Create Agent

Easily create a custom AI agent that can handle conversations, qualify leads, book appointments, and automate client workflows.

Create a New Agent

Step 1: Log in as Client Account

• Go to the “Agents” menu under Agent Hub.

• Click “AddAgent.”

• Tap the ⚙️gear icon to edit, clone, or delete agents

Step 2: Choose from Agent Library  

• Option 1: Use a predefined template from the library. (e.g., Book Appointment).

• Option 2: Start from a blank template to build your custom agent.

Agent Settings

Info

• Agent Name

• Timezone

• Select Voice & Language

Prompt

1. Design how your AI speaks and behaves:

• First Message: The greeting or intro message is played when a call connects

• Task Prompt: Core instruction to guide the AI on what to say or do

2. Using Variables 

• Use dynamic fields in the prompt using $

• Example: Hi $Lead_Name, I see you’re interested in $Service_Type.

3. Using Tools (Actions) 

• Trigger actions with simple commands in the prompt.

• Example: Use tool #Book_Calendar to schedule an appointment.

Settings

1. Speech Settings 

• Control how the AI agent speaks and interacts during calls. Adjust the responsiveness, tone, and naturalness of the conversation for a better caller experience.

  • Add the Inactivity Reminder Messages - Messages to play when the user is inactive for a specified duration.

2. Call Settings 

• Configure call behavior, including max call duration, max ring duration. These settings help tailor the overall call flow.

• Set the LLM model and temperature to control the AI’s creativity and consistency during conversations.

Actions

• Transfer Call – Redirect to another number or a human

• End Call – Terminate conversation with a polite message

• Book Calendar – Check availability and schedule appointments

• Custom Action – Fetch or send data via APIs (Make, N8N, Zapier)

• Send Email – Send conversation summary to inbox

• Send SMS – Notify client or lead via text

• Extract Info – Capture lead details (e.g., name, phone, intent)

• Send to Server (Webhook) – Push call data to CRMs, Sheets, or other tools 

Deploy the Agent

Once the agent is configured, connect it to inbound/outbound channels:

1. Assign Outbound Phone Numbers

• Used to place outbound calls

• Go to Deploy Tab → Outbound Numbers → Select a number

2. Assign Inbound Phone Numbers

• Used to handle incoming calls

• Go to Deploy Tab → Inbound Numbers → Select a number

3. Assign Web Widgets

• Used for web-based voice conversations (e.g., website live chat)

• Go to Deploy Tab → Web Widgets → Connect widget