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Create Your First AI Agent

AI agents engage visitors on your website and handle phone calls, capturing leads and booking appointments 24/7.
1

Navigate to Agents

Go to Agents in the main navigation sidebar.
2

Create Your Agent

In the Agent Library tab, click New Agent and choose:
  • Sales Assistant Template (recommended for most users)
  • Custom Agent (for advanced configuration)
3

Configure Your Agent

In Agent Settings, configure your agent:
  • Name and title: How the agent introduces itself
  • Behavior: Communication style and personality
  • Goals: What your agent should achieve (lead qualification, booking, etc.)
  • FAQ: Add knowledge about your business
4

Test Your Agent

Use the preview panel to test conversations:
  • Ask questions about your services
  • Test booking flows
  • Verify responses match your goals
5

Deploy to a Channel

Go to the Deployed Agents tab and choose a channel:
  • Web Chat: For website visitors
  • Voice: For phone calls

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Deploy to Web Chat

1

Open Deployed Agents Tab

In Agents, switch to the Deployed Agents tab.
2

Select Web Chat

Click the Web Chat channel tab.
3

Add Deployment

Click Add Web Chat deployment, select your agent, and configure:
  • Deployment name (e.g., “Website Homepage”)
  • SMS notifications number (optional)
4

Get Embed Code

Click the code icon to get JavaScript snippet or hosted link for your website.

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Deploy to Voice (Phone)

1

Purchase a Phone Number

Go to the Phone tab and click + New Phone Number:
  • Choose country (US or Canada)
  • Enter area code (optional)
  • Search and select a number
  • Purchase the number
2

Create Voice Deployment

Switch to Deployed Agents tab, select Voice channel, and click Add Voice deployment:
  • Select your agent
  • Choose the phone number
  • Configure SMS notifications (optional)
3

Test Your Voice Agent

Call the phone number to verify your agent answers correctly.

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Next Steps

AI Agent Overview

Learn about AI chat agents and their capabilities.

Creating Agents

Deep dive into agent configuration and settings.

Goals & Objectives

Configure what your agent should achieve.

Website Deployment

Add the chat widget to your website.

Voice Agent

Complete guide to phone-based voice agents.

Conversations

View and manage agent conversations.