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Create your first agent

Create an agent in two minutes, either from scratch or from a ready-made template, and know what to set next.

What you will achieve

You will have a named agent with a language and a call direction, ready for you to give it instructions.

Prerequisites

  • A signed-in account with the owner or admin role. Members can test agents but not create them.
  • On the Free plan, you can create one agent.

Step-by-step setup

  1. Open Voice agents in the sidebar.
  2. Choose Create Agent. (On an empty page the button reads Create your first agent.)
  3. In Create an agent, pick the Direction:
    • Inbound: answers calls to a phone number you assign it.
    • Outbound: places calls to numbers you give it.
    • Inbound / Outbound: does both.
  4. Type a Name, for example Support line. It is for you; callers do not hear it.
  5. Pick the Language the agent speaks with callers. Choosing a language other than English also sets up a hearing option, voice and opening line for it.
  6. Choose Continue. The agent's own page opens.

Start from a template instead

Choose Template on the Agents page to start from a ready-made agent with instructions already written. See Agent templates.

Configuration details

You can change every choice above later. Direction matters for what the agent can do: an inbound agent can have a phone number, and only agents set to Outbound or Inbound / Outbound can place calls.

On the agent's page, three summary cards (Model, Voice, Hearing) and a Cost card show the current choices and the estimated price per minute. Click a card to change it. Below them are Language and timezone, Opening line and System prompt.

Testing

Choose Talk at the top right to speak with the new agent in your browser. See Test your agent.

Expected result

The agent appears in the Agents list with its direction and language. A new agent starts with the default opening line "Hello! How can I help you today?" and a general-purpose system prompt.

Troubleshooting

  • The Create Agent button is greyed out. Your role is member. Ask an owner or admin.
  • "The Free plan allows 1 agent." Buy a plan on Plans & Billing to create more. See Plans and billing.

Something here does not match what you see in the dashboard? Let us know.