In under 2 minutes: create and configure an agent in the portal.
Your first agent in 5 steps
As an example, we build a reception agent that transfers callers to the right team depending on their request.1
Create the agent
Create a new agent through the agent wizard. Give it a name and add a short greeting, e.g. “Hello, you have reached reception. How can I help?”
2
Recognize the request
In the flow editor, add a conversation state where the agent uses the built-in tool
classify. Define the possible categories – e.g. vertrieb, support, sonstiges. The agent assigns the request to exactly one of them.3
Transfer
Connect each category to a target: add one transfer state each with the matching phone number (sales, support, front desk). For unclear cases you can instead ask a follow-up question or hang up.
4
Test call
Check the agent with a test call right in the browser – with no real call. Speak typical requests and see whether they are classified and transferred correctly. Details: Test agents.
5
Publish & assign a phone number
Publish the flow as a version, activate it and assign the agent a phone number. From then on, new calls use the active version.
Done – what now?
Your agent answers calls, recognizes the request and transfers reliably. From here you extend it step by step:Refine conversations
More states, follow-up questions and branches in the flow editor.
Connect business systems & tools
Handle real cases – such as booking appointments – via connectors or MCP servers.