How to Record a Custom Video for the AI Autopilot Inbound Agent's Video Avatar

Warmly's AI Autopilot Inbound Agent can show a lifelike video avatar of you or your team on your website — powered by Tavus. To create your avatar, you'll record a short 1-minute training video and send it to your Warmly CSM. We handle the upload for you.

Before You Start

Make sure you have:

• A laptop or desktop with a built-in camera (or external webcam)

• A quiet, well-lit room

• A plain background (wall, solid backdrop)

• About 10 minutes

Setup Checklist

Appearance

• No glasses, hats, or jewelry — accessories interfere with avatar generation

• Wear clothing that contrasts with your background (avoid a white shirt against a white wall)

• Keep hair behind your shoulders, off your face — no bangs or loose strands covering your face

• Avoid high collars or turtlenecks — your neck should be clearly visible

Camera & Framing

• Position your camera at eye level (prop your laptop on books if needed — don't look down at it)

• Sit waist-up in frame: head, shoulders, and upper chest visible

• Your face should fill at least 25% of the frame — not too far back

• Sit at least 3 feet from the camera, as if you're on a normal Zoom call

• Do not use a browser-based recorder — use QuickTime (Mac), the Camera app (Windows), or Loom

Lighting

• Face a window or soft lamp — light should hit your face from the front, not from behind

• No harsh shadows across your face

• Consistent lighting throughout — avoid recording near a window where cloud cover will change the light

Audio

• Use your device's built-in microphone — do not use AirPods, wireless earbuds, or a standalone high-end mic

• Turn off any audio effects: noise suppression, EQ, spatial audio

• Record in a quiet room — no fans, AC noise, background music, or echo

Background

• Simple, still background — a plain wall or office backdrop works great

• No other people or movement visible in the background

What to Record

Your video is exactly 1 minute long, recorded in one continuous take (no cuts or edits). It has two parts:

Part 1 — First 30 Seconds: Speak Freely

Talk naturally, as if you're greeting a prospect who just landed on your website. Some ideas:

• Introduce yourself and what your company does

• Explain how your product is different from competitors

• Invite them to ask you anything

Tips for this segment:

• Speak clearly with natural enunciation — you want your lips and teeth to be visible

• Keep your head and body mostly still — minimal head turns, no hand gestures

• Don't block your face or mouth with your hands

• Look into the camera lens, not at your screen

Part 2 — Last 30 Seconds: Silent & Still

Stay in the exact same position with the same expression. Just blink and breathe normally. This is the "listening" state — the avatar uses this footage when the prospect is talking and the avatar is on screen but not speaking.

Tips for this segment:

• Keep a neutral, relaxed expression — closed lips, no smiling or frowning

• Stay as still as possible

• No fidgeting, no looking away, no movement

Technical Requirements

How to Send Us Your Video

Once you've recorded, share the file with your Warmly CSM — either by:

• Uploading to Google Drive and sending the link

• Sending the file directly via email or Slack

Your CSM will handle uploading it to the platform and will let you know when your avatar is live (typically within a few days of submission).

Common Mistakes to Avoid

Questions?

Reach out to your Warmly CSM or email [email protected].