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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.

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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.

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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.
Full walkthrough: Create your first agent.

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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.

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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.

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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.