> ## Documentation Index
> Fetch the complete documentation index at: https://docs.thinkrr.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Agency Onboarding

> Complete onboarding guide for AVA agency users, including setup, subaccount management, creating your first Inbound Agent, and best practices for scripting and testing.

## Overview

The **AVA Voice AI Studio** enables marketing firms, service providers, and sales agencies to deploy AI-powered voice agents at scale — both for inbound and outbound communication.

This platform is ideal for **GoHighLevel (GHL) agency owners** and other resellers looking to offer advanced AI voice solutions as part of their service packages. It supports multiple client sub-accounts, branded call agents, and integration with scheduling tools and CRMs.

With AVA, agencies can:

* Automate lead follow-up and appointment booking
* Deploy receptionist-style inbound agents for 24/7 support
* Configure outbound campaigns with sales coaching and persona simulation
* Monitor call logs, transcripts, and performance across all clients

The platform offers a flexible foundation to **resell Thinkrr** as part of your existing marketing or sales services.

## Getting Started with Your Agency Workspace

<Steps>
  <Step title="Accept Your Invite & Set Up Your Account">
    After purchasing your agency plan:

    * Check your inbox for an email from AVA. Your email for you AVA account should be the same as the main agency account in GHL you intened to associate it with.

    <Frame>
      <img src="https://mintcdn.com/thinkrrai/hoO-Bcj1FdU5lTIa/images/p1.png?fit=max&auto=format&n=hoO-Bcj1FdU5lTIa&q=85&s=609db227720c6d70df8104f90bc73547" alt="P1 Pn" width="1582" height="720" data-path="images/p1.png" />
    </Frame>

    * Click the **"Set Your Password"** link to create your login credentials.
      This will take you to the Ava onboarding environment.

    <Frame>
      <img src="https://mintcdn.com/thinkrrai/hoO-Bcj1FdU5lTIa/images/p2.png?fit=max&auto=format&n=hoO-Bcj1FdU5lTIa&q=85&s=34d47e04bf70300c09b55a06a7fd6df1" alt="P2 Pn" width="533" height="680" data-path="images/p2.png" />
    </Frame>
  </Step>

  <Step title="Choose a Phone Number">
    You'll start by selecting a phone number for your voice agent:

    <Frame>
      <img src="https://mintcdn.com/thinkrrai/hoO-Bcj1FdU5lTIa/images/p3.png?fit=max&auto=format&n=hoO-Bcj1FdU5lTIa&q=85&s=37150b3401c671053f878c8ee9effa3d" alt="P3 Pn" width="694" height="550" data-path="images/p3.png" />
    </Frame>

    * Choose from existing numbers (if any)
    * Or click **"Create New Number"**

      * Enter your area code
      * Select a number from the list

          <Frame>
            <img src="https://mintcdn.com/thinkrrai/hoO-Bcj1FdU5lTIa/images/p4.png?fit=max&auto=format&n=hoO-Bcj1FdU5lTIa&q=85&s=860fe5a8a17402c87bff8fcfa8d66697" alt="P4 Pn" width="741" height="615" data-path="images/p4.png" />
          </Frame>

      * Confirm and continue

    <Frame>
      <img src="https://mintcdn.com/thinkrrai/hoO-Bcj1FdU5lTIa/images/p5.png?fit=max&auto=format&n=hoO-Bcj1FdU5lTIa&q=85&s=cff7240b5d4a24a83ff2fcc18f631d1a" alt="P5 Pn" width="737" height="603" data-path="images/p5.png" />
    </Frame>
  </Step>

  <Step title="Connect Your GoHighLevel Agency Account">
    Click **"Connect"** to begin the GHL integration:

    <Frame>
      <img src="https://mintcdn.com/thinkrrai/Fg0ZfRSoAOA19L1f/images/ghl1.png?fit=max&auto=format&n=Fg0ZfRSoAOA19L1f&q=85&s=3020f62c969958ccd5fc4ca19a9de18a" alt="Ghl1 Pn" width="767" height="672" data-path="images/ghl1.png" />
    </Frame>

