Quick Start

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Let’s build a real agent — a simple appointment booking assistant using Conversational Flow. By the end, you’ll have a working voice agent you can call.


Create the Agent

1

Click Create Agent

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

2

Choose Start from Scratch

Select the first option.

3

Select Conversational Flow

Choose Conversational Flow — we’re building a structured conversation.

You’re now in the workflow builder.


Build the Flow

You’ll see a canvas with a Start node. Let’s add the conversation.

1

Add a Greeting Node

Drag a Default Node from the left panel onto the canvas. Connect it to Start.

Click the node and add a prompt:

Hi! Thanks for calling. I can help you book an appointment.
What day works best for you?
2

Add a Confirmation Node

Drag another Default Node and connect it to your greeting.

Prompt:

Got it. And what time would you prefer — morning or afternoon?
3

Add an End Node

Drag an End Call node and connect it to confirmation.

This wraps up the conversation.

Your flow: Start → Greeting → Confirmation → End


Pick a Voice

Click the Settings tab at the top. Go to Voice and select a voice you like. Click ▶️ to preview.


Test It

1

Click Test Agent

Top right corner.

2

Choose Web Call

Fastest way to test.

3

Have the Conversation

Talk through the flow. The agent should greet you, ask about the day, then the time.


You Did It

That’s a working Conversational Flow agent. From here:

  • Add more nodes and branches
  • Connect a Knowledge Base
  • Deploy to a real phone number
  • Set up campaigns for outbound calls