Quickstart: Create Your First Agent

This guide walks you through creating and testing your first SipPulse AI agent in just a few 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: Understand Your Workspace

After logging in to SipPulse AI, you'll land in your Default Workspace. This is your first project — all resources you create will belong to it.

You can see the active project in the Project Switcher in the sidebar. For now, the Default Workspace is all you need. You can create additional projects later.

Step 2: Navigate to Agents

Click Agents in the sidebar menu. This page lists all agents in the current project.

Step 3: Create a New Agent

1. Click the Create Agent button
2. You'll see a template selection with two options:
   • Use a Template: Pre-configured agents for common use cases (Customer Service, Sales, Healthcare, etc.)
   • 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
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 4: 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

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 5: Test Your Agent

1. Save your agent configuration
2. Click on the agent name to open the Playground
3. 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 6: Deploy Your Agent (Optional)

Once you're satisfied with your agent's performance:

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
   • API: Programmatic access
3. Follow the channel-specific setup instructions

Next Steps

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

• Projects & Workspaces — Organize resources into separate projects
• 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.