Set Up
Nine steps. Steps 1–3 decide the quality; the rest is craft.
| Step | What | Page |
|---|---|---|
| 1 | Define your goal and call reasons | Define Your Goal & Call Reasons |
| 2 | Decide where each piece of information belongs | Where Information Belongs |
| 3 | Write the prompt | Writing the Prompt |
| 4 | Define pronunciation for numbers, prices, phone numbers, emails | Pronunciation |
| 5 | Define properties | Properties |
| 6 | Fill the Knowledge Base | Knowledge Base |
| 7 | Set up transfer to a human | Transfer to a Human |
| 8 | Set up follow-up | Follow-up (Integration Tab) |
| 9 | Deploy and test | Deploying, Test |
The fastest route to a first working agent
If you just want to try something out:
- Inbound Workflows → Create.
- Configuration: name, description, primary language, timezone, voice.
- Builder: write the prompt — or start from a template via Prompt Library, or describe in a sentence what the agent should do via Generate with AI.
- Properties: click Add example fields (
callerName,phoneNumber,email,reservationId) or add your own. - Integration: an Email action that sends you a summary after every call.
- Deploy to Phone or Deploy to Web.
- Call Now — test call.
See Build Your First Workflow for this same path spelled out step by step.
Important: that is a prototype, not a production-ready agent.
For a production-ready agent, work through the full path above — especially Writing the Prompt, Pronunciation, and Test.