Quickstart

Your dashboard — the home page

Once your account is created, you land on the Assistants page. This is your home base.From here you can:

• View all your assistants in a list
• Filter by type — Inbound, Outbound, or SMS AI Agent
• Create a new assistant using the button in the top right corner

Create an assistant

Click the Create Assistant button in the top right corner.You’ll be asked to give your assistant a name. For this example, we’ll call it Plumbing AI Agent Test.

Choose your agent type

Select the type of agent you want to create. For this guide, we’ll go with Inbound AI Agent.

Type	Description
Inbound ↙️	Receives incoming calls — customer service 24/7, appointment booking, lead qualification, FAQ & support
Outbound ↗️	Calls a contact list automatically — prospecting, database reactivation, reminders, marketing campaigns
SMS 💬	Text-based conversations — follow-ups, lead nurturing, after-call validation, async support

Start from a template or build from scratch

You can either start with a Blank Agent and build your script from scratch, or pick one of our prebuilt templates to get started instantly.For this guide, we’ll select the Plumbing Inbound Lead Qualification prebuilt script.

More templates are coming soon across a wide range of industries. Stay tuned!

Your Call Flow — where everything happens

Once you select a template, you land on the Call Flows tab. This is the heart of your AI agent.Since we chose a prebuilt script, the prompt box is already populated with a ready-to-use script — you can use it as-is to test, or customize it for your business.What you see here:

• Prompt box — This is where you tell your AI agent how to behave during the conversation. The script defines the agent’s personality, what questions to ask, how to handle objections, and what data to collect.
• Global settings — Additional configuration options available in the tabs on the right:
  • General — Basic agent settings
  • Voice — Choose your agent’s voice and provider
  • Call configuration — Call behavior and latency settings
  • LLM — Language model settings
  • Languages — Set the language(s) your agent speaks
  • Transcriber — Transcription settings

We’ll cover each Global Settings section in detail in a dedicated guide. For now, the goal is to get your agent live and tested as fast as possible — the prebuilt script is ready to go!

Want to learn how we personally write our prompts and how to make your AI agent behave exactly the way you want? We’ll show you our exact prompting method in a separate guide.

Test your AI agent live

Click the Test AI button. Your browser will ask for microphone access — allow it, and you’ll be connected live with your AI agent instantly.Talk to your agent just like a real caller would. You can hear the voice, test the script, and validate the full experience in real time. That’s it — you just created and tested your first AI agent! 🎉

This is the quickstart. You now know how to spin up and test an agent in minutes. The next guides will show you how to go deeper — adjusting latency for faster responses, changing the voice, and fine-tuning the overall experience to make your agent sound as realistic as possible.