Skip to content
English
  • There are no suggestions because the search field is empty.

How to Get Your Voice Agent Live

Everything you need to get your Voice Agent set up, tested, and answering calls

Setting up your Voice Agent doesn't require replacing your phone system or changing how your team works. This guide walks through everything that happens before you go live — checking you're eligible, providing the business details we need, connecting your calls, and testing the agent before it answers a real customer. Once you're live, head to Customizing Your Voice Agent's Persona and Call Handling to fine-tune your Voice Agent setup.

NZ operators: The Voice Agent is still in progress for you. We'll share a timeline as soon as we can.

Getting Your Voice Agent Live

1. Check Requirements

Before getting started, make sure you meet the eligibility criteria for location, booking system integration, and phone provider (VoIP) compatibility. You can review the full AI Voice Agent Setup Requirements here.

2. Provide Your Business Details

To provision your Voice number, we'll need some business details up front. What's required depends on your region — having these ready will help us get you live faster.

Australia

  • Your Australian Business Number (ABN) or Australian Company Number (ACN)
  • Your business type (for example, Pty Ltd or Sole Trader)
  • Supporting documents:
    • Proof of business registration — such as an ASIC extract or ABN certificate
    • Proof of address — a utility bill, bank statement, or government correspondence, dated within the last 6 months

United States

  • Your EIN (Employer Identification Number)
  • Your legal entity name, plus your DBA ("doing business as" name) if you have one

You'll also provide a region code and a forwarding number. This should be an existing number that can receive phone calls — typically your business's primary contact number. Your Voice Agent may forward calls to this number when it transfers a caller to your team.

3. Confirm Use Cases and Preferences

Our Customer Experience team will work with you to understand how you want Voice to operate. This includes your phone provider (VoIP), go-live goals, scheduled hours, preferred call flow, escalation rules, and any operational priorities or guardrails.

4. Set Up Call Routing

We’ll provision a dedicated toll-free Voice number for testing and live routing, and enable the Voice tab in your dashboard.

Next, we’ll guide you through setting up your VoIP system to forward calls to the Yonder number. Voice works alongside your existing phone provider’s routing rules. Most operators choose one of three approaches:

  • Forward calls after-hours only
  • Route all calls to AI first and transfer to staff when needed
  • Keep their existing phone tree and direct one option to the AI

Configuration steps vary by phone provider, and our team will guide you through applying the correct routing rules for your system.

5. Test Your Voice Agent

You’ll receive your Yonder Voice number to begin testing. During testing, you can:

  • Call the Voice Agent directly
  • Review call logs and transcripts
  • Test availability checks and SMS links
  • Mark calls as “Test” to exclude them from reporting
  • Use the “Send Feedback” button to notify us of any issues
6. Go Live

Once testing is complete and call forwarding is confirmed, you’re ready to route live customer calls to your Voice Agent.

Once you're live, the next step is making the agent your own — its voice, its greetings, and how it handles calls when you're open versus closed. You'll find all of that in Configuring Your Voice Agent.

Frequently Asked Questions

What do I need to provide to get started?
It depends on your region. Australian operators provide an ABN or ACN, business type, and supporting documents. US operators provide an EIN and legal entity name. Everyone provides a forwarding number that can receive calls.

What are the scheduling options?
Voice works alongside your phone provider's routing rules. You can forward calls after-hours only, route all calls to AI first, or use your existing phone tree to direct certain options to the agent. Your VoIP controls when calls are forwarded.

Do I need to replace my current phone system?
No. Voice works alongside your existing phone provider. We'll guide you through forwarding the right calls to your Yonder Voice number.

Why do you need proof of business registration and address?
These details are required to provision a Twilio phone number in your region. Having them ready up front helps us get you testing and live faster. 

Do we need a VoIP texting plan?
No. Yonder sends SMS independently of your phone provider.

Have questions? Contact support@yonderhq.com.