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In this section, you’ll set up a conversational agent tailored to your specific use case. We’ll walk you through creating your agent, configuring its persona, testing it with real calls, and refining its behavior based on results.

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What you’ll learn

In this section, you’ll complete the following steps to build your first agent:

Step 1: Create an Agent

Set up your agent in the telli platform and configure basic settings. Choose between using a pre-built template or uploading your own conversation script.

Step 2: Define Agent Persona

Select your agent’s personality, voice, and conversation style to match your use case. Configure voice speed, background noise, and greeting messages.

Step 3: Add Customer Context

Provide your agent with customer information to personalize conversations. Create contacts and add relevant details for your calls.

Step 4: Test Your Agent

Make test calls to ensure your agent behaves as expected. Review recordings and transcripts to refine the conversation flow.

Step 5: Optimize Conversation Flow

Structure how your agent handles different conversation scenarios. Define paths for various outcomes and edge cases.