Create a New Agent
Click Agents in the left sidebar to enter the Agent management page, then click + New Agent in the top right corner. Fill in the following details in the pop-up window:
- Enter a name for your Agent in the Agent Name field (required), e.g. “Sales Assistant”.
- Enter your company name in the Company Name field (optional).
- Describe your company’s services, target customers, and value proposition in Company Description (optional). The system will use this to automatically generate an optimized conversation script.
- Click Create Agent. The system will complete the setup automatically — this may take a moment.
Tip: Filling in your company details allows the system to auto-generate a complete prompt for your agent, saving you significant setup time.
Configure Your Prompt
Once your Agent is created, go to Agent Settings and complete the following under the Prompt tab:
- Write your AI’s opening line in First Message — this is what the agent will say when the call connects.
- Write the detailed behavior instructions for your AI in System Prompt, defining its role, goals, and conversation style.
- To test with sample data, click Configure Template Variables and fill in default values such as contact name, company, and job title.
- Click Save Settings when done.
Prompt Writing Tip: Keep instructions concise — the simpler the prompt, the more natural the AI will sound. Avoid scripting every response word-for-word. If using variables, make sure to follow the exact format shown in the tooltip, e.g. {{name}}, {{company_name}}. Incorrect formatting will cause variables to fail.
Set Your Goals
Switch to the Goals tab to define what your Agent should accomplish during each call
- Enter your primary objective in Primary Goal, e.g. “The prospect explicitly agreed to receive a call back from a consultant.”
- Enter a secondary objective in Secondary Goal, e.g. “Obtain contact details.”
- Click + Add Field under Data Collection Fields to add information you want the AI to automatically extract from each call, such as callback time, decision maker name, and contact details.
- Click Save Settings when done.
Goal Setting Tip: Be as specific as possible. Avoid vague goals like “Book a meeting” — instead write “The prospect explicitly agreed to and scheduled a specific callback time with a consultant.” This helps the system accurately evaluate whether each call was successful.
Advanced Settings
Switch to the Settings tab to fine-tune your agent:
- Select your agent’s voice style under Voice.
- Select the AI model powering your agent’s conversations under AI Model.
- Set the primary call language under Default Language and any additional supported languages under Additional Languages.
- Adjust the speaking pace using the Speed slider. Default is 1.0x — higher values increase speed.
- Select the audio format under Audio Format. Choose Web for browser-based calls and Phone for traditional phone calls.
- Adjust the following timing settings under Turn Settings:
- Turn Timeout — How long the AI waits for a response before speaking again. Increase this if you expect call transfers or automated phone systems.
- Silence End Call Timeout — How many seconds of silence before the system ends the call automatically. Set to -1 to disable.
- Enable or disable the following under Tools:
- End Call — On by default. Controls when the AI ends the call.
- Skip Turn — Off by default. Enable when collecting emails or phone numbers to allow the caller to finish speaking without being interrupted.
- Play Keypad Touch Tone — Off by default. Enable when the call connects to an automated phone menu that requires key presses to navigate.
- Language Detection — Off by default. Enable to allow the AI to automatically detect and adapt to the language spoken by the caller.
- Click Save Settings when done.
Test Your Agent
Once all settings are configured, scroll to the Test Conversation section at the bottom of the page and click Start Conversation to have a live voice conversation with your agent. Confirm everything sounds right before launching your first campaign.
Common Issues
AI is not ending the call when it should Add an explicit end call instruction at each key point in your System Prompt, e.g.: “After delivering the closing line, use end_call immediately and say nothing else.”
AI repeats itself when interrupted Add the following to your System Prompt: “If interrupted, do not repeat the previous sentence — continue directly with the next part of the script.” Keep sentences short and punchy to reduce interruptions in the first place.
AI keeps talking despite no response Add the following to the Guardrails section of your System Prompt: “If you do not receive a response after 2 attempts, end the call immediately.”
AI cannot collect emails or phone numbers properly Enable the Skip Turn tool in the Settings tab and add the relevant instructions to your System Prompt to allow the caller to finish spelling out their email or number before the AI responds.