> ## Documentation Index
> Fetch the complete documentation index at: https://docs.poly.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Quickstart

> Create an account, build your first agent, and deploy it in minutes.

<div className="simplified-only">
  <Note>
    This quickstart uses [Studio Assistant](/studio-assistant/introduction) to scaffold the agent, then Web Calling to embed it. Available to project admins on enterprise clusters and to free-trial accounts. Free-trial users can switch to the full enterprise quickstart via the **Free trial — exit** pill.
  </Note>

  The fastest path from sign-up to a working voice agent on your site. Studio Assistant does most of the building: you describe what you want, and it scaffolds flows, knowledge, voice, and integrations for you.

  <Steps>
    <Step title="Create your account (~1 min)">
      Go to [studio.poly.ai](https://studio.poly.ai/) and sign up with your email or Google account. No sales call to start.

      <Frame caption="Sign up with email or Google">
        <img src="https://mintcdn.com/polyai/Q-CGDMOxOSX2tBiN/images/get-started/enter-your-details.png?fit=max&auto=format&n=Q-CGDMOxOSX2tBiN&q=85&s=b5bc6af8af6fbd297f510ae637a8eb64" alt="PolyAI sign-up page with email form and Google SSO option" style={{ maxWidth: '720px', width: '100%', margin: '0 auto', display: 'block' }} width="3012" height="1592" data-path="images/get-started/enter-your-details.png" />
      </Frame>

      You land on the Agent Studio home page. Studio Assistant asks for your company's website. Paste a URL and it starts building a tailored agent immediately.

      <Frame caption="Paste your company URL to get started">
        <img src="https://mintcdn.com/polyai/Q-CGDMOxOSX2tBiN/images/home/agent-builder-onboarding.png?fit=max&auto=format&n=Q-CGDMOxOSX2tBiN&q=85&s=722f4077733ea4e2696434e2a7a24042" alt="Agent Studio onboarding screen asking for your company website URL" style={{ maxWidth: '720px', width: '100%', margin: '0 auto', display: 'block' }} width="3012" height="1628" data-path="images/home/agent-builder-onboarding.png" />
      </Frame>

      The platform is self-serve from here. No billing, no metering, no contract.
    </Step>

    <Step title="Describe your agent (~3 min)">
      Tell Studio Assistant what you want to build. A URL, a document, or a sentence describing the business is enough to get started.

      Example prompts:

      * `Build a reservations agent for a restaurant. Take name, party size, date, and time, then confirm.`
      * `Read https://example.com and build an agent that answers questions about the company.`
      * `I run a clinic. Build an agent that handles appointment requests and FAQ about opening hours.`

      Studio Assistant reads your website, asks a few clarifying questions, then proposes a full agent plan: flows, knowledge, voice, and integrations. Review the plan and click **Approve**.

      <Frame caption="Studio Assistant researches your website and searches for relevant blueprints">
        <img src="https://mintcdn.com/polyai/PeTdaYpOcRWx5wbp/images/agent-builder/sa-researching.png?fit=max&auto=format&n=PeTdaYpOcRWx5wbp&q=85&s=74be3d2af635dd245942515a401d169d" alt="Studio Assistant researching a website and planning a new voice agent" style={{ maxWidth: '720px', width: '100%', margin: '0 auto', display: 'block' }} width="2508" height="1502" data-path="images/agent-builder/sa-researching.png" />
      </Frame>

      <Frame caption="It asks clarifying questions about what the agent should do">
        <img src="https://mintcdn.com/polyai/PeTdaYpOcRWx5wbp/images/agent-builder/sa-interactive-questions.png?fit=max&auto=format&n=PeTdaYpOcRWx5wbp&q=85&s=94d235b78fc32257b1355f3aa29e2e38" alt="Studio Assistant asking interactive questions about the agent's capabilities" style={{ maxWidth: '720px', width: '100%', margin: '0 auto', display: 'block' }} width="2510" height="1460" data-path="images/agent-builder/sa-interactive-questions.png" />
      </Frame>

