer. After the call, the Summary and the Transcript appear.
Key points
- As long as it is not connected, the agent does not answer on any line.
- When nobody answers: your team rings first, the agent takes over. Outside opening hours: your team during your hours, the agent the rest of the time.
- During the trial, the agent uses your 30 minutes of calls. After that, each plan includes 30 minutes of AI agent per user per month, pooled.
Not working?
Callizy shows “The agent could not be created. Try again in a moment.”
- Click Try again.
- If the message comes back, write to support.
Callizy shows “This site blocks automatic reading. Add your information to the agent by hand.”
- Click Skip: the agent is created without pages.
- Then add your pages by hand: see Give the agent knowledge.
Callizy shows “The site does not respond. Check the address.”
- Check that the address opens in your browser.
- Otherwise, click Skip.
Callizy shows “Some required fields are empty or invalid. Check the sections highlighted in red.”
- Give the agent a name.
- Choose a voice.
- Write its personality and its instructions.
Callizy shows “No number available, buy a number or free one up first.”
- Your number already answers with another agent: connect this one to another number.
- Or buy one: see Buy a number.
Callizy shows “Couldn't start the test call. Try again in a moment.”
- Try again in a moment.
- Check your AI minutes in Settings › Billing: without minutes, the test does not start.
- Enter your cell phone, not the business’s Callizy number.
Callizy shows “That number doesn't look valid. Check the format.”
- Enter 10 digits for a Canadian number, or +… for an international number.
Frequently asked questions
What is the difference between the three connection modes?
How long does it ring before the agent answers?
Can I switch templates afterwards?
Can the agent book appointments?
Video transcript
Your AI receptionist. Ready in two minutes. Here's the result: Camille answers when your office is closed, or when nobody picks up. And you heard her before your customers did, on your mobile phone. To get there: your number, your opening hours, and your mobile phone at hand. The AI agent is included in every plan. In “Administration”, “AI voice agents”. “Create my first agent”. Two types. “Outbound agent”: it calls for you, in campaigns, with the Business plan. Take “Inbound agent”: the one that answers your calls. “Agent name”: Camille. “Language”: “French and English”. She answers in French, and switches to English as soon as the caller speaks English. “Voice”: click, listen, choose. Then “Choose this voice”. The number, we'll set it right after. “First message”: the sentence she says when she picks up. Replace it with yours. “Personality and instructions”: her instructions. Who she is, how to speak, and what to do for a message. “Create agent”. Camille is created, but she isn't answering any line. “Connect”. Three choices: “Always”, “When nobody answers”, or “Outside opening hours”. Take this one. During your hours, your phone rings first, for thirty seconds. The number is already selected. “Set up”. Remember one rule. Your opening hours decide. During your hours, the call rings you first; if you don't answer, Camille takes the message. In the evening and on weekends, she answers right away. One last step: on her card, “Test”. Your mobile number is already filled in: “Call me”. It rings. Answer, and talk to her like a customer. After the call, the summary and the transcript show up here. During the trial, Camille draws on your 30 minutes of calls. After that, Team includes 30 AI agent minutes per user, every month, pooled. Callizy, the phone that answers when you can't.Read the full transcript
Your AI receptionist. Ready in two minutes. Here's the result: Camille answers when your office is closed, or when nobody picks up. And you heard her before your customers did, on your mobile phone. To get there: your number, your opening hours, and your mobile phone at hand. The AI agent is included in every plan. In “Administration”, “AI voice agents”. “Create my first agent”. Two types. “Outbound agent”: it calls for you, in campaigns, with the Business plan. Take “Inbound agent”: the one that answers your calls. “Agent name”: Camille. “Language”: “French and English”. She answers in French, and switches to English as soon as the caller speaks English. “Voice”: click, listen, choose. Then “Choose this voice”. The number, we'll set it right after. “First message”: the sentence she says when she picks up. Replace it with yours. “Personality and instructions”: her instructions. Who she is, how to speak, and what to do for a message. “Create agent”. Camille is created, but she isn't answering any line. “Connect”. Three choices: “Always”, “When nobody answers”, or “Outside opening hours”. Take this one. During your hours, your phone rings first, for thirty seconds. The number is already selected. “Set up”. Remember one rule. Your opening hours decide. During your hours, the call rings you first; if you don't answer, Camille takes the message. In the evening and on weekends, she answers right away. One last step: on her card, “Test”. Your mobile number is already filled in: “Call me”. It rings. Answer, and talk to her like a customer. After the call, the summary and the transcript show up here. During the trial, Camille draws on your 30 minutes of calls. After that, Team includes 30 AI agent minutes per user, every month, pooled. Callizy, the phone that answers when you can't.
Updated October 29, 2026