# Setup

CSR Settings is where you connect the services that power the AI Voice Agent and configure how it sounds and behaves. This is a one-time setup that your admin handles before the system goes live.

## Steps

1. **Open CSR Settings.** Go to Setup and click "CSR Settings."
2. **Connect Twilio (phone service).**
   * Enter your Twilio Account SID and Auth Token (you get these from your Twilio account).
   * Enter or buy a phone number -- this is the number customers will call.
   * Save the Twilio section.
3. **Connect OpenAI (AI brain).**
   * Enter your OpenAI API Key.
   * Choose the AI model to use (the default works for most businesses).
   * Save the OpenAI section.
4. **Set up the voice.**
   * Pick the voice the AI uses when talking to callers (male, female, different accents).
   * Set the greeting message -- what the AI says when it first picks up (e.g., "Thanks for calling Smith HVAC, how can I help you?").
   * Set the language (English is the default).
5. **Configure business rules.**
   * Set your business hours so the AI knows when to offer appointments.
   * Set a fallback action for calls the AI can't handle (take a message, transfer to a number, etc.).
6. **Save and test.** After saving, use the "Test Call" button to call your number and make sure everything sounds right.

***

**Related Pages**

* [Voice Agent Overview](/ai-voice-agent-and-dispatch/proforge-csr/voice-agent.md)
* [Knowledge Base Setup](/ai-voice-agent-and-dispatch/proforge-csr/csr-settings/knowledge-base.md)
* [Technician Setup](/ai-voice-agent-and-dispatch/proforge-csr/csr-settings/technician-setup.md)


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