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Estimated Time: 5 Minutes

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Choose your Setup Path

Agent Setup Options

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Option A: Use a Template

Ideal for: users who want a quick, guided setup and don’t need deep customization yet.
Step 1: Choose one of our real use case templates – Including: Inbound Receptionist, Lead Qualification, Appointment Scheduling & many more! Step 2: Set your language – Specify the language the agent should speak!

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Option B: Build From Script

Ideal for: teams with a unique scenario, content writers, or complex use cases.
Step 1: Draft your conversation flow – Outline greeting → clarifying questions → main tasks → handoffs → closing – Conversation flow Template Step 2: Upload your script to Agent Generation – The system will parse the flow and create intents, responses, and behaviors

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Final Steps

Step 3: Customize Agent Persona – Customize the agent by choosing voice, name & tone Step 4: Customize company variables – Label the Agent for your brand by setting company name, product lines and policies! Step 5: Create agent and test it directly via call Test Agent Call Step 6: Set your agent live or make additional adjustment on the agent page

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Core Best Practices for initial Agent Creation

  • Start simple - focus on the top 3–5 tasks the agent must perform
  • Focus - Prioritize one use-case before expanding into multiple agents
  • Natural Flow - Build the conversation flow based on real interactions
  • Define boundaries - what the agent should not answer or escalate
  • Iterate with real conversations - monitor logs and refine

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Additional Adjustments

  • Collect Call Information: Set up custom call outcomes to analyze calls and get the required information. Also use your outcomes to track your key performance indicators
  • Connect resources - Knowledge base, CRM
  • Add actions/ Integrations - Appointment booking, Call-transfer