Agents

Create an agent

Pick one of the three build routes, name the agent, pick its voice, and land on its detail page with every other setting on a default you can change.

Creating an agent asks for two things: a name and a voice. Everything else is either seeded from the route you picked or set to a default you can change afterwards on the agent's detail page. Expect to finish in a couple of minutes and to spend the rest of your time on the persona.

What you need

  • Membership of the workspace you are creating in.
  • At least one active voice in the voice library. With none, the create step says No voices are available yet, so an agent cannot be created.
  • Room in your plan. New agents count against your plan's active-agent limit. Archived agents do not count.

Steps

Step 1: Open the chooser

On the agents list, select Build New Agent. If your workspace is already at its plan limit, the portal shows Plan limit reached instead of opening the chooser.

Step 2: Pick a build route

The chooser asks How would you like to create your agent? and offers three:

Route What it does Questions it asks
Create with AI Interviews you, reads any files you upload, then a model designs the agent Six questions, then an optional sources step
Start with a template Starts from a written persona for a common job Template, then what it handles, then name and voice
Start from scratch Starts from a generic persona Name and voice only

Create with AI is a different flow with its own page. See Build an agent with AI.

Step 3: Pick a template

Template route only. The step is headed Browse templates and lists six ready-made agents, four to a page, with a Search templates field: Customer Support, Hotel Reservations, Shopping Assistant, Clinic Receptionist, Restaurant Bookings and Lead Qualification.

Picking one pre-fills the name on the last step with the template's own name.

Step 4: Say what the agent handles

Template route only. The step asks What should this agent handle? and offers Customer Service, Booking, Support, Sales, Fix Problems and Other. Your answer appends one sentence to the template's prompt, which you can edit later on the Persona tab.

Step 5: Name it and pick its voice

Fill in Agent Name, then select Choose a voice under Voice and pick one from the voice picker. Both are required before the flow will submit.

Step 6: Create

Select Create. The agent is created and its detail page opens.

Get it right

The name is what you see in the agents list, and it is the fallback the agent introduces itself with when its Personality text names no one. Name it after the job it does.

Recommended

Acme Support (Cairo store)

Less effective

agent-1

Worked example

You pick Start with a template, choose Customer Support, answer Customer Service, name it Acme Support and pick an Egyptian Arabic voice.

The Agent created toast appears with the body {name} is ready. and the agent opens on its Overview tab. Its Personality already holds the Customer Support prompt plus one sentence for customer service, its voice is the one you picked, and retrieval is off. You then open Persona, replace the prompt with your own, and attach your returns policy on Knowledge.

What happens next

The prompt the agent starts with depends on the route. A template route uses the template's own prompt plus the sentence for the job you picked. A scratch route uses a generic starter prompt built from the name you typed. The language of that starter text follows the voice you picked: an Arabic voice produces the Arabic version, any other voice produces the English one.

Everything you were not asked for starts on a default:

Setting Value a new agent gets
Status Live
Time zone UTC
Working hours Disabled, 09:00 to 17:00 when you turn them on
Voice speed 1.0
Voice guidance (cfg) 2.0
Diffusion steps 48
Diacritization (tashkeel) Off
Default voice The single voice you picked
Model temperature 0.7
Reasoning effort Empty, and forced empty when the model does not support it
Retrieval Off, with topK 5 and minSimilarity 0.7 ready for when you turn it on
Database tools Off, with topK 5 and scoreThreshold 0.5
System tools All three present and disabled
Selected tools None

Retrieval starts off, so a brand-new agent ignores knowledge until you turn it on, even after you attach sources. Turn it on from the agent's Knowledge tab.

Limits

Limit Value Applies to
Name length 1 to 100 characters name
Description length 500 characters description
Prompt length 1 to 8000 characters systemPrompt
Greeting length 500 characters firstMessage
Voices At least 1, exactly one default voices
Speaking rate 0.5 to 2.0 speed
Guidance scale 1.0 to 5.0 cfg
Diffusion steps 16, 32, 48, 64 or 128 numSteps
Temperature 0 to 2 llm.temperature
Reasoning effort Empty, minimal, low, medium or high llm.reasoningEffort
Active agents Set by your plan Live agents

Troubleshooting

No voices are available yet, so an agent cannot be created

The voice library has no active voice in it. Ask a workspace admin to publish a voice, then reopen the flow.

Plan limit reached

The dialog body reads Your plan allows {limit} agents. Archive an existing agent or upgrade your plan to create another. Archive an agent you are not using, or upgrade. Archived agents are not counted.

Couldn't create agent. Try again.

The create call failed for a reason the portal could not read. Retry. When a more specific reason comes back, the flow shows that text instead, directly above the footer buttons.

unknown_model

The model named in the create call is not in the live catalogue. The portal's own flows always send a model from the catalogue, so this reaches you through the agents API. Send a model from the catalogue.

FAQ

Can I change the route I picked afterwards?

No, and you do not need to. The route only decides which questions you answer and what text the agent starts with. Every field it set is editable on the agent's detail page.

Does the blank route really set up nothing?

It asks you for nothing but a name and a voice, then writes a generic starter prompt and a generic greeting. It is blank in the sense that it carries no job-specific wording, not in the sense that its fields are empty.

Why does my new agent ignore the documents I attached?

Retrieval starts off. Turn on Enable retrieval on the agent's Knowledge tab before the agent will read any attached knowledge.

Where does the agent's spoken name come from?

From the name written inside its Personality text. The Name field is the fallback. See Write the persona.

Can I create an agent that starts archived?

Through the agents API, yes: an agent created as archived skips the plan-limit check. The portal's own flows always create a live agent.