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Overview

This guide walks you through creating and configuring an AI agent from scratch.
Create agent modal

The agent creation modal — choose a name, type, and configure your agent

Step 1: Navigate to Agents

From the dashboard, tap Agents in the bottom navigation bar (mobile) or sidebar (desktop).

Step 2: Create New Agent

Tap the + button in the top right to create a new agent.

Step 3: Configure Basic Settings

Agent Name

Give your agent a descriptive name that helps you identify it:
  • “Sarah - Reception”
  • “Main Line Agent”
  • “After Hours Support”

Greeting Message

This is what the agent says when answering a call:
Keep greetings:
  • Warm and welcoming
  • Brief (under 15 seconds when spoken)
  • Clear about who they’ve reached

Step 4: Write the System Prompt

The system prompt is the most important setting. It defines your agent’s personality, knowledge, and behavior.

Template Structure

Example System Prompt

Step 5: Select a Voice

Choose an AI voice for phone calls:
  1. Tap Voice to open the voice selector
  2. Preview different voices by tapping the play button
  3. Select the voice that fits your brand
Consider:
  • Male vs female voice
  • Formal vs casual tone
  • Regional accent if relevant

Step 6: Save Your Agent

Tap Save to create the agent. You can always edit settings later.

Step 7: Deploy Your Agent

Your agent needs somewhere to work:

Assign to Phone Number

  1. Go to the Deploy tab
  2. Under “Phone Numbers”, tap Assign Number
  3. Select an existing number or provision a new one

Create Chat Widget

  1. Go to the Deploy tab
  2. Under “Web Chat Widget”, tap Create Widget
  3. Copy the embed code to your website

Testing Your Agent

Test via Phone

Call the assigned number and have a conversation with your agent.

Test via Chat

Use the Admin Chat feature to test responses without making a call:
  1. Open your agent
  2. Tap the chat icon in the header
  3. Type messages to test responses
Creating a new agent

Watch the full agent creation flow

Next Steps

Add Knowledge

Give your agent more context about your business

Connect Apps

Enable calendar booking and CRM sync