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Creating an AI Voice Agent

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Overview

This guide explains how to create a new AI Voice Agent in the portal. Agents can be created directly from the Dashboard or through the Call Flows section.


Steps to Create an Agent

Option 1 – From the Dashboard

  1. From the Dashboard, click Create Agent.
  2. The Agent Editor will open — configure the agent as required.

Option 2 – From Call Flows

  1. Navigate to Call Flows in the left-hand menu.
  2. Click New Call Flow, then select From Scratch.
  3. The Agent Editor will open — configure the agent as required.

Naming and Saving

  1. Enter a name for the agent in the name field at the top of the editor.
  2. Make all required edits and changes.
  3. Click Save.

Verify the Agent

  1. Return to Call Flows.
  2. Confirm the new agent appears in the list.

Key Notes

Item Details
Agent Name Set at the top of the Agent Editor
Saving Changes Always click Save before leaving the editor
Location Created agents appear in the Call Flows list

🎥 Watch the demo video below



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