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Agents
Create and manage AI receptionists, prompts, voice settings, behavior, and connected numbers.
What this page is for
Use when you need to create or tune the AI agent.
How to set it up
- 1Create an agent from template or manually.
- 2Write clear instructions for greeting, booking, escalation, and closing.
- 3Connect a phone number.
- 4Run readiness checks before live calls.
Demo workflow
Agent setup demo
A dental clinic wants an AI receptionist that greets callers, answers service questions, and books appointments.
1
Create
Open Agents, create an agent, and choose a template or write custom instructions.
2
Configure
Add greeting, booking rules, human handoff rules, voice settings, and connected number.
3
Validate
Use Agent Readiness and Test Lab before sending live callers to the agent.
The agent is ready when prompt, hours, number, knowledge, tests, and handoff checks pass.