Manual Setup
Starting from scratch gives you complete control. You’ll configure every detail yourself — model, voice, prompt, and behavior.
Step 1: Click Start From Scratch
From your dashboard, click the green Create Agent button in the top right, then select Start from Scratch.
Step 2: Select Single Prompt
Choose Single Prompt as your agent type.
Step 3: The Editor Opens
The editor opens with everything pre-filled — prompt, voice, and structure ready to customize.
Step 4: Configure Your Agent (Left Panel)
Before writing your prompt, set the basics in the left panel:
Step 5: Write Your Prompt
The right panel is your prompt editor. This is the heart of your agent — it tells the AI exactly how to behave on every call.
Write clear instructions covering:
- Role & Objective — Who is this agent and what’s their goal?
- Conversational Flow — What steps should the agent follow?
- Dos, Don’ts & Fallbacks — How should the agent behave in tricky situations?
- End Conditions — When should the call end?
First time? Start simple. Write a few sentences about who the agent is and what it should do. You can refine everything else as you go.
Step 6: Test Your Agent
Click Test Agent in the top-right to start a test call.
You can test your agent in 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 — text-based conversation with your agent
Talk through a few scenarios — ask a normal question, ask something unexpected, and interrupt mid-response. Listen for clarity and that the agent follows your guidelines.