      <Frame caption="Review the plan — nothing changes until you click Approve">
        <img src="https://mintcdn.com/polyai/PeTdaYpOcRWx5wbp/images/agent-builder/sa-plan-review.png?fit=max&auto=format&n=PeTdaYpOcRWx5wbp&q=85&s=ffdac9fa83b75cf1e255becaa40f5c81" alt="Agent plan card with Revise and Approve buttons" style={{ maxWidth: '720px', width: '100%', margin: '0 auto', display: 'block' }} width="2484" height="1368" data-path="images/agent-builder/sa-plan-review.png" />
      </Frame>

      See [Prompting Studio Assistant](/studio-assistant/prompting) for prompt patterns that work well.
    </Step>

    <Step title="Refine knowledge and behavior (~3 min)">
      Studio Assistant will have populated **Knowledge > FAQs** based on what you gave it. Open it and skim:

      * **Topics**: each is a question/answer pair grouped by intent. Edit any topic to tighten the answer or add sample utterances.
      * **Sources**: upload extra PDFs or paste URLs to expand the knowledge base. Studio Assistant turns them into topics automatically.

      Ask Studio Assistant to make changes in plain language, *"add a topic for refund policy"*, *"make the welcome message warmer"*, *"don't quote prices"*. It edits the agent for you.

      <Frame caption="Add or edit knowledge base topics in Knowledge">
        <img src="https://mintcdn.com/polyai/ZVzKq3G72RK1ScpE/images/quickstart/add-kb-item.png?fit=max&auto=format&n=ZVzKq3G72RK1ScpE&q=85&s=b4aff45b868a5f12b06cb7cfae9b1fc1" alt="Adding a knowledge base topic in Agent Studio" style={{ maxWidth: '720px', width: '100%', margin: '0 auto', display: 'block' }} width="2990" height="1360" data-path="images/quickstart/add-kb-item.png" />
      </Frame>

      Changes stay as **Drafts** until you publish to **Sandbox** for testing.
    </Step>

    <Step title="Test in-browser (~2 min)">
      <Tabs>
        <Tab title="In-browser call">
          The fastest way to test. Uses your device's microphone over WebRTC. No number to dial, no app to install.

          1. Click **Test** in the top-right corner to open the **Agent Debugging** side panel
          2. Choose **Call agent** under **Voice**
          3. Select **Sandbox** from the environment dropdown
          4. Begin speaking to your agent

          <Frame caption="Call your agent directly from the browser">
            <img src="https://mintcdn.com/polyai/Q-CGDMOxOSX2tBiN/images/quickstart/op-voice-test.png?fit=max&auto=format&n=Q-CGDMOxOSX2tBiN&q=85&s=a11ce3f3cdc844c57ee8219fd744e79a" alt="Call agent side panel with environment set to Sandbox and a Start test call button" style={{ maxWidth: '720px', width: '100%', margin: '0 auto', display: 'block' }} width="2514" height="1152" data-path="images/quickstart/op-voice-test.png" />
          </Frame>
        </Tab>

        <Tab title="Webchat preview">
          Test with text-based chat directly from Agent Studio.

          1. Click **Test** in the top-right corner
          2. Choose **Webchat** under **Messaging** (or **Chat with agent** to debug a voice agent via text)

          The chat panel shows matched topics and tool calls alongside the conversation. Click the gear icon to toggle them.

          <Frame caption="Text-based chat preview with topic matching">
            <img src="https://mintcdn.com/polyai/Q-CGDMOxOSX2tBiN/images/quickstart/op-webchat-test.png?fit=max&auto=format&n=Q-CGDMOxOSX2tBiN&q=85&s=5f79104e3b1bff90dc883eefafd53ed4" alt="Test agent chat side panel showing matched topics and agent response" style={{ maxWidth: '720px', width: '100%', margin: '0 auto', display: 'block' }} width="1386" height="1622" data-path="images/quickstart/op-webchat-test.png" />
          </Frame>
        </Tab>
      </Tabs>

      Every test conversation lands in [Conversations](/analytics/conversations/introduction). Read the transcript, check what topics matched, and ask Studio Assistant to fix anything the agent got wrong.
    </Step>

    <Step title="Embed or share (~1 min)">
      Publish your agent and put it in front of users.

