> ## 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.

<AgentInstructions>

## Submitting Feedback

If you encounter incorrect, outdated, or confusing documentation on this page, submit feedback:

POST https://docs.poly.ai/feedback

```json
{
  "path": "/get-started/quickstart",
  "feedback": "Description of the issue"
}
```

Only submit feedback when you have something specific and actionable to report.

</AgentInstructions>

# Quickstart

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

Create an account, build an agent, add knowledge, test it, and deploy – in five steps.

## 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

                   <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" width="1030" height="892" data-path="images/get-started/select-google-sso.png" />
      </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

                   <img src="https://mintcdn.com/polyai/Qu880HppNqT19Eyr/images/get-started/enter-your-details.png?fit=max&auto=format&n=Qu880HppNqT19Eyr&q=85&s=b6015ec7e2b9446e70ad9e63fcab951c" alt="enter-your-details" width="1030" height="892" data-path="images/get-started/enter-your-details.png" />
      </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](/agent-settings/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](/agent-settings/agent))

    Click **Next** to enter Agent Studio.

    <img src="https://mintcdn.com/polyai/ZVzKq3G72RK1ScpE/images/quickstart/create-agent.png?fit=max&auto=format&n=ZVzKq3G72RK1ScpE&q=85&s=95ab770296e691e26ce34ad1a0471d02" alt="create-agent" width="2806" height="1468" data-path="images/quickstart/create-agent.png" />

    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 **Build > Knowledge > Managed Topics** 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.

    <img src="https://mintcdn.com/polyai/ZVzKq3G72RK1ScpE/images/quickstart/add-kb-item.png?fit=max&auto=format&n=ZVzKq3G72RK1ScpE&q=85&s=b4aff45b868a5f12b06cb7cfae9b1fc1" alt="add-kb-item" width="2990" height="1360" data-path="images/quickstart/add-kb-item.png" />

    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](/connected-knowledge/introduction) in Knowledge
    * Add [actions](/managed-topics/how-to-setup-action/introduction) to trigger handoffs, SMS, or other behaviors

    See the full [Managed Topics guide](/managed-topics/introduction) for details on how [RAG](/managed-topics/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

                   <img src="https://mintcdn.com/polyai/Qu880HppNqT19Eyr/images/get-started/test-call.png?fit=max&auto=format&n=Qu880HppNqT19Eyr&q=85&s=dceca683cfe410834feffb93fcb0c4f8" alt="test-call" width="918" height="1192" data-path="images/get-started/test-call.png" />
      </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.

        <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" width="1260" height="1800" data-path="images/get-started/webchat.png" />

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

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

        1. Go to **Configure > 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](/telephony/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](/agent-settings/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 > Environments** 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.

    <img src="https://mintcdn.com/polyai/5TqB0Il1JYn5J7QH/images/deployment/publish.png?fit=max&auto=format&n=5TqB0Il1JYn5J7QH&q=85&s=a14b7586e810487d51cf3f36d7ac6f57" alt="active-publish" width="2996" height="1194" data-path="images/deployment/publish.png" />

    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/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.
