A Voice Agent in FreedomSoft allows you to automatically answer calls, qualify leads, update your CRM, and even schedule appointments—all without manual intervention. When configured correctly, it becomes a powerful extension of your team, handling initial conversations and ensuring no opportunity is missed.
This guide will walk you step-by-step through setting up your Voice Agent, while also explaining the key decisions you’ll make along the way.
Accessing Voice Agent Settings
To begin, navigate to the Voice Agent setup area within your account.
Start by logging into FreedomSoft. From your main dashboard, click the dropdown next to your name in the top navigation, then select Settings.
Inside Settings, locate and click on Voice Agents, then click on the blue New Voice Agent button to begin creating a new agent.
Creating Your Voice Agent
The first section focuses on defining your agent’s identity—both internally and from the perspective of your leads.
You’ll start by giving your agent an internal name. This is simply for your own organization and can be anything that helps you identify its purpose, such as “Live Answer – Sellers” or “Rapid Response – New Leads.”
Next, you’ll choose the Agent Name, which is the name your agent will use when speaking to callers. This is what your leads will hear during conversations, so choose something natural and professional.
You’ll also select the voice for your agent. FreedomSoft currently offers:
- Taylor (Female)
- Alex (Male)
These do not need to match the agent name. For example, you could name your agent “Michelle” while using the “Taylor” voice.
Selecting Agent Skill and Role
Next, you’ll define what your agent is designed to handle.
The Agent Skill determines whether the agent is focused on Houses or Land. This selection is important because it affects how the agent communicates and qualifies leads.
You’ll also select the Agent Role, which determines when and how the agent is used:
- Live Answer is for handling inbound calls in real time
- Rapid Response is best for quickly following up with new leads
Once the skill and role are set and saved, they cannot be changed later.
Choosing the Right Script
One of the most important decisions in this setup is selecting your agent’s script. This determines how much information the agent gathers during conversations.
You have three options:
- A basic script that captures essential lead details quickly (Qualify Lead + Uncover Motivation)
- A mid-level script that also explores property condition more in depth (Qualify Lead + Uncover Motivation + Explore Property Condition)
- A full script that includes financial discussions and deeper qualification (Qualify Lead + Uncover Motivation + Explore Property Condition + Explore Financial Details)
Adding Company Information
Your Voice Agent will use your business details when introducing itself, so this section ensures your conversations feel consistent and professional.
Enter your Company Name, along with your City and State. This allows the agent to say things like:
“Hi, this is Taylor, an AI assistant with Home Team…”
Providing accurate information here helps build trust and clarity with your leads.
AI Disclosure Settings
You have the option to enable a disclosure that informs callers they are speaking with an AI assistant.
This is not just a preference—it may be required depending on your state or local regulations. If you are unsure, it’s best to enable disclosure or verify compliance requirements before proceeding.
Automating Lead Status Updates
One of the most powerful features of the Voice Agent is its ability to automatically update lead statuses based on the outcome of a call.
Instead of manually reviewing and updating leads, you can define how the system should categorize them. For example:
- If a caller asks to be removed → mark as Do Not Call
- If they are not interested → mark as Dead
- If they are interested → mark as Active Lead
- If an appointment is set → mark as Appointment Scheduled
If you skip this step, your CRM will not update automatically, so it is highly recommended to configure these settings.
You can choose any of the statuses from the drop down menu for each of these, if you are unsure of which statuses to use here are some recommendations:
When caller is a hostile caller: DO NOT CALL
When caller says “Take me off your list”: DO NOT CALL
When caller refuses to share address: DEAD
When caller is not interested in selling: DEAD
When caller is interested in selling: ACTIVE LEAD
When caller has an appointment scheduled: APPOINTMENT SCHEDULED
When caller is transferred live: ACTIVE LEAD
When caller wants to buy, not sell: ACTIVE LEAD
End of Call
Update CRM
After each conversation, FreedomSoft automatically logs important details from the call and generates a Deal Brief inside your CRM.
This ensures that every interaction is documented, giving your team immediate visibility into what was discussed and what next steps may be needed.
Enabling Live Call Transfers
If you want your Voice Agent to hand off calls to a real person, you can enable call transfers.
This allows the agent to transfer conversations to:
- A FreedomSoft phone number
- Or any external phone number
This is especially useful when a lead is highly motivated and ready to speak with someone immediately.
Setting Up Appointment Scheduling
Your Voice Agent can also book appointments directly into your calendar, eliminating back-and-forth scheduling.
To enable this:
- Connect your Google Calendar
- Select your appointment preferences, including:
- Appointment length
- Calendar to use
- Whether to allow weekend availability
This feature is especially valuable for ensuring no opportunity is lost due to scheduling delays.
Creating Follow-Up Tasks
You can optionally have the system create follow-up tasks after each call. This helps ensure your team stays on top of leads that require additional attention.
You’ll choose:
- Which user the task is assigned to
- How many days after the call the task should appear
Finalizing Your Voice Agent
Once all settings are configured, review everything carefully. When you’re ready:
- Check the acknowledgment box
- Click Create Voice Agent
Your Voice Agent is now live and ready to be used in your call automations.
What Happens Next
After creation, your Voice Agent can immediately begin handling calls based on how you integrate it into your workflows.
You can return at any time to edit the agent by clicking the pencil icon next to it.
Best Practices
To get the most out of your Voice Agent:
- Always configure lead status automation to keep your CRM clean
- Test your agent before fully deploying it
- Ensure compliance with AI disclosure requirements