    * Authorize AVA to access your **GHL agency account**

    <Frame>
      <img src="https://mintcdn.com/thinkrrai/Fg0ZfRSoAOA19L1f/images/ghl2.png?fit=max&auto=format&n=Fg0ZfRSoAOA19L1f&q=85&s=5932eb1e8cad557574e52e0ba7054e73" alt="Ghl2 Pn" width="662" height="333" data-path="images/ghl2.png" />
    </Frame>

    > ⚠️ **Important:**
    > You must connect your **primary agency account** in GoHighLevel — this will also serve as your **primary subaccount** in AVA.
    >
    > To verify you are connected to the correct account:
    >
    >     <Steps>
    >       <Step title="Open the Team Section">
    >         Click **"Team"** or **"My Staff"** (if using NIKO) from the sidebar menu.
    >
    >         <img src="https://mintcdn.com/thinkrrai/hoO-Bcj1FdU5lTIa/images/primaryacc.png?fit=max&auto=format&n=hoO-Bcj1FdU5lTIa&q=85&s=0c4c88577180f78f3417b5a140b29fe6" alt="Primaryacc Pn" width="1920" height="1080" data-path="images/primaryacc.png" />
    >       </Step>
    >
    >       <Step title="View the Team List">
    >         Navigate to the team list that appears.
    >
    >         <img src="https://mintcdn.com/thinkrrai/hoO-Bcj1FdU5lTIa/images/primaryacctwo.png?fit=max&auto=format&n=hoO-Bcj1FdU5lTIa&q=85&s=c6fafbc826d509b10801fd722216b8e0" alt="Primaryacctwo Pn" width="1920" height="1080" data-path="images/primaryacctwo.png" />
    >       </Step>
    >
    >       <Step title="Locate the Agency Owner">
    >         Look for the entry marked **"AGENCY-OWNER"** — this indicates you are logged into the primary agency account.
    >
    >         <img src="https://mintcdn.com/thinkrrai/hoO-Bcj1FdU5lTIa/images/primaryaccthree.png?fit=max&auto=format&n=hoO-Bcj1FdU5lTIa&q=85&s=9b6d1fb2e5fb3d609d035fc05d19818d" alt="Primaryaccthree Pn" width="1920" height="1080" data-path="images/primaryaccthree.png" />
    >       </Step>
    >     </Steps>
  </Step>

  <Step title="Review Installation Settings">
    <Frame>
      <img src="https://mintcdn.com/thinkrrai/Fg0ZfRSoAOA19L1f/images/ghl3.png?fit=max&auto=format&n=Fg0ZfRSoAOA19L1f&q=85&s=9e55eb60d91f4bf96f7af084ee7f708d" alt="Ghl3 Pn" width="1920" height="1011" data-path="images/ghl3.png" />

      <img src="https://mintcdn.com/thinkrrai/Fg0ZfRSoAOA19L1f/images/ghl4.png?fit=max&auto=format&n=Fg0ZfRSoAOA19L1f&q=85&s=8fea9ce607487f4334ba9db3eea70910" alt="Ghl4 Pn" width="1920" height="946" data-path="images/ghl4.png" />
    </Frame>

    * Approve permissions and install settings
    * ✅ Apply settings to all locations
    * ✅ Enable automatic updates

    <Frame>
      <img src="https://mintcdn.com/thinkrrai/Fg0ZfRSoAOA19L1f/images/ghl6.png?fit=max&auto=format&n=Fg0ZfRSoAOA19L1f&q=85&s=4aefe6cb14a3c22307d0cdf0a40dae1f" alt="Ghl6 Pn" width="861" height="288" data-path="images/ghl6.png" />
    </Frame>

    * Click **Finish Setup** once the green checkmark is visible

    <Frame>
      <img src="https://mintcdn.com/thinkrrai/cUxtuDUW_RkAiPup/images/ideablurr.png?fit=max&auto=format&n=cUxtuDUW_RkAiPup&q=85&s=77cdc3e850bfe6dc1c7e08a6bd5bfebc" alt="Ideablurr Pn" width="1023" height="705" data-path="images/ideablurr.png" />
    </Frame>
  </Step>

