How to Create a Discovery Call Voice Agent 

A Discovery Call Voice Agent is an AI powered Voice Agent that helps sales teams run discovery and qualification calls automatically. It can speak with prospects, ask questions, respond in real time, and capture important sales insights — helping teams run consistent conversations without attending every call live.

In this guide, you’ll learn how to set up, customize, and publish a Discovery Call Voice Agent for your sales workflow.

🚀 Steps to follow

1. Go to the Voice Agents section

• From your Fireflies dashboard, click on the Voice Agents tab in the left-hand menu.

• Select the Discovery Call Agent template, it’s designed to run one-on-one discovery calls, qualify prospects, and capture early buying signals automatically.

2. Add Your Questions, Knowledge, and Instructions

Now it’s time to shape how your Discovery Call Agent will run the conversation.

❓Questions — What your Voice Agent will ask

Enter the discovery questions you want the agent to ask prospects.

By default, a few sample discovery questions may already appear here, which you can edit, remove, or replace based on your sales process.

Examples:

• What initially led you to explore a solution like this?

• What’s the current process or tool you’re using today?

• What’s been frustrating or challenging about it?

You can customize or replace these based on your product and sales flow.

🧠 Knowledge — Give your Voice Agent product context

Add any information the Voice Agent should use when answering prospect questions, such as: Product features, Pricing details, Integrations, Competitor comparisons, Common objections & responses, and Key value props

The more context you add, the smarter and more accurate your Voice Agent becomes.

If needed, you can also connect a Knowledge Base so the Voice Agent can reference product documentation, FAQs, or sales playbooks during discovery calls.

👉 Learn more about setting up a Knowledge Base for Voice Agents

💬Instructions — Define behavior and tone

Add instructions to define how your Voice Agent behaves during calls.

For example:

• Speak in a friendly, consultative tone

• Keep answers clear and concise

• Ask follow-up questions when needed

• Highlight ROI or key benefits

• Steer the conversation toward qualification

This ensures the voice agent aligns with your brand and sales style.

3. Personalize your Voice Agent

Step 1: Add your company branding

Customize how the Voice Agent appears to others.

• Upload a logo → Add your company logo to represent your brand.

• Give your Voice Agent a name → Choose a clear name that explains what the Voice Agent does
  (for example, “Acme Sales Rep — Alex” or “Product Demo AI — Nova”).

• Update the company name → Edit the company name shown during the conversation, if needed.

• Add a short description → Write a brief description so others understand the Voice Agent’s purpose.

These details help people understand who the Voice Agent represents and what the conversation is about.

Step 2: Customize how your Voice Agent sounds and behaves

In this step, you decide how your Voice Agent sounds and communicates during a call. These settings affect how natural the conversation feels and how long it can run.

• Language → Choose the language your Voice Agent will use while speaking with participants during conversations. Fireflies supports 32+ languages.

• Session duration → Choose how long each conversation can run (5–40 minutes).

• Voice → Choose how your Voice Agent will sound while speaking with participants during conversations.

  • Built-in voices: Choose from preset AI voices available in different languages for your Voice Agent conversations.

    View available languages with built in voice count ✅

    Language	Available Voices
    English	25 voices
    Hungarian	9 voices
    Hindi	8 voices
    Chinese	6 voices
    Spanish	5 voices
    French	5 voices
    Turkish	4 voices
    Russian	3 voices
    German	2 voices

  • Use your own voice: Use your own recorded voice (voice cloning) instead of a preset AI voice, so your Voice Agent sounds more natural and personalized during conversations.

    👉🏻 Check out How to Clone Your Voice for Fireflies Voice Agents to learn how to create and use your own voice.

• Tone → Choose how your Voice Agent communicates, such as Casual, Professional, or Talkative.

• Conversation speed → Control how quickly the Voice Agent speaks during the conversation (0.7x to 1.2x).

  

Step 3: Preview before finalizing

Use the Preview button to listen to how your Voice Agent will sound before publishing.

4. Set visibility, privacy, and recap email preferences

Review how meetings and summaries should be shared. The settings below help you control who can find the Voice Agent, who can view meeting details, and who receives updates after each call.

Select the Settings tab on the top left side to continue.

• Visibility → Toggle this on if you want other members of your workspace to discover and edit this Voice Agent. Turn it off if you want only yourself (or admins) to manage it.

  

• Privacy settings → Choose who can view meeting transcripts and recordings after a call. You can limit access to only yourself, share it with participants, make it available to workspace teammates, or allow access to anyone with the meeting link.

  

• Recap email settings → Decide who should receive the call recap email after each call, such as only agent owner (you), only agent owner and participants from your team, or owner and participants.

  

• Participant info required before talking to agent → Choose what information participants must provide before starting a conversation. You can require name, email, or both.

  • If email is selected, participants will need to verify their identity using a one-time password (OTP) before joining the call.

