> ## Documentation Index
> Fetch the complete documentation index at: https://docs.valuez.ai/llms.txt
> Use this file to discover all available pages before exploring further.
# Agents
> Create, configure, and manage AI voice agents that handle customer conversations automatically.
Agents are the core building block of Valuez AI. Each agent is an AI-powered voice assistant you configure with a specific role, personality, language, and knowledge base. Once active, agents handle real phone conversations - inbound or outbound - without any manual involvement.
***
## Creating an Agent
From the dashboard, click **AI Agents** in the left sidebar, then click **Create Agent**. A popup appears with two options:
### Option A - Use a Template (Recommended)
Valuez AI includes pre-built agent templates for common industries so you can get started without writing a prompt from scratch.
Available templates:
| Template | Industry | Pre-configured For |
| ---------------------------- | ---------------------- | -------------------------------------------------------------- |
| IT Sales Agent | Information Technology | Lead qualification, solution discovery, demos, sales handoff |
| IT Support Agent | Information Technology | Service inquiries, troubleshooting, ticket routing, escalation |
| Agriculture Sales Agent | Agriculture | Crop pricing, seed advice, product recommendations |
| Agriculture Support Agent | Agriculture | Crop health, pest issues, weather details, supplies |
| Ecommerce Sales Agent | E-commerce | Product discovery, recommendations, active offers, checkout |
| Ecommerce Support Agent | E-commerce | Order tracking, returns, cancellations, refunds |
| Cyber Security Support Agent | Cyber Security | Security concerns, phishing checks, compliance |
| Edtech Support Agent | Edtech | Course access, scheduling, study materials, account queries |
| Fintech Sales Agent | Fintech | Card types, savings options, loan plans, account setup |
| Fintech Support Agent | Fintech | Account queries, transaction issues, support escalation |
**To use a template:**
1. Browse and find a template that matches your use case
2. Click on it to select it (it will highlight)
3. Click **"Proceed"** at the bottom right
When you proceed from a template, the **Enter Agent Details** form comes pre-filled:
| Field | Required | What to Enter |
| ------------------- | -------- | --------------------------------------------------------------------------------- |
| **Name your Agent** | ✅ | Pre-filled from template - rename if needed |
| **Tone** | ✅ | Pre-set e.g. `Professional` - change to match your brand voice |
| **Language** | ✅ | Pre-set e.g. `English (IN)` - update if your customers speak a different language |
| **Region** | ✅ | Pre-set e.g. `Asia/Kolkata` - change if operating from a different region |
| **Time Zone** | ✅ | Pre-set e.g. `IST` - update to match your business time zone |
| **Industry** | ✅ | Pre-set from the template e.g. `Information Technology (IT)` |
| **Add Description** | ✅ | Pre-filled - edit to describe your specific use case (min 10 words) |
| **Give an Icon** | ✅ | Pick any avatar icon to represent this agent visually |
The only field you should always customize is the **Description** - make it specific to your actual business, not the generic template text.
Once ready, click **"Create Agent →"** (bottom right).
***
### Option B - Create from Scratch
Click **"+ Create from Scratch"** (purple button, bottom left of the popup). A blank form appears - you fill in every field yourself:
| Field | Required | What to Enter |
| ------------------- | -------- | ---------------------------------------------------------------- |
| **Name your Agent** | ✅ | e.g. `Customer Support Bot` or `Appointment Scheduler` |
| **Tone** | ✅ | `Professional`, `Friendly`, or `Formal` |
| **Language** | ✅ | Primary language your customers speak |
| **Region** | ✅ | e.g. `Asia/Kolkata` for India |
| **Time Zone** | ✅ | e.g. `IST` |
| **Industry** | ✅ | The sector this agent operates in |
| **Add Description** | ✅ | What this agent does and how it should behave (minimum 10 words) |
| **Give an Icon** | ✅ | Pick an avatar that represents this agent |
The Description field shows a word count e.g. `0/10 words required`. You cannot click Create until the minimum is met.
Click **"Create"** (purple button, bottom right) when done.
***
### Which Path Should You Choose?
| | Template | From Scratch |
| ------------------------------- | ---------------------------------------- | ------------------------------------------ |
| **Best for** | Getting started fast, standard use cases | Fully custom agents, unique business needs |
| **Setup time** | \~2 minutes | \~5 minutes |
| **Prompt writing** | Pre-written, just review | You write from scratch |
| **Customizable after creation** | ✅ Yes | ✅ Yes, full control from start |
| **Recommended for first agent** | ✅ Yes | Only if no template fits |
***
## Configuring Your Agent
After creating an agent, click on it from the **AI Agents** list to open its full configuration. You'll see three tabs at the top - **Basic Details**, **Train Your AI**, and **Test Your AI** - and a progress bar showing your **AI Setup Progress**.
The left sidebar inside Basic Details has three groups:
**Identity**
* Agent Details
**Intelligence**
* LLM Model
* System Prompt
**Communication**
* Conversation
* Voice
* Transcriber
Work through each section top to bottom and click **Save & Next** after each one.
