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This page walks through every section of the agent wizard. If you’d rather just get something on a phone, see the quickstart.

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1. Start a new agent

From the sidebar, click Agents → New agent. Choose:
  • Blank — start from scratch
  • Template — start from a preset (sales, support, scheduler, etc.) and customize
Both create a draft you can edit freely.

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2. Purpose & Personality

The first section seeds the rest of the prompt.
FieldWhat to write
IndustryThe vertical your agent operates in (e.g. home services, SaaS)
PurposeOne or two sentences — what is this agent for?
PersonalityA few adjectives — warm, concise, professional
LanguagePrimary language for the conversation
VoiceThe TTS voice. Click Preview to hear samples
Anyreach uses these inputs to auto-generate a starting prompt in the next section.

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3. Agent Instructions

This is the heart of the agent — the conversation flow. Click Generate instructions to draft a flow from your purpose, then edit. A good flow includes:
  • An opening line the agent always says
  • The goals it should accomplish
  • The questions it should ask, in order
  • A closing behavior (confirm next steps, hang up gracefully)
Instructions support markdown. Use bullet lists for steps, and keep imperative voice (“Ask for the customer’s name” > “You should ask for the customer’s name”).

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4. Rules & Boundaries

Hard rules the agent must follow regardless of conversation flow. Examples:
  • Never quote pricing — defer to a human
  • Never make medical or legal recommendations
  • If asked about competitors, redirect politely
These are appended to the prompt with strong emphasis. Keep them short and unambiguous.

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5. Knowledge

Click Attach knowledge base and pick one or more KBs. The agent will retrieve from these whenever a caller asks a factual question. If you haven’t built a KB yet, see Uploading documents.

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6. Abilities

Tools the agent can call mid-conversation. See Tools for the full reference. Common picks:
  • Transfer to a human — cold or warm handoff
  • Workflow — invoke a published workflow with parameters
  • Knowledge base lookup — explicit query (the agent already does implicit retrieval, but explicit lookups are useful when you want a specific KB queried for a specific reason)
  • DTMF — send tones to navigate IVR menus

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7. Advanced Instructions

Optional. Lets you override specific prompt sections (e.g. silence handling, interruption behavior, how to handle profanity). Defaults are good for most agents — skip this section unless you’re tuning.

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8. Deployment

Where you go live.
1

Assign phone numbers

Pick from your provisioned numbers, or buy a new one.
2

Publish

Click Publish in the top-right. This freezes a new version and routes traffic to it.
3

Optional: deploy as SIP

For BYOC setups, click Deploy as SIP to expose a SIP endpoint instead of a Twilio number.

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Iteration loop

Most teams iterate as follows:
  1. Test in the simulator after every prompt change (Testing agents)
  2. Place a few real calls from your phone after each publish
  3. Review transcripts in Conversations, look for failure patterns, refine prompts and rules
Don’t try to make the agent perfect on day one — ship something safe, learn from real calls, iterate.