Create your agent

Your agent is your AI receptionist — it answers the phone, talks to callers, and handles enquiries for you. Creating one takes a few minutes: you pick a starting point, give it a name and a greeting, then work through a short checklist.

This guide covers getting your agent off the ground — picking a starting point, setting the basics, and choosing how it sounds. The later steps — your knowledge base, phone number, and going live — each have their own guide. If you can fill in a form, you can do this.

Step 1: Open the Agents page

In the menu on the left, click Agents. Then switch to the Create new tab to see the ready-made agents you can start from.

Step 2: Pick a starting point

Each card is a ready-made agent, already set up for a common job. Pick the one closest to what you need — you can change everything afterwards.

• Support Staff — answers calls, handles common questions, and escalates the rest.
• Secretary — screens spam, takes messages, and puts the right callers through.
• Appointments & FAQs — books people in and answers your most common questions.

Step 3: Set the basics

This is your agent's identity. Picking a ready-made agent fills most of it in already — just tweak it to fit your business.

1. Name your agent — the first name it introduces itself with, like "Hi, this is Sophie."
2. What should it help with — a few words on its job, like Support or Bookings.
3. Greeting message — the exact words callers hear the moment it picks up. Keep it short and welcoming.

Step 4: Choose a voice

The voice is the first thing your callers hear. It sets the tone for every conversation — warm and friendly, calm and professional, however you want your business to come across. You set it right here on the Set the basics step.

Find the Voice card — it shows the voice your agent uses right now. Click Change to hear the others.

A list of voices opens up. Here's all you need to do:

1. Press play on any voice to hear a short sample.
2. Click the one you like — a tick appears next to your choice.
3. Click Done to keep it.

Each voice has a short label — like British · Female or Scottish · Male — and a few tags describing its style, so you can find the right fit at a glance.

Once you click Done, the Voice card updates to show your new choice. That's the voice your agent will use on every call.

Tips for a great agent

• Start from a ready-made agent. It fills in sensible defaults so you only need to tweak, not build from nothing.
• Write the greeting the way you'd answer the phone yourself — friendly, short, and on-brand.
• Match the voice to your callers. Play the sample out loud — a clinic might want calm and reassuring, a trades business relaxed and down-to-earth.
• Do the basics first, then add a knowledge base. A name, a greeting, and a voice are enough to test; the more you teach it afterwards, the better your calls get.