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

# 🤖 Agents Overview

> Learn how to create and configure AI agents for your phone calls - a complete step-by-step guide

<Info>
  **What you'll learn:** How to create AI agents that can make phone calls, what information you need to provide, and how to set them up step by step.
</Info>

## What Are AI Agents?

Think of an AI agent as a **virtual employee** that can make phone calls for you. Just like a real person, it needs:

* A name to identify itself
* Instructions on what to say
* Rules to follow during conversations
* The ability to handle different situations

## How to Create Your First AI Agent

Creating an AI agent is like filling out a form - you provide information, and the system builds your virtual caller. Here's how it works:

## Visual Guide: Agent Creation Process

Here's a simple flowchart showing the complete agent creation process:

```mermaid theme={null}
flowchart TD
    A[Go to Agents Section] --> B[Click + Add New Agent]
    B --> C[Step 1: Basic Information]
    
    C --> D[Enter Agent Name]
    C --> E[Enter Organization Name]
    
    D --> F[Step 2: Call Messages]
    E --> F
    
    F --> G[Set Greeting Message]
    F --> H[Set Voicemail Message]
    
    G --> I[Step 3: Call Context]
    H --> I
    
    I --> J[Configure AI Agent Prompt]
    J --> K[Connect to Prompt Settings]
    
    K --> L[Step 4: Add Rules]
    L --> M[Set Behavior Boundaries]
    M --> N[Configure Safety Guidelines]
    
    N --> O[Step 5: Save Agent]
    O --> P[Agent Created Successfully!]
    
    P --> Q[Agent Ready to Use]
    Q --> R[Can Edit Anytime]
    Q --> S[Can Test with Sample Call]
    Q --> T[Ready for Campaigns]
    
    style A fill:#e1f5fe
    style P fill:#c8e6c9
    style Q fill:#fff3e0
```

### **Step 1: Start Creating Your Agent**

1. Go to the **Agents section** in your dashboard
2. Click the **"Add New Agent"** button
3. You'll see a form with several sections to fill out

### **Step 2: Basic Agent Information**

This is where you give your agent its identity:

| Field                 | What to Enter                    | Example                       |
| --------------------- | -------------------------------- | ----------------------------- |
| **Agent Name**        | What you want to call your agent | "Sarah from Customer Service" |
| **Organization Name** | Your company or business name    | "ABC Corporation"             |

<Warning>
  **Important:** Choose a clear, professional name for your agent. This is what callers will hear when they answer the phone.
</Warning>

### **Step 3: Call Messages**

These are the messages your agent will say in different situations:

#### **Greeting Message**

* **What it is:** The first thing your agent says when someone answers the phone
* **When it's used:** Every time someone picks up the call
* **Example:** "Hello, this is Sarah from ABC Corporation. I'm calling about your recent order."

#### **Voicemail Message**

* **What it is:** What your agent says when the call goes to voicemail
* **When it's used:** When no one answers and the call goes to voicemail
* **Example:** "Hi, this is Sarah from ABC Corporation. Please call me back at 555-123-4567 when you have a moment."

<Info>
  **Pro Tip:** Keep your messages clear, friendly, and professional. People are more likely to respond positively to a well-crafted message.
</Info>

### **Step 4: Call Context (The Brain)**

This is where you give your agent its **intelligence** - what it knows and how it should behave:

1. **Click "Next"** after filling out the basic information
2. **You'll see the Call Context section**
3. **This connects to your [Prompt](/agents/prompt) settings** - click on "prompt" to go to that page
4. **The prompt contains all the instructions** your agent needs to have natural conversations

Think of the prompt as a **script and rulebook** that tells your agent:

* How to introduce itself
* What questions to ask
* How to handle different responses
* When to transfer calls
* How to end conversations

<Check>
  **Key Point:** The prompt is the most important part of your agent. It determines how smart and effective your agent will be in conversations.
</Check>

### **Step 5: Add Rules (The Boundaries)**

After setting up the call context, you'll move to the **Rules section**:

1. **Click "Next"** to proceed from Call Context
2. **You'll see the Add Rules section**
3. **Rules help control your agent's behavior** and set limits

Rules are like **safety guidelines** that prevent your agent from:

* Going off-topic
* Making inappropriate statements
* Spending too long on calls
* Violating company policies

## What Happens After You Create an Agent?

Once you've completed all the steps:

1. **Click Save** then it is ready to use
2. **You can test it** with a sample call
3. **You can edit it** anytime to make improvements
4. **You can use it** in campaigns or individual calls

## Common Questions About Agents

### **How Many Agents Can I Create?**

* You can create as many agents as you need
* Each agent can have different personalities and purposes
* You might have one for sales, another for customer service, etc.

### **Can I Change My Agent Later?**

* **Yes!** You can edit your agent anytime
* Change the name, messages, or rules
* Update the prompt to improve performance
* Test different versions to see what works best

### **What Makes a Good Agent?**

* **Clear purpose** - Knows exactly what it's calling about
* **Professional tone** - Sounds trustworthy and helpful
* **Good instructions** - Has a well-written prompt
* **Appropriate rules** - Stays within boundaries
* **Natural conversation** - Doesn't sound robotic

## Best Practices for Creating Agents

### **1. Start Simple**

* Begin with basic information
* Add complexity gradually
* Test before adding advanced features

### **2. Be Specific**

* Give your agent a clear role
* Write specific, actionable instructions
* Set realistic expectations

### **3. Test and Improve**

* Always test your agent before using it
* Listen to call recordings
* Make adjustments based on results
* Ask for feedback from your team

### **4. Keep It Professional**

* Use appropriate language
* Avoid slang or jargon
* Maintain a consistent tone
* Follow your company's voice

## Next Steps

Now that you understand how to create agents:

1. **Go to the Agents section** and click "Add New Agent"
2. **Fill out the basic information** (name, organization, messages)
3. **Set up the call context** by configuring your [prompt](/agents/prompt)
4. **Add appropriate rules** to keep your agent on track
5. **Test your agent** to make sure it works correctly

<Check>
  **Ready to create your first AI agent?** Follow these steps to build a professional, effective virtual caller that represents your business perfectly.
</Check>

***

**Need help with prompts?** Check out our [Prompt Guide](/agents/prompt) to learn how to write effective instructions for your AI agents.

**Want to learn about tags?** Visit our [Tags Guide](/agents/tags) to understand how to add special commands to your prompts.