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3.4 Create an AI Agent

Create New AI Agent Modal

Selecting Add New AI Agent opens the Create New AI Agent modal, where you choose the type of agent to build.

Choose an agent type:

  • Voice Agent, an agent for voice interactions, answering and routing calls.
  • Chat Agent, an agent for text-based chat interactions.

Select the card for the type you want. The selected card is outlined in orange.

  • Select Continue to open the configuration wizard for that type.
  • Select Cancel to close the modal without creating an agent.

Selecting Voice Agent and then Continue launches the Create Agent wizard described in 3.4.1 to 3.4.5.

The Create Agent wizard. The voice wizard has five sequential stages, shown in the progress bar across the top of the page:

  • Identity & Persona
  • Agent Settings
  • Knowledge Base
  • Intent and Routing
  • Test & Publish

Stages unlock in order. A stage in the progress bar becomes selectable only once the stage before it has been completed, so you cannot jump ahead. Save Draft is available at every stage, so you can stop and return later. The back arrow (<) at the top left leaves the wizard and returns you to the AI Agent list.

Figure key, Create New AI Agent modal​

  • Modal title, Create New AI Agent.
  • Voice Agent card.
  • Chat Agent card.
  • Orange outline on the selected card.
  • Cancel button.
  • Continue button.