Today, we're going to build an agent that can call leads and schedule them for a car test drive. The agent pulls leads from a spreadsheet, walks them through a set of questions defined in a Google Form and writes their responses back to a Google Sheet in your Google Drive.

• Calls a lead list.

• Asks the questions in your Google Form.

• Finds the nearest dealer by ZIP code.

• Writes every response to a Google Sheet.

• Books the next call or test-drive - 24-7.

0:00 Intro
0:57 Your agent's prompt
1:32 Create a data source
2:05 Your agent's greeting message
2:23 Build your agent
3:37 Create your own keys
4:30 Setting up a Google Service Account
7:15 Testing your agent
8:02 Create a voice channel for your agent
8:18 Setting up your agent's call
9:29 Having a phone call with your AI agent
10:12 Syllable's Sessions feature

What You’ll Need

• A Syllable account (free trial works great)

• A Google Drive account (Forms + Sheets)

• A CSV of phone numbers to call (template provided)

• 10–15 minutes and a cup of coffee

Step 1: Prepare Your Google Drive Assets

• Log into your Google Drive.

• Set up folder structure with the parent Syllable Demo Folder with Forms and Sheets folders inside of it.

• Create a Google Form in the Forms folder with the questions you want your agent to ask (e.g., vehicle type, preferred date, ZIP code).

• Save the Folder ID of that Sheets folder and the Form ID - you’ll share it with your agent later.

Step 2: Draft Your Prompt & Greeting

• Log into the Syllable Console and start creating your agent.

• Prompt → New Prompt
  Name: Test Drive Agent Prompt

• Tools to include:

  • append_data_with_session

  • create_sheet_from_form

  • search_dealership (Data Source Search)

  • hang_up

Copy the prompt located at docs.syllable.ai

This explains to the AI Agent how to use the tools we added.

• Message → New Message
  Hi there! I’m calling on behalf of Toyota about your interest in a test-drive. Ready to get started?

• Save both.

Step 3: Add a Data Source

Go to Data Sources -> New Datasource

Name: Toyota_Dealerships

Copy the sample Toyota_Dealerships dataset from docs.syllable.ai and paste it into Data source content (or use your own dealer list)

Save.

Step 4: Build the Agent

• Agents → New Agent

• Name: Test Drive Agent

• Select the prompt & greeting message we just made.

• STT, Timezone, busy sound and other fields.

• The four tools auto-populate, but we need to configure some of them.

• Under search_dealership,  choose Toyota_Dealerships as the data source.

• Under Session Configuration you need to add Tool headers. Copy the header and value located at docs.syllable.ai.

• Click Save.

Run a quick chat test - reply “Yes” and confirm the create_sheet_from_form tool fires.

Step 5: Create a Google Service Account

Syllable’s sample keys are fine for testing, but to write to your Sheets you need your own credentials.

• Enable the Google IAM API

• In Google Cloud Console → APIs & Services

  • Enable Forms, Sheets, and Google Drive APIs.

• Credentials → Manage Service Accounts → Create Service Account
  Role: Basic → Owner

• Share your parent Drive folder (from Step 1: Syllable Demo Folder) with the service-account email (Role: Editor)

• Service Account → Manage Keys → Add Key → JSON
  Download and open the file and copy it.

Step 6: Load Up the Keys

Back in your agent:

• Session configuration → Session variables → Value → paste the entire JSON.

• Tools with configuration → create_sheet_from_form

  • Parent Folder ID → paste the Sheets folder ID.

  • Form ID → the Google Form ID.

Click Save.

Step 7: Test

Start a new session and answer the questions.

• Agent → Start Session

• Answer the agent's questions

• On Google Drive, open your Sheets folder and boom! A brand-new spreadsheet with every response.

Step 8: Spin Up a Voice Channel

• Channels → New Channel

  • Mode: Voice

  • Target: Your agent's phone number

  • Fallback: your Fallback number

  • Agent: Test Drive Agent

Save.

Step 9: Launch an Outbound Campaign

• Campaigns → New Campaign
  Rate: 60 calls/hr (or whatever suits).

• Batches → New Batch → Auto-Run On
  Download the CSV template, add your leads, upload, and watch the dials light up.

Step 10: Monitor Sessions

Every call shows up in Sessions with:

• AI summary of the conversation

• Full transcript & recording

• Tool calls + latency metrics

• A simple labeling UI to grade performance

That’s It - Your AI Sales Assistant Is Live!

You just automated cold-calling, lead qualification, sheet updates, and appointment booking - all without writing a single line of code.

Ready to put it to work? Sign up for a free trial.

Pro Tips & Next Steps

• Personalize the greeting with time-of-day variants.