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Setting Up Your AI Voice Assistant in 5 Minutes

A step-by-step guide to configuring your Barpel AI voice agent, from store integration to going live with your first call.

Barpel TeamMarch 1, 20264 min readLast updated: March 1, 2026

Before You Start: What You Need

Setting up an AI voice assistant with Barpel requires three things: an active e-commerce store on a supported platform (Shopify, WooCommerce, BigCommerce, or Magento), a Barpel account, and five minutes. There is no coding required, no server to provision, and no IT team to involve. The entire setup is handled through a guided wizard in the Barpel dashboard.

If you already have your store credentials handy and know what phone number you want callers to reach, you can be live in under five minutes. If you need to provision a new phone number, Barpel can assign one from a pool of local and toll-free numbers in over 40 countries.

Step 1: Connect Your Store

From the Barpel dashboard, click "Add Store" and select your platform. For Shopify, you will be redirected to the Shopify App Store to install the Barpel app with a single click. The app requests read access to orders, products, and customer data — the minimum permissions needed for the AI agent to look up orders, check inventory, and verify customer identity.

For WooCommerce, the integration uses REST API keys that you generate in your WordPress admin panel. Barpel provides a copy-paste setup flow with screenshots for each step. BigCommerce and Magento follow similar patterns using API credentials. The entire store connection process takes 60–90 seconds.

Step 2: Configure Your Voice Agent

Once your store is connected, the next screen lets you configure your AI agent’s personality and capabilities. You choose a voice (male or female, with options for accent and tone), set the greeting message, and define the agent’s name. Most brands use a friendly first name like "Sarah" or "Alex" rather than a robotic identifier.

The configuration screen also lets you define which actions the agent can perform autonomously — such as processing returns, applying discounts, or updating shipping addresses — and which should be escalated to a human. You set your business hours, after-hours behavior (voicemail, callback scheduling, or 24/7 AI handling), and any custom policies the agent should follow.

Step 3: Assign a Phone Number and Go Live

The final step is assigning a phone number. You can port an existing business number, select a new local number, or choose a toll-free number. Barpel handles all carrier provisioning automatically. Once the number is active, you can make a test call from the dashboard to hear your agent in action, verify that it can access your order data, and confirm that escalation routing works correctly.

After testing, flip the toggle to "Live" and your AI voice assistant is operational. Calls are logged in real time on your dashboard, with full transcripts, sentiment scores, and resolution outcomes. Most merchants report making their first real customer call within 10 minutes of starting the setup process.

After Setup: Optimization Tips

Your AI agent improves with data, but there are a few things you can do in the first week to accelerate performance. First, review the call transcripts daily and flag any responses that could be improved — Barpel uses this feedback to fine-tune the agent’s handling of your specific product catalog and customer base. Second, add your FAQ content to the knowledge base so the agent can answer brand-specific questions accurately.

Third, set up automated reports to track key metrics: call volume, resolution rate, average handle time, and customer satisfaction. These reports are delivered weekly by email and are available in real time on the dashboard. Within two to three weeks, your AI agent will have enough interaction data to handle the vast majority of customer inquiries with minimal oversight.

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