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 |
Create from scratch (Admin)
- Go to Agenten in the sidebar
- Click Neuer Agent (New Agent)
- Enter a name and select the phone number
- The agent is created with default settings — configure it in the detail page
Add by phone number (Client)
- Go to Agenten in the sidebar
- Click Agent hinzufuegen (Add Agent)
- Enter the agent’s phone number
- The agent appears in your list
Agent detail page
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 |
Basic settings
| 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 |
Advanced settings
| 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) |
Role-based access
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 |