Quick start: your first agent in minutes

This guide takes you from a fresh account to a working AI receptionist answering a real call. Set aside about ten minutes.

1. Create an agent

1. In the sidebar, open Agents and click New agent.
2. Give it a name (e.g. "Front desk"), pick a voice and language, and write a short greeting.
3. Add a system prompt describing how it should behave — or let the AI prompt builder write one for you from a few details. Prefer not to start from scratch? Pick a template.
4. Click Save.

Full detail: Creating an agent.

2. Add your knowledge

Your agent answers questions from information you provide.

1. Open Knowledge and add your hours, services, pricing, location, and policies — as text, a web page, or an uploaded document.
2. Make sure the agent's knowledge option is enabled so it can search what you added.

Full detail: Knowledge base.

3. Get a phone number

Your agent can't take real calls until it has a number.

1. Open Phone numbers. (First time, you'll verify your own phone — see Phone verification.)
2. Search for and buy a number, or forward your existing line.
3. Assign the number to your agent.

Full detail: Phone numbers.

4. Test it

You don't have to wait for a real caller.

• Browser test: open your agent and start a test call to talk to it right in your browser.
• Phone test: call the number you assigned and have a real conversation.

Then open Calls to see the recording, transcript, and summary of what just happened.

Full detail: Testing your agent.

5. Go live

That's it — your agent is answering. From here you can:

• Connect a calendar so it books appointments.
• Set up outbound calls for reminders and follow-ups.
• Review analytics as calls come in.
• Choose a plan when your trial is ready to convert.

Next step

Dive deeper into creating and configuring agents.