Create an agent

An agent is one receptionist: its voice, what it knows, what it asks, and how each call goes. Many businesses need only one. Create more if different lines need different behavior, like a main line and an after-hours line.

#Create an agent

1. Open Agents and click New agent.
2. Pick a starting point:
   • Front desk answers questions and takes messages.
   • After hours covers the phone while you're closed.
   • Emergency triage sorts urgent calls from routine ones.
   • Describe your own: say what it should do, and AI drafts it.
3. Enter a Name. This is the name callers hear, as in "Thanks for calling, this is Ava."
4. Click Create agent.

The agent opens on its Agent tab. Nothing is live yet: callers only reach an agent once it's published and has a phone number or chat widget.

#The three tabs

• Agent: the prompt, greetings, voice, the details it collects, and a test panel. Start here.
• Workflow: the steps each call follows, like answering questions, taking a message or transferring. See Workflows.
• Knowledge: the knowledge bases and call scripts it uses. See Teach your agent about your business.

#Rename or delete an agent

Click the agent's name at the top of its page to rename it. To delete it, open the ⋯ menu next to Save & publish. Past calls keep their transcripts. Phone numbers and chat widgets it answered need another agent.

#Next

• Write the prompt and greetings
• Choose a voice
• Test your agent