AI Agent Wizard & Templates
Get a new AI phone agent started fast: generate a call flow from a description of your business or a document, or begin from a ready-made template.
Created: September 16, 2026
Updated: September 16, 2026
Overview
Go to AI Phone Agents and click Add New AI Agent. The Create New Agent sheet opens ("Choose a template to get started or create from scratch"). Click a card to continue, or the × to close.
Every option opens the same agent editor, described in Create your first AI Phone Agent. The difference is how much is filled in for you.
Which Option to Choose
| Card | Best when | Saved right away? |
|---|---|---|
| Start from blank | You already know what to write, or you're pasting an existing script. | No — click Save |
| AI Agent Wizard | You want a custom first draft for your business, optionally from your own SOP or call-flow document. | No — click Save |
| A template | Your use case matches one of the examples and you want to edit a working sample. | Yes — created immediately |
Start from Blank
"Create a custom AI phone agent from scratch." The editor opens with the name New Agent, the welcome message "Thank you for calling. How can I help you today?" on both tabs, empty instructions, a default voice, language English (US), and time zone America/Los_Angeles. Nothing is created until you click Save.
AI Agent Wizard
"Describe your company type and (optionally) attach a PDF or DOCX workflow." AI writes a welcome message and a step-by-step call flow for you.
- Click the AI Agent Wizard card. The template cards are replaced by the wizard form.
- Fill in the fields below. Only the company type is required.
- Click Generate Agent. It shows Generating... — this can take up to a minute or two, especially with a document.
- On "Generated! Redirecting to setup...", the agent editor opens with the draft filled in.
- Review and edit, rename the agent, then click Save.
Click Cancel or Close to go back to the template cards.
Wizard Fields
| Field | What to enter |
|---|---|
| What type of company is this? (required) | Company name and what it does, e.g. Bright Smiles Dental — general dentistry & implants or ACME HVAC — residential heating & cooling service. |
| Extra details (optional) | Hours and holidays, locations and service area, transfer rules, languages, pricing/quote policy, booking rules, top FAQs, required info (e.g. VIN or year/make/model). |
| Attach PDF or Word .docx (optional) | A workflow, call flow, or business-details document. The AI treats it as the primary source. Max 15 MB; .pdf or .docx. Click Remove to detach it. |
| Tone | Friendly (default), Formal, or Upbeat. |
What It Generates
- Welcome Message — a one-line greeting.
- Instructions — a numbered, step-by-step call flow, including transfer/escalation steps and what to do with requests the agent can't handle.
The same text is placed on both the Inbound Agent and Outbound Agent tabs. It's written for callers phoning you, so rewrite the Outbound tab if the agent will place calls. Everything else — voice, knowledge base, tools, dispositions, phone numbers — uses the blank-agent defaults and is yours to set.
The draft may include steps like transferring calls or booking appointments. The agent can only do those if you add the matching tools (Transfer Call, Function, etc.). Remove or adjust any step it can't perform, and check facts like prices and hours.
Tips for Better Results
- Be specific: "La Palma — Mexican restaurant (pickup & delivery)" beats "restaurant".
- List the information the agent must collect, in order.
- Upload a text-based PDF or DOCX. Scanned images without selectable text can't be read and are ignored. Very long documents are shortened, so put the call flow first.
- Put reference facts (menus, price lists, policies) in the agent's Knowledge Base after generating.
Templates
Clicking a template creates and saves a new active agent straight away, then opens it in the editor. Templates fill in the name, welcome message, and instructions on the Inbound Agent tab. The Outbound Agent tab starts empty.
| Template | Agent name | Set up for |
|---|---|---|
| Virtual Receptionist | Virtual Receptionist | Greeting callers for a small business, collecting name and callback number, answering simple questions, routing calls, and taking messages (recipient, message, callback time) with read-back. |
| Customer Service | Customer Service Agent | General support: basic help with common issues, collecting order/account number and issue details for escalation, confirming, and promising follow-up. |
| Restaurant Order | Restaurant Order Agent | Dine-in, pickup, or delivery orders for a sample restaurant: phone, name, address, items, sides, drinks and desserts, total, payment, ready time. |
| Hotel Booking | Hotel Booking Agent | New reservations (dates, room type, guests, requests, contact), rate quotes, modifications and cancellations, 24-hour cancellation policy. |
| Car Rental | Car Rental Agent | Pickup/drop-off, dates, vehicle class, age rules, insurance, sample daily rates, changes, and fuel/late/cancellation policies. |
| Medical Check-in | Medical Check-in Agent | Clinic/urgent-care appointments: who the visit is for, reason, patient details, insurance, symptom screening, provider/location, date and time, what to bring. |
| Order Status | Order Status Agent | Order lookup by order/tracking number (or name, email, ZIP), delivery status and ETA, late, missing, or damaged orders, and returns. |
Customize a Template
Templates are examples. Before going live:
- Replace sample business names (e.g. Matteo's Kitchen, Sunset Inn, FastCars Rental, QuickShip), prices, and policies with your own.
- The welcome messages introduce the agent as Giselle — change the name or choose a matching voice in 🎙 Voice.
- Templates tell the agent to use only English or Spanish. Edit that line if you need something different, and set Language.
- Steps like taking card payments, looking up orders, or transferring calls need real tools; otherwise remove them.
- Fill in the Outbound Agent tab if you'll use Call Me, batch calls, or the widget's Call me.
- Add Dispositions and Call Data so results are easy to report and act on.
Because a template agent is saved immediately, closing the editor still leaves it in your list. Delete it from AI Phone Agents if you don't want it.
Next Steps
- Test with Talk, then assign a phone number — Create your first AI Phone Agent.
- Choose voices — Voices.
- Add actions — Function and DTMF tools.
- Email or ticket results automatically — After Call Actions.
- Call out — Outbound Calls and Batch Calls.
- Put the agent on your site — Website Widget.
Troubleshooting
| Problem | What to do |
|---|---|
| Generate Agent is disabled / "Please enter a company type." | Fill in What type of company is this? |
| "Please upload a PDF or Word (.docx) file." | Convert .doc, Google Docs, or other files to PDF or DOCX. |
| "File is too large. Max 15 MB." | Remove images or split the document. |
| Draft ignores my document | The file probably has no selectable text (a scan). Export a text PDF or paste the key points into Extra details. |
| "Failed to generate agent content." or another error | Try again in a minute. If it keeps failing, use Start from blank or a template and contact support. |
| Wizard text lost after leaving the editor | Wizard and blank agents aren't saved until you click Save. Generate again. |