Build Your First Agent

Open Create Agent

From your dashboard, click the green Create Agent button in the top right.

Choose Start with Template

Select Start with Template, then choose Single Prompt as your agent type.

Pick a Template

Browse the template gallery and pick one close to your use case. Use Filter By to narrow by industry, direction (inbound or outbound), or agent type. Click a template, then hit Create.

Configure the Basics

Before you touch the prompt, set these in the left panel:

Customize Your Template

The editor opens with a prompt, voice, and structure already filled in.

Replace the placeholders with your own details:

• Company name and details. Swap in your actual business name
• Policies and rules. Update return windows, hours, pricing, and similar details
• Tone. Adjust the wording to match your brand

Test Your Agent

Click Test Agent in the top right to start a test call. You can test three ways:

• Web Call. Talk to your agent through your browser microphone
• Telephony Call. Enter a phone number and get a call from your agent
• Chat. Have a text conversation with your agent

Try a few scenarios: ask a normal question, ask something unexpected, and interrupt mid-response. Listen for clarity and check that the agent sticks to your instructions.