HiloVoice
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All topics
  1. Getting started
    1. Create your account
    2. Get started with the guided welcome
    3. Invite your team
    4. Keep your number and forward it to your agent
    5. Set up your first agent
    6. A tour of HiloVoice
    7. Get help
  2. Concepts
    1. What HiloVoice does
    2. The five kinds of agent
    3. Phone numbers and caller ID
    4. Campaigns and recipients
    5. Calls, leads and contacts
    6. Roles and permissions
  3. Building an agent
    1. How the builder works
    2. Describe the business
    3. Name the agent and give it a purpose
    4. Set your opening hours
    5. Handle each kind of caller
    6. Choose what the agent asks
    7. Give the agent answers
    8. Shape how a call sounds
    9. Give a Receptionist its number
    10. Write an outbound agent's opening
    11. Set a follow-up's goal
    12. Set when an outbound agent may call
    13. Give an outbound agent a caller ID
    14. Turn callers into leads
    15. Book appointments on a call
    16. Hand calls to a person
    17. Turn away callers you can't help
    18. Let the agent check your records
    19. Send messages after a call
    20. Review and go live
    21. Start a new agent from one you have
    22. Pause, archive or delete an agent
    23. Call new leads within seconds
  4. Agent playbooks
    1. Set up a receptionist for a clinic
    2. Confirm tomorrow's appointments
    3. Check the details you hold
    4. Ask for feedback after a visit
    5. Follow up on open quotes
  5. Testing and going live
    1. Test an agent with Try it
    2. Put a Receptionist on the web
    3. Check an agent before real calls reach it
    4. Your responsibilities on calls
  6. Campaigns
    1. How a campaign runs
    2. Create a campaign
    3. Import a campaign's recipients
    4. Set a campaign's calling hours and retries
    5. Monitor a running campaign
    6. Work the Needs a person queue
    7. Call a recipient again
    8. Read a follow-up's progress
  7. Day-to-day operations
    1. The Usage page
    2. Review your calls
    3. Follow up your leads
    4. Keep your contacts up to date
    5. Set up transfer destinations
    6. Put callers straight through to a person
    7. Block a number
    8. Keep up with notifications
  8. Integrations
    1. What you can connect
    2. Connect your own Twilio account
    3. Connect your calendar
    4. Send email from your own address
    5. Connect HubSpot
    6. Connect Salesforce
    7. Connect Slack
    8. Connect Zapier
    9. Send leads to your own system
    10. Add a lookup source
  9. Administration
    1. Change your organization's settings
    2. Manage members and roles
    3. Manage your phone numbers
    4. Plans, minutes and limits
    5. Make and revoke API keys
    6. Check who did what in the activity log
    7. Manage your own account
    8. Join the HiloVoice affiliate program
  10. Reference
    1. Glossary
    2. Campaign statuses
    3. Recipient statuses
    4. Follow-up dispositions
    5. Call statuses and outcomes
    6. Agent builder fields
    7. CSV columns
    8. Error messages
    9. Frequently asked questions

Start a new agent from one you have

For BuildersChecked against the app on October 1, 2026

A copy of one of your agents is a quick start for another like it: a second location's receptionist, or a Feedback agent for a different service. The copy is a new agent of the same kind, with the setup you choose to bring along. It's a draft until you publish it, and nothing it does affects the agent it came from.

Before you start

  • You're an Owner, Admin or Builder.
  • The agent you copy isn't archived.
  • Copying a Follow-ups agent needs a plan that includes follow-ups.

Steps

  1. Start the copy, either way:

    • On Agents, click New agent, then Copy one of your agents at the top.
    • Open an agent's menu, ⋮ at the end of its row on Agents or … beside its name in the builder, and click Duplicate this agent.

    The Front desk's row on Agents with the menu at the end of the row open, and Duplicate this agent in it.

  2. Under Copy which agent, choose the agent to start from. The line under it names its kind: the copy is the same kind of agent, and can't be changed to another.

    Start from an existing setup: the Front desk to copy, a Receptionist, the name Copy of Front desk, and every part ticked under Bring along, above Create the copy.

  3. Change the Name. It starts as Copy of and the agent's name.

  4. Under Bring along, untick anything you'd rather start fresh. Each part left out starts from that kind of agent's general starting point instead.

    PartWhat comes along
    QuestionsWhat it asks and collects.
    KnowledgeThe answers it may give, and what it says when callers hesitate. Documents don't come along: upload them to the copy.
    After-call actionsThe texts, emails, webhooks and flags once a call ends.
    VoiceThe voice and the background sound.
    LookupsThe spreadsheets and systems it checks during a call.

  5. Click Create the copy. The copy opens in the builder, with <name> is ready to edit.

What happens next

  • The copy is a draft. Change what differs, such as the business details, hours and transfers, then publish it on Review & Go Live.
  • It copies what the agent you started from had at that moment, unpublished changes included.
  • Never copied: its phone number, its calls and its campaigns. Give the copy its own number on its Phone Number step, or a caller ID on an outbound agent's Caller ID step.
  • A draft doesn't count toward your plan's active agents until it goes live.

If it does not work

You seeWhyWhat to do
Create the copy is greyed outNo agent is chosen, or the name is emptyChoose an agent and give the copy a name.
The agent you want isn't under Copy which agentIt's archivedClick Restore this agent in its menu first: ⋮ on its row on Agents, with Show archived switched on, or … beside its name in the builder.
Follow-up agents are on <plan> and up.Your plan doesn't include follow-upsChange plan under Settings → Billing, or copy another kind.
Your role here is Analyst: you can look at everything, but not change it.Analysts can't create agentsAsk an owner or admin to make you a builder.
Couldn't copy that agent.The copy couldn't be made this timeTry again in a minute.