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Getting started

This is the shortest path from a new account to an AI agent answering real calls. Each step links to the full detail.

1. Sign in

Log in to the dashboard with your email and password, or with your connected identity provider. Your login belongs to an operator — your business workspace — where all your clients, agents, and calls live.

2. Add a client

A client is an end-customer whose calls an agent will answer. From Clients → New client, give it a name, industry, and contact details. See Clients.

3. Build an agent

Open the client's Agents tab and create an agent. In a few minutes you can:

  1. Pick a persona and voice.
  2. Write a greeting and a short knowledge base.
  3. Add the intake questions you want from every caller.
  4. Choose a conversation design and, if needed, call-forwarding rules.

4. Test it from your browser

Use Test call on the agent page to talk to the agent without touching the phone network. Test calls aren't billed to the client and are marked as test. Iterate on the persona, questions, and forwarding until it sounds right.

5. Go live

  • For phone calls: attach a phone number to the agent. Inbound calls to that number are now answered by the agent.
  • For web calls: create an embed and drop its snippet onto your website so visitors can talk to the agent from a button.

6. Review what happened

Every conversation is captured. Open Calls to read transcripts, play recordings, and see the post-call summary, sentiment, and extracted answers.

Do it on a test client first

Spin up a throwaway client and agent to learn the flow before configuring a real one — nothing here is destructive, and test calls are free.

  • Testing your agent — Talk to an agent from your browser before going live — what test calls do, the modes available, and what to check.
  • Call forwarding & transfers — Set the conditions under which an agent hands a call to a human, and understand exactly how the transfer behaves.
  • Agents — What an agent is and the three things you configure — who it is, how it converses, and when it transfers.
  • Clients — Create and manage the end-customers whose calls your agents handle.
  • Phone numbers — Attach a phone number to an agent so inbound calls are answered automatically.