What an agent does
Handles inbound calls
Answer calls 24/7, respond to questions from your knowledge base, and transfer to a human when needed.
Runs outbound campaigns
Dial contact lists automatically, deliver your script consistently, and log outcomes for every call.
Books appointments
Connect your Cal.com calendar and let the agent book, confirm, and reschedule in real time.
Qualifies leads
Ask qualifying questions and capture structured data: budget, timeline, interest level, contact details.
How to set up an agent
Configure
Work through the three tabs: Model (prompt, voice, language), Analysis (data capture, call scoring), and Advanced (phone number, transfer rules, recording, web widget).
Assign a phone number
On the Advanced tab, select a Twilio number from the dropdown. The agent answers every inbound call to that number the moment you save.
You need a Twilio account and at least one imported phone number before you can assign a number to an agent. Import numbers under Agents → Phone Numbers.
Next steps
Create an agent
Full walkthrough of every setting in the agent editor.
Voice settings
Choose a voice, language, and speaking speed.
Knowledge base
Give your agent documents to reference during calls.
Conversations
View transcripts, recordings, and call outcomes.