Quickstart

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Create your first agent

Learn how to create and deploy your first AI phone agent in just a few steps.

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Initial Setup

From your dashboard:

1. Click “Create New Agent”
2. Give your agent a name
3. Give your agent some initial instructions
4. Click “Create Agent”

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Configure Your Agent

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Set up agent behavior

Configure how your agent thinks and responds:

1. Define your agent’s personality and tone
2. Add your business’s key information
3. Set up specific instructions for handling common scenarios
4. Configure business hours and availability

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Connect a phone number

Get your agent ready to take calls:

1. We’ll provide you with a testing number to start
2. You can also connect your own phone number to your agent

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Test and Go Live

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Test your agent

Before going live:

1. Call your number and try out different conversation scenarios
2. Review call recordings and transcripts
3. Adjust agent settings as needed

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Launch your agent

Ready to go live?

1. Review and finalize your agent’s configuration
2. Set up a production phone number
3. Monitor your first few calls
4. Configure any needed adjustments

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Next Steps