​

Step 1: Access the Dashboard

​

Start from the Dashboard

The Dashboard is your central control center, providing an overview of your system’s activity. Here you’ll find everything needed to create and manage your AI Agents.

​

Navigate to Agents Section

1. Find the Agents section in the left-hand menu
2. Click to access the Agent management area

​

Create New Agent

Click the green “Create New Agent” button to begin the creation process. You’ll be prompted to choose between creating a Simple AI Agent or an Agentic AI Agent.

​

Step 2: Choose Your Starting Point

You have two options to begin creating your AI Agent:

​

1. Use a Template

• Pre-built AI Agents for common use cases
• Quick setup for standard scenarios like:
  • Appointment booking
  • Customer support
  • Complaint resolution
  • Lead generation

​

2. Start from Blank

• Build a fully custom AI Agent
• Complete control over all settings
• Perfect for unique use cases

​

Step 3: Configure Agent Prompt

​

Set Behavior and Personality

Define how your AI Agent will interact with users through the behavior prompt. The configuration options will vary depending on whether you’re creating a Simple or Agentic AI Agent.

​

Example Behavior Prompts:

For Simple AI Agent:

You are a professional and friendly AI Agent for [Company Name]. 
Your role is to provide helpful, accurate information while maintaining a warm and supportive tone.
Always prioritize customer satisfaction and clear communication.

​

Create Welcome Message

Set up the first message users will hear when interacting with your AI Agent.

​

Example Welcome Messages:

For Simple AI Agent:

"Hi! I'm [Name], your AI Agent at [Company Name]. How can I assist you today?"

​

Step 4: Test Your Agent

• On right panel click Test Call and then click “Connect**

• You conversation will start showing live in the web test call.