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An agent defines how your product sounds on a call: the role it plays, the knowledge it uses, and the models that power speech and reasoning.

Create from scratch

Choose this when you want full control over the prompt and settings.
  1. Go to Manage Agents → Create Agent → Create from Scratch.
  2. Enter a name and short description.
  3. Click Create.
Create agent from scratch

Create from a template

Choose this when you want a pre-written system prompt as a starting point.
  1. Go to Manage Agents → Create Agent.
  2. Select a template and click Proceed.
  3. Name the agent, link a knowledge base, and click Create.
Create agent from template

Write the system prompt

The system prompt sets role, goals, and tone. Strong prompts usually include:
  • A clear objective (what the agent should accomplish on each call)
  • Context about the audience and business
  • Expected tone and formality
  • One or two example exchanges when helpful

Configure messages and models

On the agent setup screen:

Customize agent details

Open the Customize tab to set language, region, time zone, and how the agent should describe itself to callers. Next: Testing Your Agent