Create your first agent
Go from an empty workspace to an agent that answers a real call.
A new agent needs three things before it can take a call: a role, something to ground its answers in, and a number to answer on.
Steps
- Open Agents and select Create agent.
- Give the agent a name and describe its role in one or two sentences.
- Attach a knowledge source — upload documents or point it at your help center.
- Pick a voice and language, then save.
- Open the Test panel and place an in-platform call to hear it.
- When you're happy, assign a phone number from Phone numbers and publish.
Good to know
- Publishing is instant; existing calls in progress finish on the previous version.
- You can clone an agent to try changes without touching the live one.
