Quick start: your first agent

In about 10 minutes you will create a voice agent that books appointments, try it in your browser, publish it and connect a phone number to it.

You need:

• A workspace role of Builder or higher to create, test and publish the agent, and Admin or higher to connect a phone number. See who can do what.
• A phone number in your workspace. No number yet? You can still do steps 1 to 3, then request a number.

Prefer to click through first?

Use Next on the demos below to see each screen before you do it yourself. The screens come from the real app.

1. Create the agent

1. In the sidebar, open Agents, then click New agent.

2. Choose Start from a template.

3. Pick Appointment booking. It asks the caller for their name, a date and time, and optionally an email, then reads the details back before it saves them.

4. Enter a name, for example Sunrise Clinic front desk, and click Create and open.

Create the agent1 / 5

1. 

   1On the Agents page, click New agent.

← Back

Next →

Creating an agent from a template.

The agent builder opens. Each section on the left is one part of the agent: its basic info, the prompt, the data it collects, its voice and more. Your changes save on their own.

2. Try it

The template already has instructions, a greeting and the details to collect, so you can try it right away.

1. Open Prompt to see what the template wrote: the Instructions, the Greeting and the Closing line. Change anything you like.

2. In the Test panel on the right, open Chat and click Start chat. The agent greets you.

3. Type as the caller, for example Hi, I’d like to book a check-up for tomorrow morning, and send it. The agent answers as it would on a call.

Try it in the test chat1 / 4

1. 

   1Prompt holds the instructions, the greeting and the closing line. The template filled them in.

← Back

Next →

Chatting with the draft in the Test panel.

Hear it too

To talk to the agent out loud, open Talk in the same panel, click Start test call and allow your browser to use the microphone. Tests always use the current draft, so you can change something and try again straight away.

3. Publish

Real calls never use the draft. They use a published version.

1. Click Publish at the top right.

2. Add a release note if you like, for example First version, from the template, then click Publish.

Publish version 11 / 3

1. 

   1When you're happy with it, click Publish.

← Back

Next →

Publishing version 1.

The header now shows Published v1 · not live until a number is connected. A version is frozen: you can keep editing the draft, and publish again to make version 2. Calls that are already running keep the version they started with.

Version 1 goes on both the test line and the live line, so a number has something to run. Later versions go on the test line first; when you’re happy, click Put v2 live (or the version you published) at the top. Read more in Drafts and versions.

4. Connect a phone number

1. In the sidebar, open Numbers.

2. Open the ⋯ menu of a number and choose Change agent.

3. Under Agent, choose your agent. Under Which line, choose Test line. Click Save.

4. Call the number from your phone. Your agent answers.

5. When you’re happy with it, change the line to Live line, so real callers reach the agent.

Point a number at the agent1 / 4

1. 

   1Go to Numbers. Open the actions menu of a number.

← Back

Next →

Pointing a number at the new agent.

One agent per number

A number answers for one agent at a time. When you point a number at your new agent, the agent that answered it before stops getting its calls.

The test line is for trying the agent yourself. The live line takes real callers. Calls to the number use the version on that line, from the next call. Draft changes never reach a number until you publish them.

Hear a test call

This is an agent made from the same Appointment booking template, in a test call with a simulated caller (an AI playing a patient). The agent asks for the details, reads them back, and books only after the caller says yes.

Sunrise Clinic front desk books a check-upEnglish · simulated caller · 1 min 21 s

Transcript

Agent

Hi, thanks for calling! I can book an appointment for you. May I have your name?

Caller

Hello. Yes. My name is Rahul Mehta. I'd like to book a dental checkup appointment.

Agent

Got it. When would you like to come in for your appointment?

Caller

I want to book for this Friday at eleven in the morning. Is that available?

Agent

I've noted your preference for this Friday at eleven in the morning. May I confirm the date as October thirtieth at eleven a.m.?

Caller

Yes. That's correct. This Friday at eleven AM.

Agent

Would you like to give me your email for a confirmation, or shall we skip it?

Caller

I'll skip the email. Thank you.

Agent

So, Rahul Mehta, your appointment is for this Friday, October thirtieth, at eleven a.m. Is that all correct?

Caller

Yes. Everything is correct.

Agent

Your appointment is booked with ID APT-5AAE6E. If you need anything else, just let me know!

You’re done

Your agent answers calls on a number. Next, make it yours:

Write better instructionsMake the agent sound natural on the phone.

Answer questions from your documentsAdd a knowledge base.

Test with simulated callersCatch mistakes before real callers do.

Review callsRecordings, transcripts and what the agent collected.