Creating an Agent

Step-by-step guide to creating your first voice AI agent.

Creating an Agent

Step 1: Navigate to A.I Agents

1. Click A.I Agents in the sidebar
2. Click + Create New Bot

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Step 2: Choose Agent Type

A modal appears asking you to select:

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Type	Use Case
Inbound	Answers incoming phone calls (customer support, reception, sales qualification)
Outbound	Makes outgoing calls to contacts (lead follow-up, appointment reminders, campaigns)

Step 3: Basic Information

1. Bot Name — descriptive name (e.g., "Sales Assistant", "After-Hours Support")
2. Description — brief summary of what this agent does
3. Avatar — optional visual icon for the agent

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Step 4: System Prompt

Write the instructions that define your agent's personality and behavior:

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You are a friendly sales representative for [Company Name].
Your goal is to:
- Qualify leads and understand customer needs
- Schedule appointments with the sales team
- Answer basic questions about our products
- Always be helpful and professional

If you can't answer something, politely transfer to a human agent.

Step 5: Conversation Flow (Optional)

Use the embedded flow builder to design a visual conversation flow:

• Add nodes for different conversation stages
• Connect nodes to define the flow
• Set conditions for branching (e.g., if caller says "pricing" → go to pricing node)

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See Agent Builder for detailed settings.

Step 6: Save and Configure

Click Save to create your agent. You'll then be taken to the full agent builder to configure:

• Voice settings (TTS/STT)
• Call handling settings
• Phone number assignment
• Integration webhooks

What's Next?

After creating your agent:

1. Configure detailed settings (voice, LLM, call handling)
2. Assign a phone number
3. Test your agent before going live
4. Activate the agent with the toggle switch