Quickstart: your first agent

This is the fastest path from empty workspace to a live agent taking real calls. Follow the six steps below — each one links to a deeper guide if you want more detail. You only need an agent and a phone number to go live; everything else is optional.

1. Create an agent

Go to Agents and click + Create agent, then choose AI-assist from your website: tell us your business and goal, and we draft the greeting, instructions, suggested skills, and knowledge for you. You can edit everything afterwards. → Build your agent

2. Give it knowledge

Add the info your agent answers from — files, pages, or a website import — so it speaks to your business, not in generalities. → Add knowledge

3. (Optional) Turn on a skill

Want it to book appointments, capture leads, or transfer calls? Enable a skill and finish its setup. → Skills & actions

4. Connect a phone number

Bind a phone number to the agent so callers can reach it. This is the one thing besides the agent itself that you must have to go live. → Connect a phone number

5. Test it

In the editor's action bar, click Test to hear the agent in the voice/chat sandbox before any real caller does. → Test & go live

6. Go live

When it sounds right, click Go live in the editor to move the agent from Draft to Live. If anything required is still missing, a publish check lists exactly what to fix first. → Test & go live

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That's it — you're taking real calls. Next, add depth:

• Build your agent — shape its persona, instructions, and voice.
• Add knowledge — expand what it can answer.
• Skills & actions — let it book, transfer, and look up callers.
• Connect a phone number — manage numbers and web channels.