  • If email is not selected, participants can simply enter their name and start talking right away — no verification required.

    

This setting is especially useful for demos, inbound conversations, or quick interactions where speed matters.

5. Make Your Voice Agent Live

Once everything looks good, click Create to make your Voice Agent live.

Once your Voice Agent is live, a shareable link is generated automatically. You can also distribute it via embed code, QR code, calendar invite, or messaging and social platforms — no scheduling required.

🔗 Don’t worry — You can return at any time to edit, pause, or unpublish the Voice Agent if needed.

6. Share your Voice Agent

You can share your Voice Agent in multiple ways, such as embedding it on your website, generating a QR code, sending it through messaging apps, or adding it to calendar invites.

👥 How participants join the call

When someone clicks your Voice Agent link, they’re guided through a simple join flow:

If email verification is enabled:

1. They’ll enter their name and email.

   

2. Next, they will verify their identity via a one-time password (OTP).

3. Once verified, they can click Join Meeting.

   

If email verification is disabled:

• They’ll enter their name and click Continue.

• Click Join Meeting.

• The conversation starts immediately.

  

🤖 How the Voice Agent conducts discovery calls

This is where the real magic happens — Your Discovery Call Agent joins the call, greets the prospect, and guides a structured discovery conversation. It asks the right questions, uncovers pain points, qualifies the lead, and captures all key details automatically.

✅ What happens after the call

Once a Voice Agent call ends, Fireflies automatically captures and organizes everything for you, so you can review outcomes and take action without replaying the entire conversation.

How to identify Voice Agent meetings?

Voice Agent calls are marked with a robot icon (🤖) next to the meeting name. This icon helps you quickly identify which meetings were run by a Voice Agent.

Alternatively, select the Voice Agent Meetings channel from the left sidebar to view all Voice Agent meetings in one place.

After each call, you can:

• Review recordings and transcripts

• View AI generated summaries and highlights

• Review scorecards and evaluations

• Use AskFred to get answers from the meeting

• Run AI Skills to automate follow ups and workflows

For step-by-step instructions on where to find the voice agent meeting and how to review outputs, see:
👉 Learn how to view and take action on your Voice Agent meetings

✨AI Credits Usage for Voice Agents

Voice Agents use AI credits based on how long each call lasts. Credits are consumed only while the call is active.

• 1 AI credit = 1 minute of Voice Agent call time

• Only the actual duration of the call is counted

• No credits are consumed before or after the call

• For example, if a call runs for 10 minutes, it uses 10 AI credits

⚙ Manage your Voice Agent

After your Voice Agent is live, you can manage it anytime from the My Voice Agents section.

From there, you can edit the agent’s configuration, pause or unpublish it, clone it for another use case, or delete it when it’s no longer needed.

✅ Final checklist

Before you share your Voice Agent link, quickly confirm the following:

• Agent name, voice, and tone feel right

• Questions match your discovery or qualification flow

• Knowledge and instructions accurately reflect your product

• Privacy, visibility, and recap settings are reviewed

• Test link been tested once before sending to prospects?

This ensures your Voice Agent is ready to run smooth, consistent conversations from the first call.

❓Frequently Asked Questions

Q1. Can I edit the Voice Agent after publishing?
Yes. You can update questions, tone, knowledge, or settings anytime. Click Save & Update.

Q2. Can I use my own voice for a Voice Agent?

Yes. Fireflies supports Voice Cloning, which allows you to create and use a custom voice clone for your Voice Agents.

📌 Check out How to Clone Your Voice for Fireflies Voice Agents to learn how to create and use your cloned voice.

Q3. How long can discovery calls be?
You can set the session duration from 5 to 40 minutes.

Q4. Can prospects revisit or re-run the call?
Yes — share the link again. The Voice Agent is always available.

Q5. Can I create multiple agents for different products or segments?
Yes. Use Clone to duplicate an agent and customize it.

Q6. Can I add my own discovery questions?
Absolutely. You can edit, reorder, or add questions anytime.

Q7. Is the Voice Agent available in multiple languages?
Yes — choose from 32+ languages and multiple tones.

Q8. How are AI credits used for Voice Agents?

Voice Agents use 1 AI credit per minute while a call is active. For example, a 10-minute call uses 10 AI credits.

Q9. Do Voice Agent calls use Google Meet or another third-party platform?
No. Voice Agent calls run entirely on Fireflies’ own platform. Participants simply open the shared Voice Agent link in any browser—there’s no Google Meet or third-party meeting tool involved.

🔗 Related guides

• How to Create a Screening Interview Voice Agent → Step-by-step instructions for setting up a Screening Interview Voice Agent.

• How to Create a Voice Agent from Scratch → Learn how to build a completely custom Voice Agent from scratch.

• How to Clone Your Voice for Fireflies Voice Agents → Create and use a custom voice clone for your Voice Agents.