Step 1: Create a New Agent
Step 2: Build the Flow
After creation, you’ll enter the Flow Canvas. A Start node is automatically added.Configure the Start Node
Click on the Start node to select it. In the right panel:
- Set Speaker First to “Agent” (the agent speaks first)
- Enter a Greeting Message:
Add a Conversation Node
From the left sidebar, drag a Conversation node onto the canvas below the Start node.Click on the Conversation node and configure:
- Mode: Prompt (AI generates responses)
- Prompt: Enter instructions for the AI:
Connect Start to Conversation
Click the handle (small circle) on the bottom of the Start node and drag to the top handle of the Conversation node. A connection line will appear.
Add an End Call Node
Drag an End Call node from the sidebar onto the canvas.Configure it:
- Farewell Message:
Step 3: Test Your Agent
Start a Test Chat
Type a message like “Hi, I have a question about your products” and press Enter.Watch as:
- The active node highlights on the canvas
- The AI responds based on your prompt
- Transitions activate when conditions are met
Step 4: Save and Publish
Save Your Work
Click Save in the top toolbar. Your flow auto-saves, but manual save ensures all changes are captured.
Your First Flow
Here’s what your completed flow should look like:Next Steps
Flow Canvas
Learn about the canvas interface in detail
Conversation Stage
Deep dive into conversation node configuration
Voice Settings
Configure your agent’s voice and speech
Attach Phone Number
Connect your agent to a phone number