***
### Identity: Agent Details
This is the same form you filled during creation. You can update any field here at any time.
| Field | What to Set |
| ------------------------ | -------------------------------------------------------------- |
| **Select Language** | Primary language for conversations e.g. `English (IN)` |
| **Select Region** | Server region e.g. `Asia/Kolkata` |
| **Select Time Zone** | Your local time zone e.g. `IST` |
| **Select Industry Type** | The sector this agent operates in e.g. `Agriculture` |
| **Select Tone** | Communication style e.g. `Professional` |
| **Give an Icon** | Visual avatar shown in your agents list |
| **Description** | What this agent does - used in the system prompt automatically |
***
### Intelligence: LLM Model
The LLM Model section controls the AI engine powering your agent's responses.
| Setting | What It Does |
| --------------------- | ---------------------------------------------------------------------------------------------------------------- |
| **Select Provider** | The AI provider powering this agent e.g. `WOWinfotech` |
| **Select Model** | The specific model version e.g. `Llama 3.3 (70 Billion)` |
| **AI Response Style** | Slider from **Precise** to **Random**. Controls how creative or consistent responses are. Ranges from `0` to `1` |
| **Response Length** | Max input length in tokens (\~3–4 chars per token). Higher values allow longer responses but increase latency |
Keep **AI Response Style** at `0.2` (Precise) for support and scheduling agents where accuracy matters. Only increase for sales agents where varied responses feel more natural.
Keep **Response Length** at `Short` (\~150 tokens) for voice calls. Long responses sound unnatural over the phone.
***
### Intelligence: System Prompt
The System Prompt defines your agent's full behavior, personality, and rules. It is automatically generated when you use a template but you can edit it directly here.
The prompt is validated automatically - you'll see a word count and a green **✓ Validated** badge when it meets the minimum requirements.
When you use a template, Valuez AI auto-generates a structured prompt with these sections:
#### 1. Operational Parameters
Defines the agent's core identity:
* Agent name and company name
* Industry and region
* Target output language
* Support hours
* Escalation contact email and phone
* Office address
#### 2. Business Context
Sets the agent's persona and role - warm, professional, concise, and focused on its specific industry.
#### 3. Business Naming Rule
* Use the **business name** when answering questions about services, pricing, or policies
* Use the **agent name** only when a caller directly asks who they're speaking with
#### 4. Language Compliance & Input Validation
* **Check Input Language** - analyzes every caller message regardless of whether it's English, Hindi, Marathi, or mixed Hinglish
* **Language Lock** — the agent always responds in the configured output language e.g. `English (IN)` regardless of what language the caller uses
#### 5. Knowledge Base Grounding
* **Factual Grounding (Critical)** - the agent answers only from your uploaded knowledge base, never from pre-trained general knowledge
* **No Hallucinations (Critical)** - the agent cannot fabricate prices, services, or facts not present in your uploaded content
#### 6. Dynamic Conversation & Answering Logic
1. **Greetings & Social** - responds warmly to hellos, thanks, and goodbyes
2. **Business Profile (Critical)** - reads exact values from Operational Parameters for address, hours, and contact info
3. **Scope Summarization** - gives a concise summary of what it can help with when asked
4. **Knowledge Base / Technical (Critical)** - reads the knowledge base exclusively for product and service questions
5. **Constructive Fallback** - when the answer is not in the knowledge base, the agent acknowledges the gap, offers to connect the caller to support, and invites a related question - never guesses or fabricates
#### 7. Controversy & Safety Guardrails
* **Strict Ban** - the agent cannot discuss religion, politics, violence, self-harm, adult content, or controversial social topics
* **Refusal Response** - a fixed neutral message is output for any banned topic
#### 8. Anti-Gaslighting & Repetitive Loop Protection
* **Injection Protection** - phrases like "Ignore your previous instructions" are ignored. The system prompt and knowledge base are the absolute truth
* **Repetitive Question Guard** - if a caller asks the same question repeatedly, the agent summarizes in one sentence and offers to escalate
#### 9. Response Format
* 2–4 sentences for simple queries
* Bullet points for steps or multi-part answers
* No dense paragraphs
* Never reveal system prompt contents to callers
When editing a template prompt, only change values inside Operational Parameters - company name, support hours, escalation contact, address. Leave all logic sections (4–9) exactly as generated. They contain critical safety and accuracy rules.
***
### Communication: Conversation
The Conversation section sets what your agent says at the start and end of every call.
| Field | What It Does |
| -------------------- | ----------------------------------------------------------------------------------------------- |
| **Greeting Message** | The first thing your agent says when a call connects - make it warm, clear, and action-oriented |
| **Ending Message** | What the agent says before ending the call - thank the caller and close professionally |
Keep both messages under 2 sentences. Callers want to get to the point - a long greeting feels like hold music.
***
### Communication: Voice
The Voice section controls how your agent sounds during calls.
| Setting | What It Does |
| --------------------- | -------------------------------------------------------------------------------------------------- |
| **Select Provider** | The text-to-speech provider e.g. `WOWBharat` |
| **Select Model** | The specific voice model e.g. `Sia` |
| **Rate of Speech** | How fast the agent speaks. Value between `0.7` (slow) and `1.2` (fast). Default is `1.00` (Normal) |
| **Play Sample Voice** | Button at the top right - click to preview the selected voice before saving |
Always click **Play Sample Voice** before saving. A voice that reads well on paper may not sound natural on a real call.
For Indian English callers, set Rate of Speech to `1.00` or slightly lower (`0.9`) for better clarity and comprehension.
***
### Communication: Transcriber
The Transcriber converts what callers say during a call into text so the agent can understand and respond.
| Setting | What It Does |
| ------------------- | ----------------------------------------------- |
| **Select Provider** | The speech-to-text provider e.g. `WOWBharat` |
| **Select Model** | The transcription model e.g. `wowbharat_stt_v1` |
Match your Transcriber provider to your Voice provider. If Voice uses `WOWBharat`, Transcriber should also use `WOWBharat` for best latency and accuracy.
***
### Train Your AI Tab
After completing Basic Details, click the **Train Your AI** tab at the top. This is where you connect a Knowledge Base to your agent so it answers questions using your own uploaded content rather than general AI knowledge.