  <Step title="Explore the AVA Agency Dashboard">
    <Frame>
      <img src="https://mintcdn.com/thinkrrai/BCLoh3ZRsn6HMmQA/images/dash.png?fit=max&auto=format&n=BCLoh3ZRsn6HMmQA&q=85&s=65b64317c3a038b79058d187e9e1dd50" alt="Dash Pn" width="1848" height="930" data-path="images/dash.png" />
    </Frame>

    > 💡 **Tip:**
    > You should take 10–15 minutes to familiarize yourself with the AVA interface:
    >
    > * Create and manage Inbound and Outbound agents
    > * Track usage and subaccount activity
    > * Access branding and pricing controls (Unlimited Plan only)
    > * Connect Stripe for billing
  </Step>
</Steps>

***

## How to Create an Inbound Agent

<Steps>
  <Step title="Access the Agent Creation Page">
    * If it's your very first time in AVA, you will be prompted to create an [**Outbound Project**](/Projects-and-scenarios), or an [**Inbound Agent**](/Creating-an-Inbound-Agent). Select **"Create an Inbound Agent"**.

    <Frame>
      <img src="https://mintcdn.com/thinkrrai/Eg8k4gl3LUdDuffo/images/core-features/image-1-12.png?fit=max&auto=format&n=Eg8k4gl3LUdDuffo&q=85&s=9d5e0f1015da1635be2a3cb30c0d055e" alt="" width="1124" height="635" data-path="images/core-features/image-1-12.png" />
    </Frame>

    * Otherwise, navigate to the **Home** screen in AVA and click **"Add New Agent"** in the **Active Agents** section in case you have already created an [**Inbound Agent**](/Creating-an-Inbound-Agent) or [**Outbound Project**](/Projects-and-scenarios).

          <img src="https://mintcdn.com/thinkrrai/_0A6fgFokCqxXCJu/images/inboundone.png?fit=max&auto=format&n=_0A6fgFokCqxXCJu&q=85&s=5968356c9b70a53749a4f890cbcad84b" alt="Inboundone Pn" width="1920" height="1080" data-path="images/inboundone.png" />

    * Choose whether the agent should be:
      * Tied to a **phone number**
      * Deployed to the **web** as a [**Web Widget**](/Web-Widget) (phone number not required)
      * Both over the phone and over the web

            <img src="https://mintcdn.com/thinkrrai/_0A6fgFokCqxXCJu/images/inboundtwo.png?fit=max&auto=format&n=_0A6fgFokCqxXCJu&q=85&s=2314db8b865414afe925839d1050a7f2" alt="Inboundtwo Pn" width="1920" height="1080" data-path="images/inboundtwo.png" />
  </Step>

  <Step title="Configure Your Inbound Agent">
    * **Agent Role** – Select a role like **Receptionist** to determine the agent's function and tone.
    * **Agent Name** – Customize how the agent refers to itself during calls. If left blank, it will use its default name.
    * **Language & Ethnicity** – Select language and voice preferences. Agents will only use the selected language.
    * **Phone Number** – Assign an available number (**Inbound Agents cannot share phone numbers**).
    * **Voice Selection** – Use the **Listen** button to preview and select a voice.

    <Frame>
      <img src="https://mintcdn.com/thinkrrai/_0A6fgFokCqxXCJu/images/inboundthree.png?fit=max&auto=format&n=_0A6fgFokCqxXCJu&q=85&s=e1dc5ff97f02808e75563b7d46a6a940" alt="Inboundthree Pn" width="1920" height="1080" data-path="images/inboundthree.png" />
    </Frame>

    Once the role is selected, configure the training fields:

    * **Greeting** – What the Agent says when answering the call.
    * **Introduction text (optional)** – Optional intro line to explain the Agent's purpose.
    * **Representative name** – Name of the person or team the Agent is assisting.
    * **Representative title** – Job title (e.g., Sales Manager, Customer Support).
    * **Company name** – The business or organization name.
    * **Information to gather** – Details to collect from the caller.
    * **Key information** – Internal info the Agent can reference (e.g., services offered).
    * **Primary goal** – The Agent’s core task: answering questions, scheduling, etc.

