# 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](https://docs.vinsi.ai/getting-started/first-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. 1. Click the **AI Agent Wizard** card. The template cards are replaced by the wizard form. 2. Fill in the fields below. Only the company type is required. 3. Click **Generate Agent**. It shows **Generating...** — this can take up to a minute or two, especially with a document. 4. On "Generated! Redirecting to setup...", the agent editor opens with the draft filled in. 5. 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](https://docs.vinsi.ai/tools/function) (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: 1. Replace sample business names (e.g. _Matteo's Kitchen_, _Sunset Inn_, _FastCars Rental_, _QuickShip_), prices, and policies with your own. 2. The welcome messages introduce the agent as **Giselle** — change the name or choose a matching voice in [🎙 Voice](https://docs.vinsi.ai/ai-phone-agents/voices). 3. Templates tell the agent to use only English or Spanish. Edit that line if you need something different, and set **Language**. 4. Steps like taking card payments, looking up orders, or transferring calls need real [tools](https://docs.vinsi.ai/tools/function); otherwise remove them. 5. Fill in the Outbound Agent tab if you'll use **Call Me**, batch calls, or the widget's Call me. 6. 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](https://docs.vinsi.ai/getting-started/first-phone-agent). - Choose voices — [Voices](https://docs.vinsi.ai/ai-phone-agents/voices). - Add actions — [Function](https://docs.vinsi.ai/tools/function) and [DTMF](https://docs.vinsi.ai/tools/dtmf) tools. - Email or ticket results automatically — [After Call Actions](https://docs.vinsi.ai/tools/after-call-actions). - Call out — [Outbound Calls](https://docs.vinsi.ai/telephony/outboundCalls) and [Batch Calls](https://docs.vinsi.ai/telephony/batchCall). - Put the agent on your site — [Website Widget](https://docs.vinsi.ai/ai-phone-agents/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. |