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This guide walks you through creating your first AI voice agent on Valuez AI and triggering a test call. You’ll be live in under 5 minutes.

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Step 1 - Sign Up and Log In

  1. Go to app.valuez.ai
  2. Create a new account or log in to your existing one
  3. You’ll land on the main dashboard

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Step 2 - Create Your First Agent

From the dashboard, click “AI Agents” in the left sidebar, then click “Create Agent”. A popup appears with two options:

Use a Template

Pick from pre-built agents for IT, Ecommerce, Agriculture, Fintech, Edtech, and more. Fields are pre-filled — just review and adjust.

Create from Scratch

Build a fully custom agent with a blank form. You define every field from scratch.
Select Agent Template
Select a template or click ”+ Create from Scratch”, fill in the details form, and click “Create Agent →” to finish.
Starting with a template is faster for your first agent. For a full breakdown of every field and both creation paths, see Agents.

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Step 3 - Configure Your Agent

Click on your newly created agent to open its configuration. Complete all six sections under Basic Details:
SectionWhat to Configure
Agent DetailsName, tone, language, region, timezone, industry
LLM ModelAI provider, model, response style and length
System PromptFull behavior instructions for your agent
ConversationGreeting and ending messages
VoiceVoice provider, model, and speech rate
TranscriberSpeech-to-text provider and model
Click “Save & Next” after each section and aim for 100% on the Setup Progress bar before going live.
For a full explanation of every setting, see Agents.

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Step 4 - Train Your Agent

Click the “Train Your AI” tab at the top to connect a Knowledge Base to your agent. Upload your FAQs, product information, pricing details, and support documentation so your agent answers using your actual business content rather than guessing.
For full details on uploading and managing training data, see Knowledge Base.

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Step 5 - Test Your Agent

Once Basic Details and Train Your AI are both complete:
  1. Click the “Test Your AI” tab at the top
  2. Speak naturally and verify the agent responds correctly
  3. Review the call transcript after the call ends
Test at least 3 different scenarios before going live - a common question, an edge case, and something your agent doesn’t know the answer to. The fallback behavior is especially important to verify.

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Step 6 - Go Live

Once your test call passes:
  1. Assign a phone number to your agent for inbound calls, or
  2. Trigger outbound calls via the dashboard
  3. Monitor performance from your Dashboard
API endpoint details for triggering calls programmatically will be added here once the API documentation is finalized.

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Next Steps

Configure Your Agent

Deep dive into every agent configuration option - LLM model, system prompt, voice, and transcriber settings.

Set Up Knowledge Base

Upload documents and FAQs so your agent answers accurately using your own business content.

Inbound Calls

Connect a phone number and start handling incoming customer calls automatically.

View Analytics

Monitor call performance, agent activity, and customer engagement from your dashboard.