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Create a Client Account

Before creating an agent, set up a client account from your Agency.

Two ways to access the client account:

  • Option 1: Click “Switch to Client Account” from the top of the left menu
  • Option 2: Open the client account and click “Access Account” in the top right corner.

Make sure to enable Agency View in the footer of the client account menu for full access.

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Create a New Agent

Steps:

1

Inside the Client Account

  • Go to the “Agents” tab
  • Click “Create an Agent.”

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2

Choose from Agent Library

  • Option 1: Use a predefined template from the library. (e.g., Appointment Booking).
  • Option 2: Start from a blank template to build your custom agent.

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Core Agent Setup

LLM Configuration

  1. Navigate to Settings > Agency Settings
  2. Select your preferred LLM model (e.g., GPT-4, Claude)
  3. Adjust the temperature based on how creative or strict you want the responses to be.

Remember: Enable Agency View in the client account footer to access these settings.

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Using Dynamic Variables in Prompts

Dynamic variables allow your agent to personalize conversations using lead-specific data.
These variables are automatically filled with values during live calls.

What You Can Do:

  • Greet leads by their name
  • Confirm email or phone details
  • Mention custom fields like service type, location, budget, etc.

How to use:
Insert a variable into the prompt using the $ symbol and choose the lead field name.

Examples:

  • Hi $LeadName, thanks for calling! How can I help you today?
  • I see your preferred service is $ServiceType — let me assist you with that.
  • We’ll send the confirmation to $EmailAddress after booking.

You can use both default and custom fields.

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Using Function Calling in Prompts

Function calling allows your agent to take actions during the conversation, such as:

  • Transfer the call to a live agent.
  • Check calendar availability and book appointments
  • Fetch data from a CRM or external source
  • End or redirect calls based on lead response
  • Make API calls to your internal systems

How to use:
In your prompt, call the action by using its tool name with a # prefix.

Examples:

  • Use tool #Book_Calendar to check availability and book an appointment.
  • Use tool #Send_SMS after collecting the caller’s phone number.

Here’s Step 4: Deploying Your Agents — written and formatted to match the previous sections

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Adding a Knowledgebase to Your AI Agent

You can equip your AI agent with a knowledge base to improve its ability to answer detailed questions, handle objections, and provide accurate information during conversations. This enables the agent to retrieve data from uploaded documents, public URLs, or custom-written content, providing instant access to key business knowledge.

How It Works

  1. Upload Knowledge Sources

    • Go to the Knowledgebase menu
    • Upload content via:
      • Files (PDF, DOCX, TXT)
      • Public URLs (e.g., blogs, help articles)
      • Direct Text input (copy-paste custom content)

  2. Attach to Agent

    • Open the Agent Settings
    • Select your uploaded knowledge base from the dropdown

  3. Real-Time Retrieval

    • During calls, the AI automatically refers to the knowledge base to provide intelligent, relevant responses — all in real time.

  4. Supported Formats

    You can upload knowledge in any of the following formats:

    • PDF documents
    • Microsoft Word (.docx)
    • Plain text files (.txt)
    • Publicly accessible web URLs
    • Manually entered text content

Private or password-protected URLs are currently not supported.

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FAQs