> ## Documentation Index
> Fetch the complete documentation index at: https://aicalldoc.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Create Agent

> This guide walks you through the updated step-by-step process to create and configure an AI agent.

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## Step 1: Basic Information

Begin by entering the core settings for your agent:

* **Agent Name**\
  Internal name used to identify your agent in the platform.

* **Agent Type**
  * **Inbound** – Handles incoming calls to your number.
  * **Outbound** – Makes calls to your contacts.

* **Maximum Call Duration**\
  Time limit per call (allowed range: **1–30 minutes**). Use lower values for triage or high-volume flows.

* **Intelligence Type**
  * **Standard AI** – Uses general AI knowledge for conversations.
  * **Knowledge-Based** – Uses your uploaded documents to answer domain-specific questions.

* **Optional Call Settings**
  * **Enable answering machine detection** – Detects voicemail/answering machines.
  * **Add office background ambience** – Subtle noise to sound more natural.
  * **Record calls** – Required to access **transcriptions**, **recordings**, and **extracted data**.
    > If disabled, transcripts/recordings and any extracted entities won’t be available.

* **Retry Attempts & Delay**
  * **Retry Count** – Number of retry attempts if the call fails (e.g., **0** by default).
  * **Retry Delay (minutes)** – Time between retries (e.g., **30** by default).

* **Welcome Prompt Delay (ms)**\
  Delay before playing the initial greeting (e.g., **1000 ms** for a natural pause).

* **Webhook URL (Optional)**\
  Endpoint to receive **call events** and **transcripts** in real time. Ensure it returns **200 OK**.

***

## Step 2: Voice & Language

Configure language and voice so your agent sounds right for the use case:

* **Language** – Primary conversation language (e.g., English, Spanish, etc.).
* **Audio Speed** – Slider to set **Slow / Normal / Fast** pacing.
* **Voices** – Choose from **Default Voices** (male/female options) or **Cloned Voices**.
* **Preview** – Use the play icon to audition a voice before saving.

> Tip: Keep speed at *Normal* for booking/sales flows; increase slightly only if users are impatient or scripts are short.

***

## Step 3: Prompts & Behavior

Define how the agent greets, behaves, and extracts information:

* **Category**\
  Select the category that best matches your use case.

* **Greeting Message**\
  First sentence the caller hears when the call connects. Keep it short, friendly, and on-brand.

* **Conversation Prompt**\
  Detailed instructions that set **role**, **tone**, **policy boundaries**, and **objectives**.\
  Include guidance for tricky cases (e.g., rescheduling, objections, emergencies).

* **Available Variables**\
  Use dynamic tags to personalize content. Examples seen in the UI include:\
  `[address]`, `[agent_name]`, `[amount]`, `[appointment_date]`, `[appointment_type]`, `[city]`,\
  `[company_name]`, `[contact_name]`, `[date]`, `[email]`, `[first_name]`, `[name]`,\
  `[product_name]`, `[state]`, `[time_of_day]`, `[zipcode]`.
  > Variables are replaced at runtime. Unknown tags resolve to empty values.

***

## Step 4: Call Actions & Data Extraction

Make your agent actually do things (schedule, handoff) and capture structured data:

* **Call Actions**
  * **Schedule Appointments** – Enables booking flows.
  * **Forward to Human** – Transfers the call when escalation is required.

* **Calendar Integration (Google Calendar)**\
  Choose the account and specific calendar used for **availability checks** and **booking**.\
  Events from the **selected** calendar are respected when scheduling.

* **Data Extraction Configuration**
  * Define **entities** you want to capture from the conversation (name + definition).\
    Example:
    * **Entity:** `Appointment`\
      **Definition:** “Extract appointment details (date/time) from the transcript.”
  * Extracted entities appear in call reports and can be used by integrations.

***

**Save Changes** to activate your agent and start using it.