Agent Setup

Agents are AI voice bots that answer phone calls. Each agent has its own phone number, personality, voice, and configuration.

Creating an agent

How you create an agent depends on your role:

Role	Method
Super-Admin / Dev-Admin	Create from scratch with name, phone number, and organization
Client-Admin / Client-Employee	Add an existing agent by entering its phone number

Click on any agent to open the detail page. It’s organized into sections:

Section	What you configure
Basic Info	Name, language, formality, active status
Prompt	System prompt and greeting message
LLM	Language model provider and settings
Voice	TTS/STT providers, voice selection, speaking rate
Tools	Functions the agent can use during calls
Knowledge Base	Documents for the agent to reference
Employees	Human staff linked to this agent
Forwarding Slots	Call routing rules
Schedule	Business hours and backup agent
Webhook	Post-call notification URL

Setting	Options	Description
Name	Free text	Display name (click to edit inline)
Language	de, en, fr, es	Agent’s conversation language
Formality	formal (Sie), informal (Du)	How the agent addresses callers
Active	Toggle	Whether the agent accepts calls

Setting	Default	Description
Allow greeting interruption	true	Let callers speak before the greeting finishes
Short calls auto-edit	false	Automatically mark very short calls as done
Track caller name	true	Ask for and record the caller’s name
Transfer timeout	30s	How long to wait for a transfer (10-120 seconds)

Not all users see the same settings:

Section	Super-Admin / Dev-Admin	Client-Admin	Client-Employee
Basic Info	Full	Limited	Read-only
Prompt	Full	Greeting only	Read-only
LLM	Full	Hidden	Hidden
Voice	Full	Full	Read-only
Tools	Full	Hidden	Hidden
Knowledge Base	Full	Hidden	Hidden
Employees	Full	Full	Read-only
Schedule	Full	Full	Read-only

See Roles & Permissions for the complete access matrix.