Step 1: Create a New Agent
1
Navigate to Flow Agents
From the dashboard sidebar, click Flow Agents.
2
Click Create New Agent
Click the Create New Agent button in the top right corner.
3
Enter Agent Details
Fill in the creation form:
- Name: Give your agent a descriptive name (e.g., “Customer Support Agent”)
- Description: Optional description of what the agent does
- Language: Select the primary language (default: English US)
Step 2: Build the Flow
After creation, you’ll enter the Flow Canvas. A Start node is automatically added.1
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:
2
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:
3
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.
4
Add an End Call Node
Drag an End Call node from the sidebar onto the canvas.Configure it:
- Farewell Message:
5
Add a Transition
In the Conversation node, scroll to Transitions and click Add Transition:
- Condition: “The customer indicates they are done or says goodbye”
- Go to: Select the End Call node
Step 3: Test Your Agent
1
Open Test Panel
Click the Test button in the top toolbar to open the test interface.
2
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
3
Verify the Flow
Test different scenarios:
- Ask a few questions
- Say “That’s all, thank you” to trigger the end transition
- Confirm the farewell message plays
Step 4: Save and Publish
1
Save Your Work
Click Save in the top toolbar. Your flow auto-saves, but manual save ensures all changes are captured.
2
Activate the Agent
Toggle the Active switch in the top toolbar to enable the agent for live calls.
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