      <Tabs>
        <Tab title="Web Calling widget">
          Embed a click-to-call voice widget on any website. WebRTC end-to-end, no number to dial, no app to install.

          1. Go to **Widgets** in the sidebar
          2. Copy the embed snippet
          3. Paste it into your site's HTML

          See [Web Calling](/widgets/web-calling) for styling, behavior, and channel-mix options.
        </Tab>

        <Tab title="WebRTC share link">
          Share the agent without embedding by sending the WebRTC link from the in-browser call panel. Anyone with the link can talk to your agent in their browser.
        </Tab>
      </Tabs>

      Promote through environments when you're ready:

      1. Go to **Deployments** in the sidebar
      2. Click **Promote to Live** to make the current Sandbox build production-ready

      Some projects use a simplified pipeline that promotes directly from Sandbox to Live. You can roll back to any previous version. See the [deployment pipeline guide](/environments-and-versions/introduction) for details.
    </Step>
  </Steps>

  ## Next steps

  <CardGroup cols={2}>
    <Card title="Master Studio Assistant" icon="wand-magic-sparkles" href="/studio-assistant/prompting">
      Prompt patterns and the plan-review workflow.
    </Card>

    <Card title="Embed Web Calling" icon="phone" href="/widgets/web-calling">
      Voice widget setup, channel-mix matrix, and styling.
    </Card>

    <Card title="Build flows" icon="diagram-project" href="/flows/introduction">
      Multi-step workflows for bookings, forms, and structured tasks.
    </Card>

    <Card title="Build locally with the ADK" icon="terminal" href="/extend/adk">
      Pull your project as YAML and Python, edit anywhere, push back.
    </Card>
  </CardGroup>
</div>

<div className="full-only">
  Create an account, build an agent, add knowledge, test it, and deploy. Five steps.

  <Tip>
    **Project admin?** [Studio Assistant](/studio-assistant/introduction) (Beta, admin-only) is the fastest way to scaffold an agent — describe what you want and it generates flows, topics, entities, and settings on a branch you can review. The manual steps below still work for any role.
  </Tip>

  ## Prerequisites

  * A use case in mind (e.g., customer support, reservations, FAQ)

  <Steps>
    <Step title="Create your account (~1 min)">
      Go to the [sign-up page](https://studio.us.poly.ai/) and create your PolyAI account.

      <Tabs>
        <Tab title="Google SSO">
          1. Click **"Sign up with Google"**
          2. Select your Google account or enter your credentials
          3. Click **"Continue"** to authorize PolyAI

          <Frame caption="Sign in with Google SSO">
            <img src="https://mintcdn.com/polyai/Qu880HppNqT19Eyr/images/get-started/select-google-sso.png?fit=max&auto=format&n=Qu880HppNqT19Eyr&q=85&s=12c8c23317b36afd52bc7f715fb0a2c1" alt="Google SSO sign-up screen" style={{ maxWidth: '720px', width: '100%', margin: '0 auto', display: 'block' }} width="1030" height="892" data-path="images/get-started/select-google-sso.png" />
          </Frame>
        </Tab>

        <Tab title="Email and password">
          1. Enter your **first name**, **last name**, and **email address**
          2. Create a password (at least 12 characters, with 3 of 4 character types: lowercase, uppercase, numbers, special characters)
          3. Click **"Create account"** and verify your email

          <Frame caption="Create an account with email and password">
            <img src="https://mintcdn.com/polyai/Q-CGDMOxOSX2tBiN/images/get-started/enter-your-details.png?fit=max&auto=format&n=Q-CGDMOxOSX2tBiN&q=85&s=b5bc6af8af6fbd297f510ae637a8eb64" alt="Email and password sign-up form" style={{ maxWidth: '720px', width: '100%', margin: '0 auto', display: 'block' }} width="3012" height="1592" data-path="images/get-started/enter-your-details.png" />
          </Frame>
        </Tab>
      </Tabs>

      Once signed in, you'll land on the Agent Studio home page.
    </Step>

    <Step title="Create your agent (~2 min)">
      From the home page, click **+ Agent** to start the agent creation wizard. You can create a blank agent or import an existing configuration.

