# How to Use Voice AI Flow Builder Templates and Guided Setup > Learn how to build Voice AI agents with ready-made templates, guided setup alerts, and the Update Tag action for faster, easier call automation. - Source: https://docs.ghlcustomercare.com/docs/ai-employee/voice-ai/how-to-use-voice-ai-flow-builder-templates-and-guided-setup - Section: AI Employee / Voice AI - Reading time: 9 min - Images: 8, each explained below --- Voice AI Flow Builder now gives you ready-made starting points for common call types, so you do not have to build every agent from scratch. You can choose a template, review the instructions and actions GHL Customer Care adds automatically, and complete only the settings that still need your input. The update also adds a new **Update Tag** action and clearer setup warnings to help you prepare an agent for testing and deployment. --- **TABLE OF CONTENTS** - [What is the Voice AI Flow Builder Guided Setup?](#what-is-the-voice-ai-flow-builder-guided-setup)[](#key-benefits-of-voice-ai-flow-builder-templates) - [Key Benefits of Voice AI Flow Builder Templates](#key-benefits-of-voice-ai-flow-builder-templates)[](#choosing-how-to-create-your-voice-ai-agent) - [Choosing How to Create Your Voice AI Agent](#choosing-how-to-create-your-voice-ai-agent)[](#pre-configured-voice-ai-templates) - [Pre-Configured Voice AI Templates](#pre-configured-voice-ai-templates)[](#what-are-voice-actions) - [What are Voice Actions?](#what-are-voice-actions)[](#using-the-update-tag-action) - [Using the Update Tag Action](#using-the-update-tag-action)[](#guided-setup-notifications) - [Guided Setup Notifications](#guided-setup-notifications)[](#saving-testing-and-deploying-your-agent) - [Saving, Testing, and Deploying Your Agent](#saving-testing-and-deploying-your-agent) - [Templates vs. Build with AI](#templates-vs-build-with-ai)[](#how-to-set-up-a-voice-ai-agent-using-a-template) - [How To Set Up a Voice AI Agent Using a Template](#how-to-set-up-a-voice-ai-agent-using-a-template)[](#frequently-asked-questions) - [Frequently Asked Questions](#frequently-asked-questions)[](#related-articles) - [Related Articles](#related-articles) --- # **What is the Voice AI Flow Builder Guided Setup?** The Voice AI Flow Builder helps you create a voice agent by connecting the instructions and actions the agent needs during a call. The new guided setup makes this easier by letting you start with a ready-made template for a common business use case. A **template** is a ready-made starting point. When you choose one, GHL Customer Care adds the main agent instructions and relevant actions to the Flow Builder automatically. Instead of setting up every action yourself, you can choose what you want the agent to do and then customize the generated setup. GHL Customer Care provides five pre-configured templates: - **Business FAQ Assistant:** Answers common questions about your business, such as hours, pricing, services, and policies. - **Front Desk Receptionist:** Greets callers, understands what they need, and helps transfer them to the right person. - **Lead Qualification:** Asks qualifying questions, saves contact information, and tags the outcome. - **Post-Call Automation:** Handles follow-up tasks after the call, such as adding a tag or starting a workflow. - **SMS Follow-Up:** Sends the caller a text message after the call. If you prefer to build your own setup, choose **Create Your Custom Agent** instead. **Note:** Existing Voice AI agents are not changed by this update. Their current instructions and actions remain as configured. --- ## **Key Benefits of Voice AI Flow Builder Templates** Templates and guided setup reduce the amount of manual work required to create a usable Voice AI agent. They also make it easier to see what still needs attention before you test or launch the agent. - **Faster setup:** Start with instructions and actions already added for a common call type. - **Beginner-friendly starting point:** Choose a business goal instead of deciding every action from scratch. - **Editable setup:** Change the agent instructions, actions, and settings after selecting a template. - **Clear setup guidance:** GHL Customer Care shows which actions still need your input. - **Direct access to unfinished actions:** Click a pending item to open the setting that needs attention. - **Save your progress anytime:** You can save an unfinished agent and return later. - **Capture call outcomes:** Use the new Update Tag action to add useful tags to contact records. --- ## **Choosing How to Create Your Voice AI Agent** GHL Customer Care gives you several ways to begin creating a Voice AI agent. Choosing Flow Builder gives you access to the guided setup and ready-made use cases described in this article. When creating a Voice AI agent, you may see options such as: - **Browse Marketplace:** Start with an available Marketplace agent. - **Create Custom Agent:** Build an agent using the standard setup. - **Flow Builder:** Build the call experience visually and use the new pre-configured templates. Choose **Flow Builder** when you want to start from one of the guided use cases. ![Choosing How to Create Your Voice AI Agent (image 1 of 8)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155079933973/original/tVyTK44ZU4H8Y8yVjIsFjlrRvmakFwoiqQ.png) **Choosing