Quickstart: Create Your First Agent

This guide will walk you through creating and testing your first SipPulse AI agent in just 5 minutes.

Prerequisites

• A SipPulse AI account (Sign up here if you don't have one)
• Credits in your account (new accounts include starter credits)

Step 1: Navigate to Agents

1. Log in to SipPulse AI
2. Click Agents in the sidebar menu

Step 2: Create a New Agent

1. Click the Create Agent button in the top right corner
2. You'll see the template selection modal with two options:
   • Use a Template: Pre-configured agents for common use cases
   • Start from Scratch: Build a custom agent from the ground up

Recommended for Beginners

Select a template to get started quickly. Templates include pre-configured instructions and settings that you can customize later.

Option A: Using a Template

1. Browse templates by category (Customer Service, Sales, Internal, Healthcare, Financial, Utilities)
2. Click on a template card to preview it
3. Click Use Template to create an agent based on it

Option B: Starting from Scratch

1. Click Start from Scratch
2. You'll be taken to the agent configuration page

Step 3: Configure Your Agent

The agent configuration has several sections:

Profile Tab

• Name: Give your agent a descriptive name
• Description: Briefly describe what this agent does
• Language: Select the primary language for the agent

Instructions Tab

• System Instructions: Define your agent's personality, knowledge, and behavior
• Write clear instructions about how the agent should respond and what it should know

Example instructions:

You are a friendly customer support agent for Acme Corp.
- Always greet customers warmly
- Be helpful and patient
- If you don't know something, offer to transfer to a human agent
- Keep responses concise but complete

Voice Settings Tab (Optional)

If you want your agent to handle voice calls:

• TTS Model: Select a text-to-speech provider
• Voice: Choose a voice that matches your brand
• Language: Confirm the voice language

Step 4: Test Your Agent

1. Save your agent configuration
2. Click on the agent name to open the Playground
3. You can test in two modes:
   • Chat: Type messages to test text-based conversations
   • Voice: Test voice interactions (requires microphone)

Testing Tips

• Start with simple questions to verify basic functionality
• Test edge cases and unexpected inputs
• Verify the agent stays within its defined scope

Step 5: Deploy Your Agent (Optional)

Once you're satisfied with your agent's performance, you can deploy it to various channels:

1. Navigate to the Deploy tab
2. Choose your deployment channel:
   • SIP: Connect to phone systems
   • WhatsApp: Integrate with WhatsApp Business
   • Chat Widget: Embed on your website
3. Follow the channel-specific setup instructions

Next Steps

Congratulations! You've created your first agent. Here's what to explore next:

• Agent Configuration - Deep dive into all configuration options
• Adding Tools - Give your agent capabilities like API calls
• Knowledge Base - Connect your agent to your documentation
• Deploying Agents - Go live with your agent

Troubleshooting

Agent not responding as expected?

• Review your instructions for clarity and completeness
• Make sure the language settings match your test inputs
• Check that the LLM model is appropriate for your use case

Voice not working?

• Verify you've selected a TTS model and voice
• Check that your browser has microphone permissions
• Ensure the voice language matches your agent's language

Need more help? Visit our Support page or check the FAQ.