Before You Start
- itellicoAI account (sign up here)
- A use case in mind (support, booking, sales, etc.)
- If you were invited into an existing account, make sure you are in the correct account before you create or test agents
Step 1: Create Your Agent
1
Open AI Agents
Click AI Agents in the sidebar and then Create Agent.
2
Set up your agent
Enter a name, pick a language preset, and optionally choose one of the starter templates. Then click Create.
3
Configure in the Agent Editor
The Agent Editor opens automatically. Start with the General tab (voice and model), then go to Prompt and paste a starter prompt like this:Adapt this to your use case, or browse more templates in the Prompt tab under Templates.
Step 2: Test Your Agent
1
Open Test Call
In the Agent Editor, click Test Agent in the top-right.
2
Pick a mode
- Web Call — fastest way to test with voice (requires microphone access)
- Chat — text-only, no microphone needed
- Phone Call — calls a real phone number. Requires a phone number in your account first.
3
Iterate
If something’s off, adjust your prompt, knowledge, voice, or tools in the editor, then test again.
Step 3: Deploy
Pick how you want your agent to reach people:- Inbound Phone
- Outbound Campaigns
- Web Widget
Your agent answers incoming calls on a phone number.
- Go to Telephony → Buy Number and purchase a number
- Go to Telephony → Phone Numbers and assign your agent
Step 4: Monitor and Optimize
Dashboard
Monitor agent performance, call volume, and key metrics
Conversations
Review transcripts, flag issues, and track outcomes
Quality Studio
Track and resolve agent quality issues over time
Campaigns
Launch outbound calling campaigns to reach contacts at scale
What To Read Next
Agent Editor
Learn where prompts, tools, knowledge, analytics, and privacy settings live
Deploy
Connect to phone numbers, campaigns, or your website
Manage
Review conversations, tasks, contacts, and quality after launch
Client Service Models
Choose between parent-billed subaccounts, agency access, and hybrid setups