    <Frame>
      <img src="https://mintcdn.com/thinkrrai/Z5iUVf8n7Yd_m-7D/inbone.png?fit=max&auto=format&n=Z5iUVf8n7Yd_m-7D&q=85&s=398602203a1e9db0f378cb24ac72510d" alt="Image Pn" width="1564" height="743" data-path="inbone.png" />

      <img src="https://mintcdn.com/thinkrrai/_0A6fgFokCqxXCJu/images/inbtwo.png?fit=max&auto=format&n=_0A6fgFokCqxXCJu&q=85&s=b6b0084331f3d9ad953990277308940a" alt="Inbtwo Pn" width="1563" height="812" data-path="images/inbtwo.png" />
    </Frame>
  </Step>

  <Step title="Training the AI Agent">
    * Fill in all required training fields relevant to the selected **Role**.
    * Each role—such as **Receptionist** or **Sales Coach**—has a unique set of training fields tailored to its purpose.
    * Additional fields will dynamically appear based on the role.

    <Note>
      Hint text and expanded field descriptions are now available directly in the UI to guide setup. Multiline fields also support rich text editing.
    </Note>
  </Step>

  <Step title="Assign Actions to the Agent">
    * Click the **Manage Actions** button at the bottom of the setup screen to define what your agent can do (e.g., book appointments, transfer calls, notify reps).

          <img src="https://mintcdn.com/thinkrrai/_0A6fgFokCqxXCJu/images/manageone.png?fit=max&auto=format&n=_0A6fgFokCqxXCJu&q=85&s=cb46ed888961fc8b70fe99b6feca80dc" alt="Manageone Pn" width="1920" height="1080" data-path="images/manageone.png" />

    * In the side panel, select which actions to enable:

          <img src="https://mintcdn.com/thinkrrai/kyqxJ3lGoBrlunut/images/selectactions.png?fit=max&auto=format&n=kyqxJ3lGoBrlunut&q=85&s=f4c8dbaaa8d7dbf79300cc0cd4777561" alt="Selectactions Pn" width="1920" height="1080" data-path="images/selectactions.png" />

    * **Real-Time Appointment Scheduling** – Connect a calendar via [GHL](https://docs.thinkrr.ai/CRM-Integration#calendar-integrations-via-ghl) or through your [AVA account](/Calendar-Connections).\
      Ensure timezone alignment between GHL and the connected calendar.

    <Frame>
      <img src="https://mintcdn.com/thinkrrai/RODsmrLust0zzcIM/images/booking.png?fit=max&auto=format&n=RODsmrLust0zzcIM&q=85&s=b6cfaa3839f12e7451e8b1016ac6ea4f" alt="Booking Pn" width="497" height="295" data-path="images/booking.png" />
    </Frame>

    * **Call Transfers** – Forward calls based on inquiry type.

    <Frame>
      <img src="https://mintcdn.com/thinkrrai/d9INt8_clMeLOZYl/images/image(2).png?fit=max&auto=format&n=d9INt8_clMeLOZYl&q=85&s=c80d5fddd6712bd02b7ccfac8ad37607" alt="Image(2) Pn" width="495" height="406" data-path="images/image(2).png" />
    </Frame>

    * **Representative Notifications** – Automatically email transcripts and summaries.

    <Frame>
      <img src="https://mintcdn.com/thinkrrai/hoO-Bcj1FdU5lTIa/images/notifyrep.png?fit=max&auto=format&n=hoO-Bcj1FdU5lTIa&q=85&s=76ae96cde7fb6dd1a6153ba7e40c8bf9" alt="Notifyrep Pn" width="499" height="175" data-path="images/notifyrep.png" />
    </Frame>

    * You can also review past calls in the **Call History** tab.

    <Frame>
      <img src="https://mintcdn.com/thinkrrai/d9INt8_clMeLOZYl/images/image-2.png?fit=max&auto=format&n=d9INt8_clMeLOZYl&q=85&s=06259735c867434eeca797a06e636356" alt="Image 2 Pn" width="1861" height="957" data-path="images/image-2.png" />
    </Frame>
  </Step>

  <Step title="Configure Call Settings">
    * After enabling actions, click the **Settings** button to adjust call behavior.

