AI agents

Create and manage AI voice agents that answer inbound calls and make outbound calls on your behalf.

Agents are the AI voices that handle phone calls for your business. Each agent has its own voice, knowledge base, phone number, language, and call direction. You can have multiple agents for different purposes — for example, one that answers incoming calls and another that follows up with new leads.

Agents require the Starter plan or higher. Upgrade at account/plans.

Agent types

When creating an agent, choose the type that matches its purpose:

Type	Direction	What it does
Inbound receptionist	Inbound	Answers incoming calls — booking, FAQs, transfers
Speed to lead	Outbound	Calls new leads within minutes of form submission
Reactivation	Outbound	Re-engages past leads or dormant customers
Appointment reminder	Outbound	Confirms upcoming appointments by phone
Review request	Outbound	Asks satisfied customers for a Google review

Create an agent

You can start from scratch or use an industry template. Templates are available for HVAC, dental, real estate, legal, retail, healthcare, and beauty, with pre-built greetings and sample questions for each industry.

1. Open Agents

   Go to Dashboard → Agents and click Add Agent, or choose Start from Scratch / Browse Templates if you have no agents yet.

2. Choose a type

   Select the agent type that matches its purpose. Inbound agents answer calls; outbound agents make calls.

3. Name the agent

   Enter a name for the agent. Callers do not hear this name — it is for your reference only.

4. Pick a voice

   Use the voice picker to browse available voices. Click the play button next to any voice to preview it before choosing.

5. Assign knowledge base folders

   Select one or more knowledge base folders. The agent uses documents in these folders to answer questions. If you have not created any folders yet, go to Knowledge Base first.

6. Assign a phone number

   Select a phone number from the dropdown. The agent will answer (or make) calls on this number. If you have no numbers yet, go to Phone Numbers first.

7. Set a human transfer number (optional)

   Enter a fallback phone number. If a caller asks to speak with a person, or if the agent cannot handle the request, the call transfers to this number.

8. Choose a language

   Select the language the agent speaks. Supported languages include English, Spanish, French, German, Italian, Portuguese, Chinese, Japanese, and Korean.

9. Create the agent

   Click Create Agent. Your agent is active immediately.

You can change any agent setting after creation. Click the agent name in the list to open its detail page.

Test your agent

From the agent list, each row has action icons:

• Phone icon — opens the Talk to Agent modal, which calls your phone so you can speak with the agent live
• Chat icon — opens the test chat modal, where you enter your phone number and receive a callback to test the agent
• Refresh icon — regenerates the agent’s system prompt based on your current business profile

Edit an agent

Click any agent in the list to open its detail page. From there you can update the name, voice, greeting message, system prompt, transfer phone number, and assigned knowledge base folders. Click Save changes when done.

Pause or delete an agent

On the agent detail page, set the status to inactive to pause the agent without deleting it. To remove an agent permanently, use the options menu (three dots) in the agent list and select Delete.

Deleting an agent cannot be undone. The agent’s call history is preserved, but the agent itself is removed.

Agent tests

The Agent Tests tab on the Agents page lets you run automated test scenarios against your agents to verify they respond correctly before going live.