      Configure the basics:

      * **Agent name**, internal identifier for your project
      * **Response language**, primary language for responses (see [multilingual support](/behavior/language/multilingual) for additional languages)
      * **Voice**, select from available [text-to-speech (TTS)](https://en.wikipedia.org/wiki/Speech_synthesis) voices
      * **Welcome greeting**, first message users receive (can be customized later in [agent settings](/behavior/general/agent))

      Click **Next** to enter Agent Studio.

      <Frame caption="Agent creation wizard">
        <img src="https://mintcdn.com/polyai/ZVzKq3G72RK1ScpE/images/quickstart/create-agent.png?fit=max&auto=format&n=ZVzKq3G72RK1ScpE&q=85&s=95ab770296e691e26ce34ad1a0471d02" alt="Agent creation wizard with name, language, voice, and greeting fields" style={{ maxWidth: '720px', width: '100%', margin: '0 auto', display: 'block' }} width="2806" height="1468" data-path="images/quickstart/create-agent.png" />
      </Frame>

      You can also duplicate an existing agent by clicking the three-dot menu next to any agent on the home page.
    </Step>

    <Step title="Add knowledge (~5 min)">
      Navigate to **Knowledge > FAQs** in the sidebar.

      Click **Add topic** and provide:

      * **Topic name**, what this topic covers (e.g., "Store hours")
      * **Sample questions**, up to 20 ways users might ask (e.g., "When are you open?")
      * **Answer**, the response your agent should give

      Click **Save** to create the topic.

      <Frame caption="Add a knowledge base topic with sample questions and an answer">
        <img src="https://mintcdn.com/polyai/ZVzKq3G72RK1ScpE/images/quickstart/add-kb-item.png?fit=max&auto=format&n=ZVzKq3G72RK1ScpE&q=85&s=b4aff45b868a5f12b06cb7cfae9b1fc1" alt="Adding a knowledge base topic in Agent Studio" style={{ maxWidth: '720px', width: '100%', margin: '0 auto', display: 'block' }} width="2990" height="1360" data-path="images/quickstart/add-kb-item.png" />
      </Frame>

      Changes are saved as **Drafts**. Publish to **Sandbox** to test them. Learn more about [environments and versions](/environments-and-versions/introduction).

      **Optional:** Add more topics to expand your agent's capabilities. You can also:

      * Upload PDFs or URLs to auto-generate topics
      * Connect external knowledge sources like [Zendesk](/integrations/zendesk) or [Google Sheets](/integrations/google-sheets) using the [Connected tab](/knowledge/sources/introduction) in Knowledge
      * Add [actions](/knowledge/faqs/actions/introduction) to trigger handoffs, SMS, or other behaviors

      See the full [FAQs guide](/knowledge/faqs/introduction) for details on how [RAG](/knowledge/faqs/RAG/introduction) (retrieval-augmented generation) powers topic matching.
    </Step>

    <Step title="Test your agent (~2 min)">
      <Tabs>
        <Tab title="In-browser call">
          The fastest way to test, uses your device's microphone directly.

          1. Click the **phone icon** <Icon icon="phone" size={18} /> in the top-right corner
          2. Select **Sandbox** from the environment dropdown
          3. Begin speaking to your agent

          <Frame caption="Call your agent directly from the browser">
            <img src="https://mintcdn.com/polyai/Qu880HppNqT19Eyr/images/get-started/test-call.png?fit=max&auto=format&n=Qu880HppNqT19Eyr&q=85&s=dceca683cfe410834feffb93fcb0c4f8" alt="In-browser call test panel" style={{ maxWidth: '720px', width: '100%', margin: '0 auto', display: 'block' }} width="918" height="1192" data-path="images/get-started/test-call.png" />
          </Frame>
        </Tab>

        <Tab title="Webchat">
          Test with text-based chat, directly from Agent Studio.