How to Create Your Voice AI Agent (image 1 of 8)** This screenshot appears in the "Choosing How to Create Your Voice AI Agent" section of "How to Use Voice AI Flow Builder Templates and Guided Setup". The text alongside this image reads: Choose Flow Builder when you want to start from one of the guided use cases. Immediately after, the guide continues: Pre-configured templates give you a useful starting setup for common business calls. Each template includes instructions designed for voice conversations and actions that match the selected use case. - What to choose: Choose Flow Builder when you want to start from one of the guided use cases. - Controls: Flow Builder - Next: Pre-configured templates give you a useful starting setup for common business calls. Each template includes instructions designed for voice conversations and actions that match the selected use case. Full procedure: 1. Browse Marketplace: Start with an available Marketplace agent. 2. Create Custom Agent: Build an agent using the standard setup. 3. Flow Builder: Build the call experience visually and use the new pre-configured templates. --- ## **Pre-Configured Voice AI Templates** Pre-configured templates give you a useful starting setup for common business calls. Each template includes instructions designed for voice conversations and actions that match the selected use case. After choosing **Flow Builder**, you can select from: ### **Business FAQ Assistant** Use this option when you want the agent to answer common business questions using your available knowledge. Example questions may include: - What are your business hours? - How much does a service cost? - What services do you provide? - What is your cancellation policy? ### **Front Desk Receptionist** Use this template when you want the agent to greet callers, understand why they are calling, and help connect them to the appropriate person or team. ### **Lead Qualification** Use this template when you want the agent to ask qualifying questions and save useful information about the caller. It can help with tasks such as: - Collecting contact information - Asking qualification questions - Updating contact information - Adding a tag based on the result ### **Post-Call Automation** Use this option when actions need to happen after the call. For example, the agent can help: - Add a tag - Update contact information - Start a workflow ### **SMS Follow-Up** Use this template when you want the agent to send a text message after the conversation. For example, the SMS might include: - A confirmation - A link - A quote - Follow-up information ### **Create Your Custom Agent** Choose **Create Your Custom Agent** when none of the templates match your needs or when you prefer to build the agent yourself. This gives you a basic starting agent without automatically adding a use-case-specific collection of actions. ![Create Your Custom Agent (image 2 of 8)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155079934196/original/B9G-3C5u6DvBqT8hh9AhcjuClfMiVk6P5g.png) **Create Your Custom Agent (image 2 of 8)** This screenshot appears in the "Create Your Custom Agent" section of "How to Use Voice AI Flow Builder Templates and Guided Setup". The text alongside this image reads: This gives you a basic starting agent without automatically adding a use-case-specific collection of actions. Immediately after, the guide continues: Voice Actions are tasks your agent can perform during or after a call. They allow the agent to do more than simply talk to the caller. - What this covers: This gives you a basic starting agent without automatically adding a use-case-specific collection of actions. - Controls: Create Your Custom Agent - Next: Voice Actions are tasks your agent can perform during or after a call. They allow the agent to do more than simply talk to the caller. --- ## **What are Voice Actions?** Voice Actions are tasks your agent can perform during or after a call. They allow the agent to do more than simply talk to the caller. Depending on your setup, available actions can include: - **Tag contact:** Add a tag to the contact. - **Send SMS:** Send the caller a text message. - **Send Email:** Send an email. - **Custom API:** Send information to an outside system. - **Trigger a Workflow:** Add the contact to a GHL Customer Care workflow. - **Call Transfer:** Transfer the caller to another phone number. - **Update Contact Field:** Save information from the conversation to the contact record. Templates can add relevant actions automatically, but you can still edit, remove, or add actions based on the needs of your agent. ![What are Voice Actions? (image 3 of 8)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155079934290/original/7fXaE2aWaY9IEoI0R1mGbIX42hv9nC21xA.png) **What are Voice Actions? (image 3 of 8)** This screenshot appears in the "What are Voice Actions?" section of "How to Use Voice AI Flow Builder Templates and Guided Setup". The text alongside this image reads: Templates can add relevant actions automatically, but you can still edit, remove, or add actions based on the needs of your agent. Immediately after, the guide continues: The Update Tag action lets your Voice AI agent save the result of a conversation as a contact tag. This makes it easier to organize contacts and use the call outcome in other areas of GHL Customer Care. - What this covers: Templates can add relevant actions automatically, but you can still edit, remove, or add actions based on the needs of your agent. - Next: The Update Tag action lets your Voice AI agent save the result of a conversation as a contact tag. This makes it easier to organize contacts and use the call outcome in other areas of GHL Customer Care. Full procedure: 1. Tag contact: Add a tag to the contact. 