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Overview

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

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Step 1: Navigate to Agents

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

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Step 2: Create New Agent

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

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Step 3: Configure Basic Settings

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Agent Name

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

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Greeting Message

This is what the agent says when answering a call: 
Hello, thanks for calling Acme Dental. This is Sarah, how can I help you today?
Keep greetings:
  • Warm and welcoming
  • Brief (under 15 seconds when spoken)
  • Clear about who they’ve reached

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Step 4: Write the System Prompt

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

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Template Structure

You are [Name], a [role] for [Business Name].

## Your Responsibilities
- [Primary task 1]
- [Primary task 2]
- [Primary task 3]

## Business Information
- Hours: [hours]
- Location: [address]
- Services: [list of services]

## Guidelines
- [Behavior guideline 1]
- [Behavior guideline 2]

## What You Cannot Do
- [Limitation 1]
- [Limitation 2]

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Example System Prompt

You are Sarah, a friendly receptionist for Acme Dental Clinic.

## Your Responsibilities
- Answer questions about our dental services
- Help callers schedule appointments
- Provide directions to our office
- Take messages for the dentist

## Business Information
- Hours: Monday-Friday, 9am-5pm
- Location: 123 Main Street, Suite 100, Vancouver BC
- Services: Cleanings, fillings, crowns, whitening, Invisalign

## Pricing
- Cleaning: $150
- Whitening: $300
- Consultation: Free

## Guidelines
- Be warm, professional, and patient
- If you don't know something, offer to have someone call back
- For emergencies, direct callers to the ER or emergency dental hotline

## What You Cannot Do
- Provide medical advice
- Access patient records
- Process payments

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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

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Step 6: Save Your Agent

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

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Step 7: Deploy Your Agent

Your agent needs somewhere to work:

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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

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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

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Testing Your Agent

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Test via Phone

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

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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

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Next Steps

Add Knowledge

Give your agent more context about your business

Connect Integrations

Enable calendar booking and CRM sync