          1. Go to the agent main page
          2. Click the **webchat icon** to open a text-based conversation

          The chat window shows tool calls and topic citations alongside the conversation. Click the Settings icon to toggle these.

          <Frame caption="Webchat test interface with topic matching">
            <img src="https://mintcdn.com/polyai/Qu880HppNqT19Eyr/images/get-started/webchat.png?fit=max&auto=format&n=Qu880HppNqT19Eyr&q=85&s=34625d59ae1881a2a27ebdaa1b8cdb57" alt="Webchat interface showing tool calls and topic citations" style={{ maxWidth: '720px', width: '100%', margin: '0 auto', display: 'block' }} width="1260" height="1800" data-path="images/get-started/webchat.png" />
          </Frame>

          See [webchat setup](/messaging-channel/introduction) for more details.
        </Tab>

        <Tab title="Phone">
          Test in a production-like environment by calling a connected number.

          1. Go to **Voice > Numbers** in the sidebar
          2. Click **"Add number"** to purchase a number or connect an existing one
          3. Call the number to speak with your agent

          See [Numbers](/voice-channel/numbers/introduction) for setup instructions.
        </Tab>
      </Tabs>

      **Testing tips:**

      * Use specific keywords to trigger your agent's topics
      * Test with different accents and speaking styles
      * For [multilingual agents](/behavior/language/multilingual), switch languages mid-conversation to test detection
      * Review conversations in the [Conversations dashboard](/analytics/conversations/introduction) after testing
    </Step>

    <Step title="Deploy to production (~1 min)">
      Promote your agent through the deployment pipeline:

      1. Go to **Deployments** in the sidebar
      2. Click **Promote to Pre-release** for user acceptance testing (if available in your project)
      3. Click **Promote to Live** to make your agent production-ready

      Each environment can have its own phone number and configuration.

      <Frame caption="Promote through environments to go live">
        <img src="https://mintcdn.com/polyai/5TqB0Il1JYn5J7QH/images/deployment/publish.png?fit=max&auto=format&n=5TqB0Il1JYn5J7QH&q=85&s=a14b7586e810487d51cf3f36d7ac6f57" alt="Deployment pipeline showing Sandbox to Live promotion" style={{ maxWidth: '720px', width: '100%', margin: '0 auto', display: 'block' }} width="2996" height="1194" data-path="images/deployment/publish.png" />
      </Frame>

      Some projects use a simplified pipeline that promotes directly from Sandbox to Live, skipping Pre-release. You can roll back to any previous version if issues arise, see the [deployment pipeline guide](/environments-and-versions/introduction) for details.
    </Step>
  </Steps>

  ## Next steps

  <CardGroup cols={2}>
    <div className="full-only">
      <Card title="Add advanced features" icon="code" href="/tools/introduction">
        Connect APIs and add dynamic behavior with Python functions
      </Card>

      <Card title="Build conversation flows" icon="diagram-project" href="/flows/introduction">
        Multi-step workflows for bookings, forms, and structured tasks
      </Card>
    </div>

    <Card title="Configure voice settings" icon="microphone" href="/voice-channel/introduction">
      TTS, voice selection, and audio settings
    </Card>

    <Card title="Monitor performance" icon="chart-line" href="/analytics/dashboards/introduction">
      Dashboards, conversation review, and metrics
    </Card>
  </CardGroup>

  ## How your agent works

  Each conversation turn follows a pipeline: **ASR** (speech to text) → **LLM** (knowledge retrieval and response generation) → **TTS** (text to speech). See [architecture](/glossary/architecture) for a detailed breakdown, or [processing order](/essentials/order) for the step-by-step flow.
</div>