2. Send SMS: Send the caller a text message. 3. Send Email: Send an email. 4. Custom API: Send information to an outside system. 5. Trigger a Workflow: Add the contact to a GHL Customer Care workflow. 6. Call Transfer: Transfer the caller to another phone number. 7. Update Contact Field: Save information from the conversation to the contact record. --- ## **Using the Update Tag Action** The Update Tag action lets your Voice AI agent save the result of a conversation as a contact tag. This makes it easier to organize contacts and use the call outcome in other areas of GHL Customer Care. For example, your agent could add: - **Qualified Lead** - **Not Interested** - **Needs Follow-Up** - **Booked** A tag can then help you: - Organize contacts - Build Smart Lists - Start workflows - Create follow-up campaigns For example, if a caller meets your qualification requirements, the agent could add the **Qualified Lead** tag. A workflow could then use that tag to begin the next step in your sales process. When configuring the action, provide a clear trigger condition that tells the agent when the tag should be applied. ![Using the Update Tag Action (image 4 of 8)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155079934718/original/Nk5DIcYNRWQB91E0c2G2pKZSGahHjTLE-g.png) **Using the Update Tag Action (image 4 of 8)** This screenshot appears in the "Using the Update Tag Action" section of "How to Use Voice AI Flow Builder Templates and Guided Setup". The text alongside this image reads: When configuring the action, provide a clear trigger condition that tells the agent when the tag should be applied. This part of the guide covers 7 fields, listed below. Immediately after, the guide continues: Guided setup notifications help you identify actions that are not completely configured. Instead of searching through the entire Flow Builder, you can see a list of items that still need your input. - What to fill in: When configuring the action, provide a clear trigger condition that tells the agent when the tag should be applied. - Fields: Qualified Lead, Not Interested, Needs Follow-Up, Booked, Organize contacts, Build Smart Lists, Start workflows - Controls: Qualified Lead, Not Interested, Needs Follow-Up, Booked - Next: Guided setup notifications help you identify actions that are not completely configured. Instead of searching through the entire Flow Builder, you can see a list of items that still need your input. Full procedure: 1. Qualified Lead 2. Not Interested 3. Needs Follow-Up 4. Booked --- ## **Guided Setup Notifications** Guided setup notifications help you identify actions that are not completely configured. Instead of searching through the entire Flow Builder, you can see a list of items that still need your input. When GHL Customer Care finds an incomplete required action, you may see **Finish setting up your agent**. The notification can list unfinished items such as: - Transfer Call - Send Email - Custom API - Trigger a Workflow - Update Contact Field Click a listed item to open the action that needs attention. GHL Customer Care automatically focuses on the related action so you can complete its settings. If several actions need setup, each one appears separately so you can work through them one at a time. ![Guided Setup Notifications (image 5 of 8)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155079936693/original/b0gr3u29nhOGEr-Ri8I_vlzcMy8iyoy4hw.png) **Guided Setup Notifications (image 5 of 8)** This screenshot appears in the "Guided Setup Notifications" section of "How to Use Voice AI Flow Builder Templates and Guided Setup". The text alongside this image reads: If several actions need setup, each one appears separately so you can work through them one at a time. This part of the guide covers 4 fields, listed below. Immediately after, the guide continues: GHL Customer Care separates saving your work from making the agent ready for use. You can save an incomplete agent, but required setup must be finished before the agent can be tested or deployed. - What this covers: If several actions need setup, each one appears separately so you can work through them one at a time. - Fields: Transfer Call, Send Email, Custom API, Trigger a Workflow - Controls: Finish setting up your agent - Next: GHL Customer Care separates saving your work from making the agent ready for use. You can save an incomplete agent, but required setup must be finished before the agent can be tested or deployed. Example values (illustrative, not read from the screenshot): - Send Email: priya.raman@northgatedental.com Full procedure: 1. Transfer Call 2. Send Email 3. Custom API 4. Trigger a Workflow 5. Update Contact Field --- ## **Saving, Testing, and Deploying Your Agent** GHL