Customizing your agent

Once you've signed up, you can shape what your agent sounds like and what it knows. Go to Dashboard → Agent.

Identity tab — voice and greeting

This controls what your agent sounds like.

Agent name — what your agent calls itself ("This is Vallo" vs. "This is Sarah"). Defaults to "Vallo."
Voice — start with the curated set: Ara, Rex, Sal, Cedar. Click Show all voices to see the full list. Hit the play button next to any voice to hear a short preview reading your greeting.
Greeting — the first sentence your agent says when answering. Auto-generated from your agent name + business name, but you can rewrite it.

Tips:

Keep the greeting under 15 words. Long greetings make callers impatient.
Preview a voice before saving. Some voices fit certain trades better than others.

Click Save when done. Changes apply to every call from that moment forward.

Business tab — facts about your business

This is what the agent treats as authoritative information about your business.

Business name, type, phone, address
Service area — define where you work so your agent knows how to handle callers outside your area. Toggle it on in the Business tab, then pick a mode:
Radius — miles around your business address (e.g., 25 miles)
Cities — a list of cities or towns you serve
ZIP codes — a list of ZIP codes you cover

A map shows your coverage area as you set it up. Below the map, choose what happens when someone calls from outside your area: decline politely (default), take a message anyway, or refer them to a business you trust

Business hours — free text ("Mon–Fri 8am–5pm") or structured editor
Services — comma-separated list of what you offer ("drain cleaning, water heater repair, fixture install")
Website URL — paste your site and click Scrape to auto-fill hours, address, services, and description

Set business hours and call transfer rules in their own dedicated articles — see Business hours and call transfer rules.

Knowledge tab — what your agent knows

The Knowledge tab holds the information your agent draws from on calls. It has two main sections: Pricing & fees and General knowledge.

Pricing & fees

A structured table where you enter your service prices. Each row has:

Service name — what you call the service (e.g., "AC diagnostic" or "drain clearing")
Format — how pricing works for that service:
Fixed price — one set price ("$89")
Price range — a low and high ("$150–$300")
Starts at — a minimum ("starts at $200")
Quote on-site — for jobs that need an in-person assessment first
Price — the dollar amount(s)
Share with callers — controls whether your agent mentions this price on calls. Set to Share and your agent will quote it. Set to Internal only and the price stays in your dashboard for your records but is never said on a call.

When you first open the table, you'll see pre-filled service rows based on your trade (HVAC shops see diagnostic fee, AC repair, etc.). All prices are blank until you fill them in.

Already have a rate sheet? Upload it in the Knowledge files section below and Vallo will fill in the table for you.

Below the table is a Pricing instructions field. Use this for nuance that doesn't fit in a single row — things like "diagnostic fee waived with repair" or "after-hours calls add $50."

If you leave all prices blank, your agent tells callers that someone from your team will follow up with pricing. It will never guess or make up a number.

Your prices are private. They are only used on your calls and in your dashboard. They are never visible to other businesses, never shown on any public page, and never shared outside your account.

Changes apply immediately. Edit a price and save — the next call uses the updated number. Past calls are not affected.

If you had freeform pricing notes before: You'll see a banner in the Knowledge tab prompting you to switch to the new pricing table. Your old notes are preserved until you make the switch.

General knowledge

This is for anything that doesn't fit in pricing:

Policies ("we don't service mobile homes")
Quirks ("ask if it's an emergency before scheduling")
Any other facts your agent should know

Keep it factual. Avoid instructions to the agent ("be friendly" — that's already built in).

Knowledge files

You can upload PDFs, Word docs, text files, or CSVs (max 10 MB each). Vallo extracts the text and uses it during calls. Good for: rate sheets, service descriptions, employee handbooks, warranty info.

Rate sheets and price lists get special treatment. If Vallo finds pricing in your uploaded file, it pulls out the services and prices and adds them to your pricing table automatically. The table opens in edit mode so you can review what was added before saving. Any services you'd already entered are left alone — Vallo only adds new ones.

When changes go live

Every save rebuilds your agent's instructions and applies to the next call. There's no deploy step.