Create your First AI Voice Agent
Build intelligent voice agents that can handle customer calls and perform tasks automatically
Creating Your First Agent
Creating your first AI Voice Agent is very easy:
- Navigate to Agents in your dashboard.
- Click "Create Agent".
- Either click "Blank Agent" for a non-customized agent or choose from one of our Agent Templates.
- You will then be redirected to the Agent Configuration page.
To create more agents, you follow the same process.
Agent Templates
We have segmented the templates according to the industry:
Retail
Customer Support
Handle common support queries, troubleshooting, and ticket creation.
Product Availability Inquiry
Check stock levels, provide product details, and notify customers about availability.
Exchange and Return Requests
Process return requests, initiate exchanges, and guide customers through the process.
Food & Beverage
Customer Support
Handle common support queries, troubleshooting, and ticket creation.
Order Taking
Take food orders, customize items, and confirm order details with customers.
Reservation Management
Book tables, manage reservations, and handle cancellations or modifications.
Health & Fitness
Receptionist
Greet callers, answer general inquiries, and direct calls to the right department.
Fitness Coach
Provide workout tips, answer fitness questions, and schedule training sessions.
Supplements Inquiery
Answer questions about supplements, provide product recommendations, and check availability.
Healthcare
Customer Support
Handle patient inquiries, insurance questions, and general healthcare support.
Appointment Booking
Schedule medical appointments, send reminders, and manage cancellations.
Telehealth Support
Assist with virtual visit setup, technical issues, and pre-appointment preparation.
Technology
Tech Support
Troubleshoot technical issues, guide users through solutions, and escalate complex problems.
Customer Support
Handle account inquiries, billing questions, and general product support.
Lead Qualification
Qualify leads, gather requirements, and schedule sales demos.
Telecom
Tech Support
Troubleshoot network issues, connectivity problems, and device configurations.
Customer Support
Handle billing inquiries, plan changes, and account management requests.
Lead Qualification
Qualify prospects for new plans, upgrades, and service bundles.
Real Estate
Property and Market Inquiry
Answer questions about listings, pricing, neighborhoods, and market trends.
Lead Qualification
Qualify buyers and sellers, gather requirements, and assess property interests.
Appointment Booking
Schedule property viewings, open houses, and agent consultations.
Education
Campus Information
Provide details about facilities, programs, events, and campus life.
Admission Inquiry
Answer admission questions, explain requirements, and guide applicants through the process.
Career Guidance
Provide career advice, job placement assistance, and counseling appointments.
Hospitality
Reservation Management
Book rooms, manage check-in/check-out, and handle reservation modifications.
Concierge Services
Assist guests with local recommendations, dining reservations, and special requests.
Travel Recommendation
Suggest destinations, activities, and itineraries based on guest preferences.
Blank vs Business Agents
When you click Create Agent, you first choose the type:
- Blank Agent — a clean agent you configure from scratch. You go straight to naming it.
- Business Agent — a template-based agent. You pick an industry (Retail, Food & Beverage, Health & Fitness, Healthcare, Technology, Telecom, Real Estate, Education, Hospitality, or Other) and a use case for that industry, and the agent starts pre-filled for that scenario.
Either way, you finish by giving the agent a name (up to 50 characters) and are taken to its configuration.
Agent Tabs
Once an agent is open, its settings are organized into tabs:
- Configure — general settings, voice, and advanced options. See Configure Agent.
- Prompt — description, greeting, instructions, and closing message.
- Tools — built-in and workspace tools. See Add Tools.
- Workflow — a visual conversation flow builder. See Agent Workflow.
- Calls — the call history for this specific agent.
Managing Your Agents
The Agents page lists every agent in your workspace. Each row shows the agent Name, its assigned Phone Number (or a dash if none), and when it was Last Updated.
- Use the search box to find an agent by name.
- Delete a single agent from its row menu, or select several with the checkboxes and delete them together.
- Creating agents is disabled when you reach your plan's agent limit or run out of minutes — upgrade or add minutes to continue.
Sharing Your Agent
Open an agent and click Share Agent to create a public link that lets anyone talk to the agent in their browser — no sign-in required. Only the voice experience is shared; your configuration, prompts, and keys are never exposed.
- Turn Share Link on to make the link live, or off to take it offline.
- Set an Expiration: Never, 1 day, 7 days, 30 days, or 90 days.
- Use Copy to grab the link, or Regenerate to mint a new one — regenerating immediately invalidates the previous link.
Next Steps
With your agent created and deployed, you're ready to:
- Set up external integrations
- Configure advanced features and workflows
- Train your team on agent management
- Start collecting and analyzing performance data