Creating agents
The three ways to create an agent, and how the editor is laid out.
An agent is an AI voice agent that answers calls or places them. Everything it knows, says and can do is configured in one place: the agent editor.
The three ways
Create agent on the agent list gives you three options. They lead to the same result and differ only in how much is filled in for you.
From a template
You pick a ready-made use case such as reception or appointment booking. Prompt, greeting and matching capabilities come pre-filled for you to adapt.
With Scalia
The AI agent builder asks you about your business and builds the agent from your answers. The fastest route if you do not yet know what a good prompt looks like.
Manually
An empty agent. You write everything yourself. Useful when you already have a prompt or are rebuilding an existing agent.
Recommendation for your first agent
Start with Scalia or a template. An empty prompt is the hardest possible starting point, and both routes give you a structure you can then rewrite deliberately.
The editor
Every agent has three tabs, worked through in order:
| Tab | Purpose |
|---|---|
| Build | The agent's entire configuration |
| Test | A browser conversation before a number is involved |
| Connect | Assign a phone number and go live |
The Build tab is split into four areas that follow the shape of a conversation:
Identity
Who the agent is and when it is available.
Agent setup
Name, avatar, voice and language.
Greeting
The first and last sentence of a call.
Opening hours
Weekly schedule and time zone.
Instructions
What the agent should do and what it knows about the caller.
Prompt
Role, goal, tone and guardrails.
Caller context
Look up caller data before the conversation starts.
Variable extraction
Capture values from the conversation in a structured way.
Competencies
What the agent can reach, and what happens after the call.
Knowledge base
Documents the agent draws its answers from.
Capabilities
Transfer calls, book appointments, query external systems.
Follow-up
Emails and webhooks after the conversation.
Tuning
The polish, once the content is already right.
Draft and active
A new agent starts as a draft. It is fully configurable and testable but takes no real calls. Only once you activate it and assign a phone number does it go live.
Drafts are free
You can create and experiment with as many draft agents as you like. Billing starts with the call minutes of real calls.