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Onboarding your first agent
Nuteq AI onboarding is a wizard that turns your answers about your business into a working agent that is ready for a test call.
The onboarding wizard turns your answers about your business into a working agent. You can edit anything it creates later in the agent editor.
What it asks
The wizard has two screens of questions. Then you wait a short time while Nuteq AI builds your agent.
- On "Tell us about your business", enter your Business name.
- Enter your Website. This field is optional. Nuteq AI reads your website so the agent knows your services, hours, and location.
- Under "What kind of business is it?", choose your business type. Choose Something else if none fits.
- Select Continue.
- On "Choose a voice", choose a Language. The note under it lists the languages callers can use. You can add more languages in the agent settings later.
- Choose a Voice. Nuteq AI picks one that fits your business. You can listen to others and change it.
- Select Create my agent.
The wizard does not ask whether your agent answers or makes calls. One agent does both. You choose the purpose of an outbound campaign when you create the campaign.
What it sets up
The wizard creates your first project and agent. It writes the instructions and knowledge entries from your answers and your website. It also prepares the channels you selected. When it finishes, you land in the dashboard. You can place a test call at once.
Fix something the wizard got wrong
Do not redo onboarding for a small error. Open the agent editor. Change the instructions or add the missing detail to the knowledge base.
Re-run the wizard only to change several answers at once. It rebuilds the instructions and knowledge from scratch. It does not keep your edits.
After onboarding
- Agents: change the instructions, voice, and tools.
- Phone numbers: connect a real phone line.
- Connect your first channel: add SMS, WhatsApp, or the website widget.
By Nuteq AI TeamPublished Updated 1 min read
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Related content
- Connect your first channelConnect your first channel: a phone number, website widget, WhatsApp, or SMS, so real customers can reach your agent.Read more
- Make your agent liveMake your agent live so real customers can reach it. Choose who answers, connect a channel, and test before you share the number or widget.Read more
- InstructionsWrite agent instructions as one prompt that tells your AI receptionist who it is, how to behave, and what not to say.Read more
- Voice and language settingsVoice and language settings: choose your agent's voice, the languages it understands, how fast it talks, and its start message.Read more
Frequently asked questions
- What information does the onboarding wizard ask for?
- It asks for your business name, your website (optional), your business type, and the language and voice for your agent. It does not ask whether the agent answers or makes calls. One agent does both.
- Do I choose between an agent that answers calls and one that makes calls?
- No. Every agent answers calls and can run outbound campaigns. You choose the purpose of a campaign when you create the campaign.
- Can I change what the wizard set up afterward?
- Yes. You can edit everything the wizard creates, including the instructions and knowledge entries, in the agent editor.
- Can I run the onboarding wizard again for a second agent?
- Yes. Run the wizard again to set up another agent. Each agent has its own instructions, knowledge, and channel setup.
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