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A Single Prompt agent runs on one prompt. You write instructions that define who the agent is, what it knows, and how it should behave, and that prompt guides the entire conversation. The AI applies your instructions dynamically, adapting to wherever the caller takes things.

You can start from a template or from scratch. Both get you to a working agent in a few minutes.

Open Agents in your dashboard. If you don’t have any agents yet, the page shows Create from template and Start from scratch in the middle. Once you have agents, Create from template sits in the top right, with Start from scratch in the dropdown next to it.

Start with a Template

Start from Scratch

Templates give you a proven starting point for common use cases.

Open Create Agent

On the Agents page of your dashboard, click Create from template.

Create from template button on the Agents page — Create from template on the Agents page

Pick a Template

Browse the gallery and pick a template close to your use case. Use the industry tabs, the search box, or Filter (call type, region, language) to narrow the list. Select a template, then click Duplicate Template.

Browse and select a template that fits your use case

Customize the 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

Keep the section headers as they are. They keep both you and the AI organized, even after you change the content.

Test Your Agent

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

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

Test agent panel with Telephony, Webcall, and Chat tabs — Test your agent over Telephony, Webcall, or Chat

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.

The Editor

Once your agent is created, you land in the editor, your workspace for everything.

Agent editor with the tab sidebar on the left and the Prompt tab open — The agent editor

The left sidebar lists the editor’s tabs:

Tab	What it’s for
Prompt	Agent prompt, first message, model, languages, and voice. The `{}` icon in the prompt toolbar opens the Variables panel
Branches	Separate lines of changes to the agent. See Versioning
Agent settings	Timezone, STT model, session length, and silence handling. See Agent settings
Speech	Speed, turn-taking, voice detection, and voicemail. See Speech settings
Tools	Custom tools, plus System tools (End call, Transfer call, Knowledge base) and System triggers (Pre call, Webhook). See Agent tools tab
Phone numbers	The numbers the agent answers on and dials from. See Phone Numbers
Post call metrics	What to extract from each finished call. See Post-call metrics
Conversations	Logs of the agent’s calls and chats. See Conversation logs
Widget	Embed the agent on your website. See Widget

Some accounts also see a Playbook tab. At the top right are Test agent, version history, and the ⋮ menu (Rename agent, Copy agent ID).

What’s Next

Write Your Prompt

Structure, persona, tools, and best practices

Configure Settings

Every setting, explained in plain terms

Add Knowledge Base

Ground responses in your actual docs and data

Deploy to Phone

Get a real phone number and go live