1. Setup & Persona

Start in the Flow tab. Double click the Start Node to give your agent a distinct name, choose a voice, and set the core behavior.

2. External Tools

Give your agent "hands". Connect Calendars or Email. Use MCP Servers to link internal databases so the AI can perform actions mid-call.

3. Knowledge Base

In the Knowledge tab, feed the agent PDFs, Docs, or Scraped Websites. This data becomes the agent's memory, allowing it to answer specific questions automatically.

4. Mapping the Logic

In the Flowbuilder, each node you drop represents a specific goal or action:

• Interaction: Guide the caller through specific steps.
• Decisions: Branch paths based on user intent.
• Transfer: Move the call to a human team seamlessly.
• Post-Call: Trigger SMS, Emails, or Webhooks when the call ends.