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How to create an AI agent

In this tutorial, you’ll learn how to configure an AI voice agent step by step.

Steps to create your agent​

1) Open the Agents section​

  • Go to the left sidebar in your dashboard.
  • Click "Agents".

Sidebar

2) Create a new agent​

  • Click "New Agent" (top-right corner).
  • Complete the setup flow.

New agent button

3) Basic settings​

  • Agent name: Assign a descriptive name.
  • Role template: Choose a template (e.g., customer support or sales).
  • Voice: Select tone, gender, and accent.
  • Prompt language: Spanish, English, or Portuguese.
  • Style: Define personality and communication style.
  • Success criteria: Define what makes a call successful.
  • Timezone: Set the calling timezone.

4) Advanced settings​

  • Output variables: Numeric, text, and boolean fields to extract after calls.
  • Knowledge files: Upload PDFs with FAQs, scripts, or manuals.
  • Website URL: Add your website for context.
  • Key messages: Define greeting and farewell messages.

5) Test your agent​

  • Enter your phone number with country code.
  • Click "Test call".
  • You should receive a call in less than a minute.

What’s next?​

  • Save changes and activate your agent in production.
  • Monitor calls from the agent panel.