Quickstart
Follow this guide to prepare your agent for testing
Before you begin, make sure you’ve signed up for an account. You can find detailed instructions here.
Start the creation process
After logging in, click “Create agent” to start the process.
You can also duplicate an existing agent from the home page by clicking the three dots information icon next to a profile.
The duplicated profile will have the same name as the original, but appended with (copy). You can also export and import existing agents as .bin files.
Set a name, response language, voice, and greeting line
Full page: Voice, Agent settings
Set the general information for the agent, including agent name, response language, voice, and the welcome greeting.
You can also set a custom disclaimer message to precede the call using an alternate voice.
After completing these steps, click “Next”.
Select personality, role, and additional info
Next, select the personality, role, and enter the additional info for your agent.
Any additional info will be included as part of your agent’s personality prompt, packaged together with the other fields in this section.
After completing these steps, click “Next”.
Select knowledge topics
Full page: Knowledge base
Knowledge refers to the information and context the agent will have access to.
Once you have completed your knowledge topics, you are ready to publish your agent to the sandbox. For more information, visit the versioning overview.
[Optional] Select a number for telephony integration
Full page: Telephony Integration
You may buy a number or connect an existing number for your agent. You can also skip this step and return later.
[Advanced] Integrate functions into your knowledge base
Full page: Functions
What they do: Functions allow you to add dynamic, programmable behavior to your agent, and allow you to handle external API calls, retrieve specific data, and use that data make decisions based on real-time context.
Example use case: An agent retrieving shipping information for a customer query about an order.
[Advanced] Add a flow to your project
Full page: Flows
What they do: Flows are designed for managing multi-step conversations, like booking a table at a restaurant, resetting a password, or collecting feedback.
Example use case: A customer reservation flow for a restaurant, with steps to ask for the date, time, and number of people before confirming the booking, as well as handling any problems that might arise along the way.
By following these steps, you can create a personalized and effective agent tailored to your needs.