How-to guidesAgents

Create an agent

Create a new agent from the Agents list
1

Open the Agents list

Click Agents in the left sidebar, then + New agent in the top-right.

New agent dialog
The New agent dialog — only Name and Voice are required
2

Name it

The name is for you — callers never hear it.

3

Pick a voice

Choose from the dropdown. See Voice & language.

4

Adjust the first message and prompt (optional)

Both come pre-filled with sensible defaults you can replace later.

5

Create

Click Create agent. You land on the agent’s detail page — next, configure it.

Naming tips

Name agents by role, not persona — “Order confirmation bot” ages better than “Maya v2”. Add a variant when you run several per use case (“Triage (English)” vs “Triage (Spanish)”). Names are searchable in the Agents list, so optimize for findability.

Duplicate an existing agent

Open the ••• menu on an agent’s row (or its detail page) and pick Duplicate agent. The copy carries over the prompt, first message, voice, language, knowledge bases, and widget settings.

Per-agent variables aren’t copied on duplicate yet. If your source agent uses variables in its prompt, recreate them on the duplicate before placing a call.