Onboarding your first agent

The onboarding wizard turns plain-language answers about your business into a working agent. You can re-run it or edit anything it produced later in the agent editor.

What it collects

• Your business name, hours, and services.
• How the agent should greet callers and handle questions it cannot answer.
• Whether the agent should book appointments, capture leads, or both.

What it sets up

Behind the scenes the wizard creates your first project and agent, seeds the prompt and knowledge entries from your answers, and prepares the channels you selected. When it finishes you land in the dashboard where you can place a test call immediately.

After onboarding

• Agents is where you tune the prompt, voice, and tools.
• Phone numbers connects a real line when you are ready.