Customer Care separates saving your work from making the agent ready for use. You can save an incomplete agent, but required setup must be finished before the agent can be tested or deployed. ### **Saving** You can save your agent even when some actions still need configuration. This means you can: - Stop partway through setup. - Save your work. - Return later. - Continue configuring incomplete actions. ### **Testing** Required setup must be completed before you can run a test call. Testing helps you confirm: - The agent follows its instructions. - The conversation sounds natural. - Actions happen at the correct time. - Information is saved correctly. **Note:** If you need to test an actual call transfer, use Phone Call testing because Call Transfer is not available during Web Call testing. ### **Deploying** Deploy remains unavailable until required setup items are complete. This helps prevent an unfinished agent from being launched before important actions have been configured. --- ## **Templates vs. Build with AI** Templates and Build with AI can both help you create an agent faster, but they work differently. Understanding the difference helps you choose the best starting point. **Pre-configured templates** give you a predefined setup based on a common business use case. For example, selecting **Front Desk Receptionist** gives you a starting configuration designed for receptionist-style calls. **Build with AI** lets you describe the experience you want in your own words, and GHL Customer Care uses those instructions to help create or change the flow. Use templates when one of the provided use cases already matches your goal. Use Build with AI when you want to describe a more custom flow. --- ## **How To Set Up a Voice AI Agent Using a Template** Starting with a template gives you the main instructions and actions needed for a common use case. You can then finish the required settings and customize the agent before testing it. ### **Step 1: Open Flow Builder** 1. Go to **AI Agents > Voice AI**. 2. Click **Create Agent**. 3. Select **Flow Builder**. 4. Click **Continue**. ![Step 1: Open Flow Builder (image 6 of 8)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155079936813/original/16MQQ9EymuQCkfm_vkP3Ck4TeoWf-oKyNQ.jpeg) **Step 1: Open Flow Builder (image 6 of 8)** This screenshot appears in the "Step 1: Open Flow Builder" section of "How to Use Voice AI Flow Builder Templates and Guided Setup". The text alongside this image reads: Go to AI Agents > Voice AI. Click Create Agent. Select Flow Builder. Click Continue. The navigation path used here is AI Agents > Voice AI. Immediately after, the guide continues: Review the available use cases. Select the template that best matches your goal. Choose Create Your Custom Agent if you do not want to use a template. Click Create Agent. - Path: AI Agents > Voice AI - Where to go: Go to AI Agents > Voice AI. Click Create Agent. Select Flow Builder. Click Continue. - Controls: AI Agents > Voice AI, Create Agent, Flow Builder, Continue - Next: Review the available use cases. Select the template that best matches your goal. Choose Create Your Custom Agent if you do not want to use a template. Click Create Agent. Full procedure: 1. Go to AI Agents > Voice AI. 2. Click Create Agent. 3. Select Flow Builder. 4. Click Continue. ### **Step 2: Choose a Template** 1. Review the available use cases. 2. Select the template that best matches your goal. 3. Choose **Create Your Custom Agent** if you do not want to use a template. 4. Click **Create Agent**. ![Step 2: Choose a Template (image 7 of 8)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155079988135/original/KoPIiVTTjNU7FGEuohOyqBw2gXHuSk-bTw.jpeg) **Step 2: Choose a Template (image 7 of 8)** This screenshot appears in the "Step 2: Choose a Template" section of "How to Use Voice AI Flow Builder Templates and Guided Setup". The text alongside this image reads: Review the available use cases. Select the template that best matches your goal. Choose Create Your Custom Agent if you do not want to use a template. Click Create Agent. Immediately after, the guide continues: Review the agent instructions. Review the actions that GHL Customer Care added. Remove any actions you do not need. Add other actions if necessary. Adjust the instructions to match your business. - What to choose: Review the available use cases. Select the template that best matches your goal. Choose Create Your Custom Agent if you do not want to use a template. Click Create Agent. - Controls: Create Your Custom Agent, Create Agent - Next: Review the agent instructions. Review the actions that GHL Customer Care added. Remove any actions you do not need. Add other actions if necessary. Adjust the instructions to match your business. Full procedure: 1. Review the available use cases. 2. Select the template that best matches your goal. 3. Choose Create Your Custom Agent if you do not want to use a template. 4. Click Create Agent. ### **Step 3: Review the Generated Agent** After the agent is created: 1. Review the agent instructions. 2. Review the actions that GHL Customer Care added. 3. Remove any actions you do not need. 4. Add other actions if necessary. 