Agents

Create an agent

You can create an outbound, inbound, or widget agent.

To create a new agent, you have three options:

  1. Start from scratch. This option allows the most customization, and works best if you want to configure your agent yourself.
  2. Quick agent setup. This option allows you to choose a templated agent, and works best if you want most of the configuration done for you. Note that you can edit the agent once it’s set up.
  3. Browse our templates. This option allows you to browse from a selection of templates, and works best if you want a specific configuration that already exists.

Create an agent

Go to the Agents tab on the left-hand sidebar and select your preferred option (from scratch, quick setup, from a template).

Start from scratch

1On the agent creation page, click Start from scratch.
2Choose your agent type (outbound, inbound, widget).
3Customise your new agent in the Configuration tab. If it’s an outbound agent, you’ll need to assign a phone number before you deploy it.

Quick agent setup

Quick setup is currently only available for inbound receptionists.
1

On the agent creation page, click Quick agent setup.

2

Click Inbound receptionist.

3

Customize your agent starting from General Settings:

  • Add the URL of your company’s website.
  • Click Scrape Website to automatically extract information from your website (optional).
  • Edit your custom greeting.
  • Choose a male or female voice, then click Next.
4

If you’ve previously added a phone number, you can select it here. Select a phone number from the dropdown menu, then click Next.

5

If you’ve previously added actions, you can install them here.

6

Connect your CRM to import your contacts.

7

Click Finish.

Use a template

Step-by-step: Browse our templates

  1. Click Browse our Templates.

  1. Select a template. You can:

a. Choose between Outbound and Inbound: Types of agents.

Filter by:

b. Industry,

c.Price, or

d.Installs.

ℹ️ Click the dropdown arrows to see more filter options.

e. Search for a template by keyword.

f. Click Reset to clear all applied filters.

  1. Click the speaker icon to preview a template.

  1. Click on a template to view its details:

a. Industry, language, type, and voice,

b. A brief description, and

c. Any actions included.

d. Click + Create agent to add.

  1. Continue to configure your new agent.