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Before You Start

You need:
  • An active itellicoAI account
  • A clear use case (support, booking, lead qualification, outreach)
Optional but useful:
  • Website URL(s)
  • Docs/FAQs for Knowledge

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Open the Create Flow

  1. Go to AI Agents
  2. Click Create Agent
  3. Enter a name for your agent
  4. Pick a language preset (or leave as Multilingual)
  5. Optionally choose an agent template to start with a pre-built prompt for common use cases (receptionist, appointment booking, lead qualification, and more)
  6. Click Create
Your new agent opens in the Agent Editor, where you can configure every aspect of its behavior.

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What to Configure

Once in the Agent Editor, work through the key tabs:
  • General — name, language, AI model, voice, and background sounds
  • Prompt — define the agent’s role, rules, and conversation flow
  • Knowledge — connect documents and web content the agent can reference
  • Tools — add actions like call transfer, calendar booking, or custom API calls
  • Call Flow — set the greeting, turn-taking speed, and hang-up behavior
  • Analytics — define goals and insight questions to measure after each call
  • Notifications — set up automatic emails and tasks based on call outcomes
  • Privacy — configure announcements, recording, and data retention
You can also start from a template. Open the Prompt tab and click Browse Templates to pick a pre-built prompt for common use cases like front desk, appointment booking, lead qualification, and more.

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Next Steps

Agent Editor

Configure prompt, tools, conversation, and deploy settings

Prompt

Write and refine the agent prompt

Deploy

Connect channels and receive live conversations

Test

Validate behavior before production traffic