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Create the Agent

Open Agents in the sidebar and click New Agent in the top right corner. While you have no agents yet, the button is also in the middle of the page.
The Agents page with the New Agent button in the top right corner and in the middle of the empty page

The New Agent button on the Agents page

The agent editor opens right away, with the agent named New agent. You can change its name and set an optional use case at any time in General Settings - see Agent Setup.
A new agent is outbound by default. To make it inbound instead - or to have it handle both directions - change this in the agent’s settings. See Agent Setup.

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Choosing a Channel

An agent reaches your contacts over one channel, which you pick in the agent’s General Settings. Each has its own guide. Text and Email agents are available if your account has them.

Voice Agent

Calls contacts, or takes their calls, over the phone.

Text Agent

Holds the conversation over SMS or WhatsApp.

Email Agent

Sends emails, reads the replies, and responds.
Voice agents that answer calls can also talk to visitors on your website through a Widget, if your account has it. You turn it on under Channels > Widget - see Installing the Widget.

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Starting Your Agent

A new agent opens on the Script canvas with a single Intro Script node. That node is your starting point, and you can build the rest of the script in either of two ways.
  • Start from Scratch: Add steps to the canvas yourself and shape the flow by hand.
  • Build It with AI: Describe what you need and let the assistant draft the script for you.
To use the assistant, click the AI button in the bottom-left corner of the canvas.
Script canvas with the AI button highlighted in the bottom-left corner

The AI button sits in the bottom-left corner of the script canvas

The chat panel opens on the left. Type what the agent should do into Tell AI what to do next - up to 5,000 characters - and send it. Keep the conversation going to refine the result. See AI Chat for what you can ask and how to undo changes.
Expanded AI chat panel with the prompt field

The AI chat panel

While you work, the tabs at the top of the screen - Script, Scenarios, and Workflow - let you move between the script, your scenarios, and the agent’s workflow: triggers, actions, success criteria and the call summary. The agent’s settings open from the icons in the top right - see Agent Setup. Click Save in the top right when you are done.
For detailed instructions on how to build and customize your script, refer to our Script Building Guide.