1
Create an agent
Open Agents and select Create Agent. Choose From a prompt for a single set of instructions, or Build a workflow to start from a template or blank canvas.
2
Define one useful task
Give the agent a name and describe its role, what it should accomplish, and what it should do when it cannot help. Replace template content with your own information.
3
Check the voice and tools
Review the agent’s model and voice settings. Use workspace defaults or choose agent-specific settings. Add a tool only if your task needs an external action, such as looking up availability.
4
Test a conversation
Save your draft and start a Web Call in the tester. Allow microphone access. Try the expected conversation, an unexpected question, and an interruption. End the call and review its transcript and results.
5
Publish when ready
Use Publish when your draft behaves as intended. Check the published version before connecting a phone number or your application. Saving a draft alone does not update production API calls.