​
Overview

This quick start guide is for new users who just registered and want to configure their account from zero.
Follow these steps to select a subscription plan, add a phone number, connect Google Calendar, and create your first AI Call Agent.

​
Steps

​
1. Select a Subscription Plan

  1. Go to Subscription Plans.
  2. Choose the plan that fits your needs (plans vary by region/account).
  3. Add or update your payment method when prompted.
  4. Confirm your subscription and activate billing.
  5. Once active, you can view/download invoices.

​
2. Add a Phone Number

Open Add Number and choose one of the following: Option A – Purchase a Number
  • Select Country and, optionally, an Area Code.
  • Choose Local Number (typical) or Toll-Free Number.
  • Click Search Available Numbers and pick one.
  • Confirm the monthly price and click Purchase Selected Number.
Option B – Import from Twilio
  • Open Import from Twilio.
  • Enter your Twilio Account SID and Auth Token.
  • Search and select numbers to import.
Option C – Add Personal Number (Outbound Caller ID)
  • Enter your number in E.164 format (e.g., +14155550123).
  • Verify via automated call and code entry.
  • Note: Personal Numbers can only be used for outbound agents — not for inbound routing.

​
3. Connect Google Calendar

  1. Go to Actions → Google Calendar and click Add Account.
  2. Sign in with your Google account and grant permissions.
  3. In Appointments, select the calendar for booking.
  4. Configure Appointment Title, Timezone, and Working Hours.
  5. Enable Schedule Appointments in your agent’s Call Actions.

​
4. Create Your AI Call Agent

Step 1 — Basic Information
  • Name your agent.
  • Select Inbound or Outbound type.
  • Set max call duration and retry rules.
  • Choose AI type: Standard or Knowledge-Based.
  • Enable optional call settings as needed.
Step 2 — Voice & Language
  • Pick conversation language.
  • Select a voice and playback speed.
Step 3 — Prompts & Behavior
  • Choose a category.
  • Add greeting message and conversation prompt.
  • Use variables (e.g., [first_name], [appointment_date]) for personalization.
Step 4 — Call Actions & Data Extraction
  • Enable required actions (e.g., Schedule Appointments, Forward to Human).
  • Link Google Calendar if scheduling.
  • Define data entities to capture (e.g., appointment details).
Save changes — your agent is ready.

​
Tips & Notes

  • Keep at least one local number per target region.
  • Test calls before going live.
  • Personal Numbers are outbound-only — use virtual numbers for inbound.
  • Use a dedicated booking calendar to avoid conflicts.
  • [[Create-AI-Agent/Billing]]
  • [[Create-AI-Agent/Configure-Numbers]]
  • [[Create-AI-Agent/Google-Calendar]]
  • [[Create-AI-Agent/Create-Agent]]