> ## Documentation Index
> Fetch the complete documentation index at: https://docs.talkpilot.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Agent Setup

> Create and configure AI agents in the Dashboard

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            |

### Create from scratch (Admin)

1. Go to **Agenten** in the sidebar
2. Click **Neuer Agent** (New Agent)
3. Enter a name and select the phone number
4. The agent is created with default settings — configure it in the detail page

### Add by phone number (Client)

1. Go to **Agenten** in the sidebar
2. Click **Agent hinzufuegen** (Add Agent)
3. Enter the agent's phone number
4. 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    |

See [Roles & Permissions](/roles-and-permissions) for the complete access matrix.