DialNexa Voice AI Quickstart - DialNexa Documentation

This DialNexa Voice AI quickstart helps you create an agent, publish its first version, run a test conversation, and verify the result in Call History. You do not need to buy a phone number before testing the agent.

Who Is This DialNexa Quickstart For?

Use this guide if you are new to DialNexa and want the shortest safe path to a working voice AI agent. The example uses a Single Prompt Agent because it is the simplest option for one focused task. By the end, you will have:

One published agent version
One completed web or phone test
A call record with a status, transcript, and recording where available
A clear next step for live inbound or outbound calls

Before You Begin

Make sure you have:

A DialNexa account and workspace
Permission to create and publish agents
A browser with microphone access for a web test, or a phone that can receive a test call
Enough workspace balance or credits if your test method creates billable usage

Start with a test conversation. Buy or connect a phone number only after the agent behaves correctly.

Create Your First DialNexa Voice AI Agent

Open Agents

Create a Single Prompt Agent

Select Create agent, choose Single Prompt Agent, and name it Appointment Assistant Test.The name is visible to your team. Callers hear the welcome message and agent responses, not this internal name.

Choose the conversation stack

Select the language callers will use. For your first test, keep the default compatible model, voice, and transcriber offered by the builder.Test the default stack before comparing providers. This makes it easier to tell whether a problem comes from the prompt or from a provider change.

Add a focused prompt

Open the prompt editor and use this starter prompt:

You are an appointment scheduling assistant for Acme Clinic.

Your goal is to understand why the caller needs an appointment and collect a preferred day and time.

During the conversation:
1. Greet the caller and ask how you can help.
2. Ask only one question at a time.
3. Collect the caller's name, reason for the appointment, and preferred day and time.
4. Repeat the details back for confirmation.
5. Explain that the clinic team will confirm the final appointment.
6. End the call politely.

Keep responses short. Do not provide medical advice or promise that an appointment is confirmed.

Set the welcome message

Use a short opening that tells the caller what the agent can do:

Hello, this is the appointment assistant for Acme Clinic. How can I help you today?

Publish version 1

Select Publish, enter a version title such as v1 first test, and confirm.Publishing creates the version used by test and live call routes. Later draft edits do not change this published version until you publish again.

Test Your DialNexa Agent

Open the Test menu

From the agent builder, select Test.

Choose web or phone testing

Choose Test via web to speak through your browser without buying a phone number. Allow microphone access when prompted.Choose Test via call if you prefer to receive the test on a phone. Select the correct country code and enter the recipient number in the format requested by the dashboard.

Use realistic caller behavior

Ask for an appointment, change one detail, interrupt once, and ask an unrelated medical question. Confirm that the agent stays within scope and asks one question at a time.

End the conversation naturally

Confirm the collected details and let the agent close the conversation. Avoid ending the first test immediately after the greeting because you need enough evidence to review its behavior.

Verify The Quickstart Result

Open Call History after the test and select the new call.

Check	Expected result
Status	The call reaches an appropriate final status such as `completed`.
Transcript	The caller and agent turns appear in the correct order.
Recording	Audio is understandable and the speaking pace feels natural, when recording is enabled.
Agent behavior	The agent collects the requested details, stays within scope, and does not claim the appointment is confirmed.
Version	The call used the published version you intended to test.

Your quickstart is complete when the agent handles the test correctly and the call evidence matches what you heard.

Troubleshoot Your First Test

The Test menu asks me to publish

The browser cannot hear me

Allow microphone access for the dashboard, confirm the correct input device is selected, and retry the web test.

The phone test does not start

Check the selected country code, recipient digit length, workspace readiness, and available balance or credits.

The agent gives long or unfocused answers

Make the goal and boundaries more explicit in the prompt. Add instructions to ask one question at a time and keep responses short.

The transcript is inaccurate

Confirm the selected language and transcriber match the caller. Then review background noise, microphone quality, and speaking pace.

Add Live Traffic After Testing

Choose the next route based on your goal:

Receive Inbound Calls

Buy or connect a phone number and assign the tested agent version for inbound calls.

Place One Outbound Call

Assign an outbound route, call one recipient, and review the result.

Call A Recipient List

Prepare a CSV, configure retries, and launch a small batch campaign.

Improve The Agent

Test interruptions, silence, variables, transfers, and post-call fields before production use.

​Who Is This DialNexa Quickstart For?

​Before You Begin

​Create Your First DialNexa Voice AI Agent

​Test Your DialNexa Agent

​Verify The Quickstart Result

​Troubleshoot Your First Test

​Add Live Traffic After Testing

Receive Inbound Calls

Place One Outbound Call

Call A Recipient List

Improve The Agent

Who Is This DialNexa Quickstart For?

Before You Begin

Create Your First DialNexa Voice AI Agent

Test Your DialNexa Agent

Verify The Quickstart Result

Troubleshoot Your First Test

Add Live Traffic After Testing