Quickstart: your first voice agent

Create your account

Request a demo. Once your access is approved, we email you a link to create your free account.

• Request a demo and tell us about your business.
• Once we approve it, open the sign-up link we email you.
• Enter your email and create a password.
• Confirm your email.
• Finish the wizard that sets up your workspace.

Create your first agent

• In the dashboard, open All agents in the sidebar.
• Click Create agent, pick a template such as Customer support (or Start from scratch) and click Continue.
• Give it a name and write its instructions: what it does, how it speaks and what to do when it doesn't know something.

You are the receptionist of Sonrisa Dental Clinic.
Answer in one or two sentences, warmly and without jargon.
If someone wants an appointment, ask for their name, the reason and the day they prefer.
If you don't know something, say so and offer a callback from the team.

• On Review and create, click Create agent.

Connect a phone number

• Open Channels, click Connect Channel and choose Voice.
• Choose a number and link the agent you just created.
• If you want, choose its voice.

Make a test call

• On the channel's page, open Test call.
• Add your phone as a test number (you get a 6-digit code by text message to verify it), click Start Test Call and answer it.