To create your AI agent, follow the steps below:
- Go to the Agents tab.
- Click on Create Agent.
- Fill in the following fields:
- Name: Give your agent a recognizable name (e.g., "Support Bot" or "Sales Assistant").
- Role: Choose the agent’s function (e.g., Customer Support, Sales, Appointment Scheduler).
- Timezone: Choose the timezone that the agent will work in
- Click Create Agent to finalize.
Tip: Once your agent is created, click Test Agent to preview its initial setup. From the Agents tab, you can access additional settings to fine-tune its tone, script behavior, FAQs, fallback responses, and more.
Number of Agents per Plan
The number of AI agents you can create depends on your plan.
Use case: A medical clinic could configure an agent to handle routine inquiries, such as scheduling appointments, providing office hours, or sharing pre-visit instructions with patients.