This guide walks you through the fastest path to a working AI agent: create it, give it a voice, and place your first call. Each step links to a deeper guide if you want more detail.
Before you start
You’ll need a 8call account and access to an organization (you’re an owner or admin). If you were invited as a member, ask an admin for access — see Invite and manage members.Step 1: Create an agent
1
Open the agents page
Go to
/agents and click Create agent.2
Set the essentials
Give it a name, choose languages and a timezone, write a greeting, and pick a voice. When the status bar reads All required fields are set, click Create agent.
Your agent appears in the sidebar and on the
/agents list.Step 2: Make it yours
Personality & voice
Set the tone and pick how your agent sounds.
Questions & data
Decide what the agent asks and captures.
Knowledge base
Give your agent accurate answers about your business.
Appointments
Let callers book time on your calendar.
Step 3: Put your agent to work
1
Add it to your website
Customize the website widget and paste the embed snippet into your site so visitors can call your agent.
2
Or place an outbound call
Prefer to reach out first? Schedule an outbound call and the agent will dial automatically.
Step 4: Review the results
After a call, open/calls to listen to the recording, read the transcript and summary, and see any data your agent captured. See Review your calls.
Need help? Reach out at michael@8call.co.