How to Create a Discovery Call Voice Agent 

With Voice Agents, Fireflies can run meetings on your behalf, including screening interviews, sales discovery calls, check-ins, and user interviews. This works especially well for repetitive conversations you don’t need to attend live, while still capturing structured notes, summaries, and insights from every call.

Want to automate cold calls, discovery calls, and early-stage qualification? The Discovery Call Agent is one of Fireflies' Voice Agents and helps you run consistent sales conversations, uncover pain points, qualify prospects, and capture buying signals—without manual effort.

In this guide, you’ll learn how to set up, customize, and publish a Discovery Call Voice Agent 👇

1. Go to the Voice Agents section

• From your Fireflies dashboard, click Voice Agents—this is where all your AI agents live. If it’s your first time, you’ll see a quick template gallery.

• 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.

These can include pain-point questions, qualification prompts, or any other element that helps streamline your sales process.

Examples shown on your screen:

• 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 Discovery Call Voice Agent

Step 1: Add your company branding

Upload your logo, give your Sales Rep a clear, customer-friendly name, and update the company signature if needed.

Example “Acme Discovery Agent—Alex” or “Product Demo AI — Nova”

Step 2: Choose the voice, language, session time, and tone

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 → Select from 32+ supported languages based on your audience.

• Voice →Select a voice that matches your use case. The number of available voices varies by language.

  • 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

  

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

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

• Conversation speed → Control how quickly the Voice Agent speaks during the conversation (0.25x to 2x).

• Interruption handling → Decide how the Voice Agent responds if a participant interrupts while it is speaking. Options include Short, Balanced, Patient, and Very Patient.

  

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

Before publishing, review who can access your Voice Agent meetings, summaries, and settings.

• 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. Create & Publish Your Discovery Call Voice Agent

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

Now you can share your Voice Agent with others through multiple methods—such as QR codes, social platforms, messaging apps, or embedding it on your website.

🔗 Don’t worry—you can edit or unpublish it later 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.

7. How prospects join the call

Here’s how it works when someone clicks your agent link:

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.

  

8. 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.

9. What happens after the call

Once the 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.

After each call, you can:

• Review the recap — Access the full transcript, AI-generated summary, key highlights, and scorecards

• Use AskFred— Ask questions about the call and get instant insights

• Run Sales AI Skills — Automatically generate qualification and deal insights using sales AI Skills like BANT, Coaching Opportunities, and Competitor Mentions (and more).

• Send results to your CRM — Share discovery call insights with CRM tools such as HubSpot, Salesforce, and other sales platforms.

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

10. 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

11. How to manage your Voice Agents

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

You can edit the agent, pause or republish it, copy its link, clone it for another role or 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. How long can discovery calls be?
You can set the session duration from 5 to 40 minutes.

Q3. Can prospects revisit or re-run the call?
Yes — share the link again. The Voice Agent is always available.

Q4. Can I create multiple agents for different products or segments?
Yes. Use Clone to duplicate an agent and customize it.

Q5. Can I add my own discovery questions?
Absolutely. You can edit, reorder, or add questions anytime.

Q6. Is the Voice Agent available in multiple languages?
Yes — choose from 32+ languages and multiple tones.

Q7. 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.

7. 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 View Your Voice Agent Meetings → Learn where to find Voice Agent calls, review transcripts and summaries, and understand access and privacy settings.

• How to Manage Your Voice Agents → Learn how to edit, pause, clone, or delete Voice Agents and manage visibility and permissions.