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An agent is an AI voice or chat assistant that you configure and assign to your clients. You create agents from the Agents page, choose which client owns it, and customize everything from there.

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Steps

1

Go to the Agents page

Open Agents in the sidebar. You’ll see a list of all voice and chat agents across your clients.
2

Click Add agent

In the top right, click Add agent. If you haven’t created any clients yet, the button will be disabled — create a client first.
3

Select a client

In the dialog, choose which client this agent belongs to using the Client dropdown.
4

Name the agent

Enter a name in the Agent name field (up to 100 characters). This is what your clients will see. Example: “Sara” or “Customer Support Bot”.
5

Create agent

Click Create agent. The new agent opens in the editor, ready to configure.

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What opens next

Once created, you land on the agent editor. Voice and system prompt start with sensible defaults — edit them on the agent page (they’re not locked). You can:
  • Customize the system prompt to define the agent’s personality and behavior
  • Pick a voice for voice agents (the AI’s speaking voice)
  • Set the first message — what the agent says when a conversation starts
  • Choose the language and LLM (language model)
  • Test the agent live in the playground
Voice agents can answer phone calls; chat agents handle text conversations via embedded chat or your own interface.
All agents belong to exactly one client at creation time. You pick the client when you create the agent — it can’t be changed later.
Only agency admins and owners can create agents. If you’re a team member, ask an admin to create the agent for you.