Before you begin¶
To set up your first Agent, you need a workspace, a phone number and a task. Start by collecting a callback request, then add delivery to your team.
You need¶
- A Nuvoca workspace and permission to create or edit Agents.
- Access to Routing, or a teammate who can assign a number.
- An available workspace number and a phone for your test call.
- One clear outcome, such as collecting a complete callback request.
- A destination for requests: a team inbox, an external system or a person.
If a menu is missing, check workspace access. If no usable number is available, ask your workspace administrator or Nuvoca contact to arrange one.
Define the first outcome¶
Write one sentence before editing the prompt:
The agent records the caller's name, callback number and reason, then passes the confirmed request to our service team.
Decide what should happen if information is missing or delivery fails. For example, the Agent can ask for a callback number or explain that the request could not be sent.
Choose a starting point¶
| Situation | Guide |
|---|---|
| This is your first setup | First voice agent |
| You need to understand the components | How Nuvoca works |
| An agent already works and is ready for launch | Go-live checklist |
| Several teams handle different intents | Agentic Flows |
Prepare safe test data¶
Use fictional names and a controlled destination. API, email, SMS and forwarding tests can contact real external systems or people. Know where each test goes before running it.
Once these items are ready, set up your first voice agent.