> ## Documentation Index
> Fetch the complete documentation index at: https://docs.itellico.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Quickstart

> Build your first AI voice agent in under 5 minutes

export const Screenshot = ({lightSrc, darkSrc, alt, caption, maxWidth = "880px"}) => {
  return <div style={{
    margin: "1rem auto",
    maxWidth,
    width: "100%"
  }}>
      <Frame>
        <img className="block dark:hidden" src={lightSrc} alt={alt} />
        <img className="hidden dark:block" src={darkSrc} alt={alt} />
      </Frame>
      {caption ? <p style={{
    marginTop: "0.5rem",
    fontSize: "0.875rem",
    color: "inherit",
    opacity: 0.8
  }}>
          {caption}
        </p> : null}
    </div>;
};

Build a voice AI agent that handles customer conversations over phone and web — no coding required.

## Before You Start

* itellicoAI account ([sign up here](https://app.itellico.ai/signup))
* 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

<Steps>
  <Step title="Open AI Agents">
    Click **AI Agents** in the sidebar and then **Create Agent**.
  </Step>

  <Step title="Set up your agent">
    Enter a name, pick a language preset, and optionally choose one of the starter templates. Then click **Create**.

    <Screenshot lightSrc="/images/agents__create-agent-modal-light.png" darkSrc="/images/agents__create-agent-modal-dark.png" alt="Create Agent form showing name, language, and template fields" caption="Enter a name, pick a language, and optionally choose a template." maxWidth="720px" />
  </Step>

  <Step title="Configure in the Agent Editor">
    The [Agent Editor](/build/getting-started/agent-editor) opens automatically. Start with the **General** tab (voice and model), then go to **Prompt** and paste a starter prompt like this:

    ```text wrap theme={null}
    # Role
    You are Jamie, a front desk receptionist for [Company Name], a [type of business] in [location]. You are calm, professional, and helpful.

    # Objective
    Answer inbound calls, identify what the caller needs, answer common questions, and route or capture details for follow-up.

    # Response Format
    - Keep responses to one to three sentences
    - Ask one question at a time
    - Repeat back critical details like name, callback number, and reason for calling

    # Conversation Flow

    ## Phase 1: Welcome
    Start with: "Thank you for calling [Company Name], this is Jamie. How can I help you today?"

    ## Phase 2: Handle or Route
    Answer simple questions about hours, services, and location. For specialist topics, transfer to the right person or take a callback message.

    # Escalation Triggers
    Transfer to a human immediately if:
    - The caller asks for a manager
    - The caller is frustrated after two attempts to help
    - The request involves legal, safety, billing, or account-specific issues

    # Business Hours
    Monday-Friday: 9:00 AM - 5:00 PM
    Saturday-Sunday: Closed
    ```

    Adapt this to your use case, or browse more templates in the Prompt tab under **Templates**.

    <Screenshot lightSrc="/images/agent-editor__general-tab-light.png" darkSrc="/images/agent-editor__general-tab-dark.png" alt="Agent Editor showing the General tab" caption="Start with General (voice and model), then write your prompt." maxWidth="720px" />
  </Step>
</Steps>

<Tip>
  Think of the prompt like instructions for a new employee on their first day — tell them who they are, how to greet callers, what they can help with, and what to do when they're unsure.
</Tip>

## Step 2: Test Your Agent

<Steps>
  <Step title="Open Test Call">
    In the Agent Editor, click **Test Agent** in the top-right.
  </Step>

  <Step title="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](/launch/phone-numbers) in your account first.

    <Screenshot lightSrc="/images/wizard__test-call-dialog-light.png" darkSrc="/images/wizard__test-call-dialog-dark.png" alt="Test Agent popover showing Chat, Web call, and Phone call options" caption="Use Chat for fast text checks, Web call for the quickest voice test, or Phone call when you want to ring a real number." maxWidth="560px" />
  </Step>

  <Step title="Iterate">
    If something's off, adjust your prompt, knowledge, voice, or tools in the editor, then test again.
  </Step>
</Steps>

## Step 3: Deploy

Pick how you want your agent to reach people:

<Tabs>
  <Tab title="Inbound Phone">
    Your agent answers incoming calls on a phone number.

    1. Go to **Telephony → [Buy Number](/launch/buy-numbers)** and purchase a number
    2. Go to **Telephony → [Phone Numbers](/launch/phone-numbers)** and assign your agent

    <Warning>
      Some countries require a [compliance profile](/launch/phone-numbers) before you can buy a number — you may need to upload business documents first. We are happy to help you through this process. Contact [support@itellico.ai](mailto:support@itellico.ai) and we will guide you through it.
    </Warning>

    <Tip>
      Already have numbers with a carrier? [Connect them via SIP](/launch/sip-trunks) instead.
    </Tip>
  </Tab>

  <Tab title="Outbound Campaigns">
    Your agent calls a list of contacts automatically.

    1. Go to **[Campaigns](/launch/campaign-outbound-launch)** and click **Create Campaign**
    2. Pick your agent, choose a phone number, and configure call settings
    3. Add contacts from your [contact list](/manage/contacts/overview) or import a CSV
    4. Set a [schedule](/launch/schedules) and launch

    <Tip>
      Start with a small pilot batch of 20-30 contacts before scaling up.
    </Tip>
  </Tab>

  <Tab title="Web Widget">
    Your agent talks to visitors on your website via voice or chat.

    1. Go to **[Web Widgets](/manage/web-widgets/overview)** and click **Create Widget**
    2. Select your agent and give the widget a name
    3. Customize appearance in the [widget editor](/manage/web-widgets/configuration)
    4. Copy the embed script from the **Export** tab and paste it into your site
  </Tab>
</Tabs>

## Step 4: Monitor and Optimize

<CardGroup cols={2}>
  <Card title="Dashboard" icon="gauge-high" href="/manage/dashboard">
    Monitor agent performance, call volume, and key metrics
  </Card>

  <Card title="Conversations" icon="messages" href="/manage/conversations/overview">
    Review transcripts, flag issues, and track outcomes
  </Card>

  <Card title="Quality Studio" icon="chart-line" href="/manage/quality-studio/overview">
    Track and resolve agent quality issues over time
  </Card>

  <Card title="Campaigns" icon="bullhorn" href="/manage/campaigns/overview">
    Launch outbound calling campaigns to reach contacts at scale
  </Card>
</CardGroup>

## What To Read Next

<CardGroup cols={2}>
  <Card title="Agent Editor" icon="pen-to-square" href="/build/getting-started/agent-editor">
    Learn where prompts, tools, knowledge, analytics, and privacy settings live
  </Card>

  <Card title="Deploy" icon="phone-volume" href="/launch/overview">
    Connect to phone numbers, campaigns, or your website
  </Card>

  <Card title="Manage" icon="gauge-high" href="/manage/overview">
    Review conversations, tasks, contacts, and quality after launch
  </Card>

  <Card title="Client Service Models" icon="building" href="/accounts/agency-playbook">
    Choose between parent-billed subaccounts, agency access, and hybrid setups
  </Card>
</CardGroup>