Create an Agent

Open Agents to set up a phone assistant. Start with its task, then add a Persona, greeting and conversation instructions. You need permission to create Agents.

1. Define the job

Write one sentence before opening the wizard: “Collect the caller's name, request and confirmed callback number.” Choose how your team should receive the request, such as an email after the call.

2. Set identity and greeting

Open Agents, create an Agent and select the voice workflow. In the configuration wizard, complete:

Field	Example	Purpose
Title	Callback reception	Internal workspace label
Agent name	Nuvo	Spoken identity
Persona	You are Nuvo, the digital assistant for NuvoCar Autohaus. Speak to callers in a friendly and concise manner.	Identity, company and tone
Greeting	Welcome to NuvoCar Autohaus. I am Nuvo, the digital assistant. How can I help?	Introduce the call
Timezone	Your service's local timezone	Local date and time context

Replace the example details with your own. Include {persona} in the system prompt. Maintain the company name and general tone in the Persona field.

Keep the greeting short. If it should play fully, enable the greeting interruption protection offered in the editor.

3. Configure speech and behavior

Select the primary caller language, a suitable speaking voice and an available conversational model. Add a system prompt that defines the task, required information, confirmation and fallback. Retain conversation history and include {conversation_history} when the Agent needs previous turns.

Add knowledge or tools only for a named task. A callback email requires a configured Email Tool or post-processing delivery.

4. Save and test

Connect a test phone number and check its routing settings. Test a complete request, a correction and a missing caller number. Confirm both the spoken outcome and any actual delivery.

Continue with Agent options, then use the go-live checklist.