5. Adjust the instructions to match your business. Everything added by the template remains editable. ### **Step 4: Complete Pending Actions** 1. Look for warning icons on actions. 2. Open **Finish setting up your agent** if it appears. 3. Click an incomplete item. 4. Complete the required information. 5. Save the action. 6. Repeat for each remaining warning. Examples of information you may need to provide include: - Transfer phone number - Workflow - Contact field - SMS content - Email information - Action trigger conditions ![Step 4: Complete Pending Actions (image 8 of 8)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155079988275/original/-iZZdGbWkAGmNQ5Wa6oCigadHJuHj8bsxQ.jpeg) **Step 4: Complete Pending Actions (image 8 of 8)** This screenshot appears in the "Step 4: Complete Pending Actions" section of "How to Use Voice AI Flow Builder Templates and Guided Setup". The text alongside this image reads: Transfer phone number Workflow Contact field SMS content Email information Action trigger conditions. This part of the guide covers 6 fields, listed below. Immediately after, the guide continues: Add or open the Update Tag action. Enter a clear condition describing when the tag should be added. Configure the required tag information. Add an optional variable name if needed. Click Save. - What this covers: Transfer phone number Workflow Contact field SMS content Email information Action trigger conditions - Fields: Transfer phone number, Workflow, Contact field, SMS content, Email information, Action trigger conditions - Controls: Finish setting up your agent - Next: Add or open the Update Tag action. Enter a clear condition describing when the tag should be added. Configure the required tag information. Add an optional variable name if needed. Click Save. Example values (illustrative, not read from the screenshot): - Transfer phone number: +1 312 847 1928 - Email information: priya.raman@northgatedental.com Full procedure: 1. Look for warning icons on actions. 2. Open Finish setting up your agent if it appears. 3. Click an incomplete item. 4. Complete the required information. 5. Save the action. 6. Repeat for each remaining warning. ### **Step 5: Configure Update Tag if Needed** 1. Add or open the **Update Tag** action. 2. Enter a clear condition describing when the tag should be added. 3. Configure the required tag information. 4. Add an optional variable name if needed. 5. Click **Save**. ### **Step 6: Save and Test** 1. Click **Save**. 2. Confirm that all required warnings are resolved. 3. Click **Test**. 4. Run the appropriate test call. 5. Confirm that the agent responds and performs its actions correctly. ### **Step 7: Deploy the Agent** After testing is complete: 1. Open **Deploy**. 2. Choose the available destination for the agent. 3. Complete the deployment settings. 4. Save your changes. --- ## **Frequently Asked Questions** **Q: Do I have to use a template?** A: No. Choose **Create Your Custom Agent** if you want to start with a basic setup and build the agent yourself. **Q: Can I edit an agent after choosing a template?** A: Yes. The instructions, actions, and flow remain editable after the template is created. **Q: Can I add more actions to a template?** A: Yes. You can customize the generated flow and add actions that your use case requires. **Q: Can I remove actions that came with a template?** A: Yes. Templates provide a starting point rather than a locked configuration. **Q: Why is Test unavailable?** A: One or more required actions may still need setup. Review the warning icons and **Finish setting up your agent** notification. **Q: Why is Deploy unavailable?** A: Required setup must be completed before the agent can be deployed. **Q: Can I save an unfinished agent?** A: Yes. Saving is allowed even when actions still need configuration. **Q: What does Update Tag do?** A: It lets the agent add a tag to the contact based on what happens during the call. **Q: Can a tag added by Voice AI trigger a workflow?** A: Yes. Contact tags can be used as workflow triggers when the workflow is configured for that tag. **Q: Are my existing Voice AI agents changed by these templates?** A: No. Existing agents keep their current instructions and actions. **Q: What is the difference between a template and Build with AI?** A: A template gives you a predefined setup for a specific use case. Build with AI creates or changes a flow based on instructions you provide. --- ### **Related Articles** - [How to Create Voice AI Agents](https://docs.ghlcustomercare.com/docs/ai-employee/voice-ai/how-to-create-voice-ai-agents)  - [How to Test Voice AI Agents](https://docs.ghlcustomercare.com/docs/ai-employee/voice-ai/how-to-test-voice-ai-agents)  - [Build with AI for Voice AI Flows](https://docs.ghlcustomercare.com/docs/ai-employee/voice-ai/build-with-ai-for-voice-ai-flows)  - [New Separate During and Post Call Actions](https://docs.ghlcustomercare.com/docs/ai-employee/voice-ai/separate-during-call-and-post-call-actions-in-voice-ai)  - [Workflow Trigger — Contact Tag](https://docs.ghlcustomercare.com/docs/workflows/contact-workflow-triggers/workflow-trigger-contact-created)  - [Voice AI: Agent Transfer](https://docs.ghlcustomercare.com/docs/ai-employee/voice-ai/voice-ai-agent-transfer) --- Documentation for GHL Customer Care. Support: support@ghlcustomercare.com