    <Frame>
      <img src="https://mintcdn.com/thinkrrai/_0A6fgFokCqxXCJu/images/inboundcallsetone.png?fit=max&auto=format&n=_0A6fgFokCqxXCJu&q=85&s=e23e8fd4cf79ebbc126115e5f2ffc149" alt="Inboundcallsetone Pn" width="1920" height="1080" data-path="images/inboundcallsetone.png" />
    </Frame>

    * In the side panel, you’ll find:
      * The original training fields for quick edits.
      * A **Call Settings** dropdown with advanced controls:

    <Frame>
      <img src="https://mintcdn.com/thinkrrai/_0A6fgFokCqxXCJu/images/inboundcallsettwo.png?fit=max&auto=format&n=_0A6fgFokCqxXCJu&q=85&s=1350bb4c16500b3c537ced4b0b8b16c9" alt="Inboundcallsettwo Pn" width="1920" height="1080" data-path="images/inboundcallsettwo.png" />
    </Frame>

    * Call Settings include:
      * **Noise Isolation Mode** – Mutes background voices.
      * **Maximum Call Duration** – Caps call time (5–60 minutes).
      * **Background Sound** – Add ambient noise (e.g., Coffee Shop).
      * **Background Volume Slider** – Appears if sound is enabled.

    <Frame>
      <img src="https://mintcdn.com/thinkrrai/_0A6fgFokCqxXCJu/images/inboundcset.png?fit=max&auto=format&n=_0A6fgFokCqxXCJu&q=85&s=6f3b319a9de308f56ac2261d83955f0e" alt="Inboundcset Pn" width="1920" height="1080" data-path="images/inboundcset.png" />
    </Frame>
  </Step>

  <Step title="Save Your Inbound Agent">
    * When finished, click **Save Agent** to finalize your setup.

    <Frame>
      <img src="https://mintcdn.com/thinkrrai/kyqxJ3lGoBrlunut/images/saveagent.png?fit=max&auto=format&n=kyqxJ3lGoBrlunut&q=85&s=05ddbd5dd6832c2e96eee3b7aa475ba9" alt="Saveagent Pn" width="642" height="356" data-path="images/saveagent.png" />
    </Frame>

    * The agent will now appear in the **Active Agents** list where you can return to update its configuration anytime.

    <Frame>
      <img src="https://mintcdn.com/thinkrrai/RODsmrLust0zzcIM/images/Untitledvideo(6).gif?s=8febf82937e8de13774c40336d00ed1b" alt="Untitledvideo(6) Gi" width="426" height="240" data-path="images/Untitledvideo(6).gif" />
    </Frame>
  </Step>
</Steps>

## Web Widget Usage and Discounted Pricing

Using the AI [Web Widget](/Web-Widget) consumes minutes from your credit balance but enables a discounted per-minute rate.

* **With Widget Active** – \$0.16/min
* **Without Widget** – \$0.18/min

Final pricing is locked at the **end of the call** based on widget status.

> ⚠️ If the widget status can't be verified, the system defaults to the \$0.18/min rate.

* Monitor your credit balance and minute equivalency from the **Payments** screen.
* Tooltips explain rate calculation in real time.

<Frame>
  <img src="https://mintcdn.com/thinkrrai/kyqxJ3lGoBrlunut/images/tooltip.png?fit=max&auto=format&n=kyqxJ3lGoBrlunut&q=85&s=e74776e5dcf3837f4d995ad3bebe77b9" alt="Tooltip Pn" width="811" height="288" data-path="images/tooltip.png" />
</Frame>

***

## Input Field Types: Scripting, Prompting, and Information

When configuring your agent, fields fall into three types:

* **Scripting** – Word-for-word lines AVA will say
* **Prompting** – Goal-oriented guidance for dynamic replies
* **Information** – Data that shapes logic but isn't spoken unless referenced

Refer to the full guide: [**Scripting, Prompting & Information**](/Scripting-Prompting-and-Information)

Examples:

* Scripting: "Hi! This is Ava calling from company\_name…"
* Prompting: "Ask if they'd like to confirm their appointment."
* Information: Service type, pricing, rep name

Use `{{client_firstname}}` and other tokens to personalize calls dynamically.

***

## Testing Your Agent

Before launching, simulate calls internally using the test feature. Testing does not consume minutes.

