Setup Guide

Each section on the Setup page is an independent feature you can turn on or off. Start with just a greeting and layer on more as you need them.

Running a kennel or daycare mostly on the phone? This signup page preloads a greeting plus extract fields for owner, pet, service, dates, and care notes.

Greeting

Every caller hears a greeting when your agent picks up. You can type your own text or upload a recording. You can also pick a high quality voice to read it.

Tip. Start here. A clear, natural greeting is the single biggest improvement you can make over standard voicemail.

Voicemail

After the greeting, your agent records the caller's message and processes it. Choose from three modes.

Converts the caller's audio to plain text and saves it on the call record. No configuration required. This is the default mode and a good starting point if you just want readable voicemails.

Output

Hi, this is Sarah from Dr. Miller's office. I'm calling to confirm your appointment on Thursday at 2pm. Please call us back at 555-0142.

SMS to Caller

Automatically text the caller after they hang up. Choose from three modes.

Texts the caller a copy of their own voicemail transcription right after they hang up. No template needed. Useful as a simple confirmation that their message was received.

Output

Hi, this is Sarah from Dr. Miller's office. I'm calling to confirm your appointment on Thursday at 2pm. Please call us back at 555-0142.

SMS to You

Get a text message on your own phone whenever someone leaves a voicemail. Choose from three modes.

Sends you the raw voicemail transcription as a text message. Quick way to read what the caller said without opening the dashboard.

Output

Hi, this is Sarah from Dr. Miller's office. I'm calling to confirm your appointment on Thursday at 2pm. Please call us back at 555-0142.

Email to Caller

Send the caller an email after their call. Works the same way as SMS to Caller but over email. Choose from three modes.

Emails the caller a copy of their voicemail transcription. Works like the SMS version but over email, so you can include longer content or formatting.

Output

Hi, this is Sarah from Dr. Miller's office. I'm calling to confirm your appointment on Thursday at 2pm. Please call us back at 555-0142.

Email to You

Receive an email with the voicemail details. Pairs well with inbox rules or CRM forwarding. Choose from three modes.

Emails you the raw voicemail transcription. Pairs well with inbox rules, labels, or CRM forwarding.

Output

Hi, this is Sarah from Dr. Miller's office. I'm calling to confirm your appointment on Thursday at 2pm. Please call us back at 555-0142.

Voice Selection

By default your greeting uses a managed StarAgent voice. You can pick from dozens of natural sounding voices or clone your own.

Response Review

Route every generated response through a reviewer before it reaches the caller. When enabled, SMS and email replies are held and sent to your designated reviewers first. Add up to four phone numbers or email addresses, separated by commas.

Tip. Good for teams that need a human check on outbound messages, regulated industries, or when you are still dialing in your templates.

Preview

The Voicemail, SMS, and Email sections each have a Preview button next to Save. Clicking it generates a sample output using your current mode and template so you can see exactly what your agent will produce before going live.

The small arrow on the right side of the Preview button opens a scenario picker. Four built-in scenarios are included out of the box.

Appointment request — a caller trying to schedule a time
Urgent callback — someone who needs a reply right away
Pricing inquiry — a prospective customer asking about cost
Complaint or issue — an existing customer reporting a problem

You can also add your own scenarios. Custom scenarios are saved in your browser and available across all sections. Use them to test edge cases or build a library of inputs that match your real callers.

Integrations

Connect StarAgent to external tools. These live in the Integrations section at the bottom of the Setup page.

Webhooks

POST call data to any URL in real time. Connect to Zapier, N8N, Make, or your own backend.

BlueBubbles (iMessage)

Send iMessages from your agent using a Mac running BlueBubbles Server.

Zapier

Trigger Zaps when you miss a call or receive a voicemail.

N8N

Ingest StarAgent events into self-hosted N8N workflows.

Loops.so

Send transactional emails to callers or your team when a voicemail comes in.

Common combinations

Simple voicemail upgrade. Custom greeting and Voicemail (Transcribe). Callers hear a professional greeting and you get clean text transcripts.

Lead capture. Custom greeting, Voicemail (Extract), and Email to You. The agent pulls name, phone, and reason from each call and emails you a summary.

Full auto reply. Custom greeting, Voicemail (Extract), SMS to Caller, Email to You, and Webhook. The caller gets an instant text, you get an email, and your CRM gets the structured data.

iMessage responder. Custom greeting, Voicemail, and BlueBubbles. After a missed call, the agent sends an iMessage from your Apple ID instead of SMS.

Reviewed replies. SMS to Caller with Response Review enabled. The agent drafts a reply and sends it to your reviewer first. Nothing goes to the caller until it is approved.

Tip. You can turn any section on or off at any time without affecting the others. Start simple and add more as you see what your callers need.