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An agent is the AI persona that talks to your callers. Creating one takes a few minutes — you set the basics here, then refine each part on its own page afterward.
1

Open the agents page

From the dashboard, go to /agents and click Create agent (or open /agents/create).
You’ll see a single page with four sections: Overview, Scripts, Personality, and Voice.
2

Fill in the overview

Under Overview, set:
  • Name (required) — what the agent is called
  • Languages (required) — up to three languages the agent can speak
  • Timezone (required) — used for scheduling and call windows
  • Status — Active, Inactive, or Archived
Leave the avatar empty and an AI avatar is generated automatically. You can upload your own later.
3

Write a greeting

Under Scripts, enter a Greeting (required) — the opening line the agent speaks. Click the generate button (the sparkles icon) to draft one for you based on the name and language.
4

Set personality and pick a voice

Under Personality, choose Tones and optionally write a personality description (the generate button can draft this).Under Voice, browse the female/male voice lists and click the play button to preview. Click a voice to select it (required).
5

Create the agent

When the status bar shows All required fields are set, click Create agent. You’re taken to the agent’s detail page where you can refine everything.
The new agent appears in your /agents list and in the sidebar.

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What’s next

After creating an agent, fine-tune it on its dedicated tabs:

Personality & voice

Adjust tone and switch voices.

Scripts

Refine the greeting and conversation flow.

Questions & data

Decide what the agent asks and captures.

Appointments

Let callers book time on your calendar.

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Troubleshooting

All required fields must be set: name, at least one language, timezone, a greeting, and a selected voice. The status bar at the bottom tells you what’s missing.
Your plan caps how many agents you can create. Upgrade your plan, or archive an agent you no longer use, then try again.
Set the agent’s languages first — personality and script generation need a language to work from.