<Steps>
  <Step title="Inbound Testing">
    * Click **"Save and Test Agent"**
    * Select a test number and run a mock call

    <Frame>
      <img src="https://mintcdn.com/thinkrrai/kyqxJ3lGoBrlunut/images/testingone.png?fit=max&auto=format&n=kyqxJ3lGoBrlunut&q=85&s=1e0507fb7108a99b325fdcd55f4e8c56" alt="Testingone Pn" width="1920" height="1080" data-path="images/testingone.png" />
    </Frame>

    <Frame>
      <img src="https://mintcdn.com/thinkrrai/kyqxJ3lGoBrlunut/images/testingtwo.png?fit=max&auto=format&n=kyqxJ3lGoBrlunut&q=85&s=bfe18b7329d7ccd01f8d1db6f589230d" alt="Testingtwo Pn" width="1920" height="1080" data-path="images/testingtwo.png" />
    </Frame>

    <Frame>
      <img src="https://mintcdn.com/thinkrrai/kyqxJ3lGoBrlunut/images/testingthree.png?fit=max&auto=format&n=kyqxJ3lGoBrlunut&q=85&s=87777a636f5f8b141cd1b77abf715454" alt="Testingthree Pn" width="1920" height="1080" data-path="images/testingthree.png" />
    </Frame>
  </Step>
</Steps>

Review agent responses, logic, and timing. For a deep dive, see [**Testing Procedure**](/Testing-Procedure)

***

## Final Tips for Configuration

* Use **short, clear scripts**
* Prompt only for actions — don't hardcode phrases
* Store pricing, services, or names in **Key Information** for better logic
* Always test using a **test number**
* Avoid names like "John" or "Sarah" — use custom values like `{{client_firstname}}`

***

## FAQs & Troubleshooting

### General Questions

<Accordion title="Can I create multiple Inbound Agents?" icon="message-question" iconType="duotone">
  Yes, you can create multiple Inbound Agents for different tasks, services, or departments.
</Accordion>

<Accordion title="Can I assign the same phone number to two inbound agents?" icon="message-question" iconType="duotone">
  No. Each Inbound Agent must have a unique phone number, though the same number can be reused for outbound campaigns.
</Accordion>

<Accordion title="Can an Inbound Agent be used for web chat?" icon="message-question" iconType="duotone">
  Yes, an Inbound Agent can operate as both a phone receptionist and a web-based assistant via the Web Widget.
</Accordion>

### Configuration

<Accordion title="Where do I configure my agent's voice and greeting?" icon="gear" iconType="duotone">
  During setup, use the voice selection and greeting fields to define the tone, gender, and personality of your AI agent.
</Accordion>

<Accordion title="How do I personalize agent speech?" icon="gear" iconType="duotone">
  Use placeholders like `{{client_firstname}}`, `{{company_name}}`, and `{{representative_name}}` inside scripting or prompting fields. AVA will replace these in real time during calls.
</Accordion>

<Accordion title="What if my agent says the wrong thing?" icon="gear" iconType="duotone">
  Check your scripting, prompting, and key information fields. The AI speaks based only on what's been configured.
</Accordion>

### Usage and Results

<Accordion title="How does the Web Widget Discount affect pricing?" icon="book-open" iconType="duotone">
  When the Web Widget is enabled during a call, your usage is billed at a discounted rate of \$0.16 instead of the base \$0.18/min.
</Accordion>

<Accordion title="Can I test agents before launch?" icon="book-open" iconType="duotone">
  Yes. Use the built-in "Save and Test Agent" or "Test Campaign" features to simulate interactions and evaluate performance. Testing does not consume minutes.
</Accordion>

<Accordion title="Can I view transcripts or call logs?" icon="book-open" iconType="duotone">
  Yes. AVA generates transcripts and logs that can be accessed in the dashboard in the **Call History** section  after each test or live call.
</Accordion>

***

For additional questions or guidance, try using our [**Virtual Support Agent**](/Thinkrr-Support-Agent)! Available 24/7 to help resolve most issues quickly at [thinkrr.ai/support](https://thinkrr.ai/support).

If you still need assistance, visit our support site at [help.thinkrr.ai](http://help.thinkrr.ai) and submit a [Ticket](/Support-Ticket-System) or contact our team directly at [hello@thinkrr.ai](mailto:hello@thinkrr.ai).
