Creating an Agent

Every AI voice agent starts with creation and configuration. This guide walks you through creating your first agent and understanding all the settings available.

Create New Agent

To create a new agent:

1. Navigate to the Agents page in your dashboard.
2. Click "New Agent" in the top right corner.
3. Fill in the agent creation form.

The creation form includes the following fields:

• Name — An internal name for reference (e.g., "Support Agent", "Booking Bot").
• Description — A brief note describing what this agent does.
• Use Case Template — Choose from Customer Support, Sales, Appointment Booking, or Custom.
• Primary Language — The main language your agent will speak.
• Additional Languages — Select extra languages for multi-lingual support.

Agent Settings

After creation, you'll be taken to the agent configuration page where you can fine-tune:

• Instructions — The system prompt that defines how your agent behaves.
• Voice — The voice your agent will use for speech.
• Greeting — What the agent says when it first answers a call.
• Knowledge Base — Connect documents and data sources.
• Phone Number — Assign a phone number to this agent.
• Business Hours — Define when the agent is active.
• Call Transfer Rules — Configure when and how calls are transferred to humans.

Templates

Templates pre-fill your agent's instructions, greeting, and settings for common use cases. You can always customize everything after applying a template. Available templates include:

• Customer Support — Handles inquiries, troubleshooting, and escalation.
• Appointment Booking — Checks availability and books calendar slots.
• Sales Qualification — Asks qualifying questions and scores leads.
• After-Hours Agent — Takes messages and provides essential info outside business hours.