Before you begin
Confirm that you have access to the correct workspace, permission to create agents and knowledge bases, an active entitlement for the modules you need, and a working microphone for speech testing.Step 1 Sign in and select your workspace
Sign in using email and password or Google authentication. Complete email verification if prompted. If you belong to multiple organizations, select the workspace in which the agent should be created. Agents, knowledge bases, campaigns, phone numbers, billing, and permissions are organization-scoped.Step 2 Create the agent
Open AI Voice Agents and select Create Agent. Start from an available template or create the agent from scratch.Step 3 Configure intelligence
Choose an available LLM provider and model. Configure response style and length for a phone conversation. Then review the system prompt. It should define the agent role, business identity, supported tasks, knowledge rules, output language, fallback behavior, escalation, and prohibited disclosures.Step 4 Configure communication
Set a short greeting and closing message. Select the voice provider, model or speaker, and speech rate. Play a sample before saving. Configure the transcription provider and model used to understand callers.Step 5 Add business knowledge
Create or connect a knowledge base. Add business information, products, services, FAQs, and approved documents. If website knowledge is enabled, add only authoritative pages. Remove obsolete content instead of leaving conflicting versions indexed.Step 6 Test the agent
Test a normal greeting, known FAQ, product question, unknown question, language switch, interruption, transfer request, and complete conversation. After the call, verify that the transcript, recording, summary, outcome, and usage data are correct where applicable.Step 7 Go live
For inbound service, acquire or select a phone number and map it through inbound or IVR configuration. For outbound service, create a campaign, choose the agent and number, import contacts, configure calling hours, and launch.Step 8 Monitor and improve
Review Agent Conversations, Campaign Call History, Speech API History, Platform Analytics, Credit Usage, and Account Activity. Re-test every material prompt, knowledge, voice, or routing change before returning the agent to production.Setup progress shows that fields are completed. It does not prove that the agent is production-ready.