Create Your First Voice Agent

Go from sign-up to a speaking agent in a few minutes.

Before you begin

• Use a modern browser (Chrome, Edge, Safari).
• Be ready to allow microphone access.
• Have a public website URL or a PDF if you plan to teach the agent now.

What this does

You’ll create your first agent, give it some knowledge, pick a role, and test it in the preview.

Steps

1. Sign up or log in

   • Your first agent is created for you automatically.

2. Train your agent (add knowledge)

   • Open Train Voice Agent in the left menu.
   • Pick one:
     • Crawl your website (many pages)
       • We run a quick Discovery to find pages on your site.
       • You’ll see a confirmation with pages found vs. your plan limits.
       • Click Confirm to start Ingestion (learning the content).
     • Scrape a single page (one URL)
       • Paste the page URL. Click Start.
     • Upload a PDF
       • Select your file. Click Upload.

3. Choose the agent’s role

   • Open Configure Voice Agent
   • Pick a role that matches your business.
   • You can modify the greeting instructions to better suit your brand

4. Preview your agent

   • Open Preview Voice Agent.
   • Click the voice button. Allow microphone access.
   • The voice agent should greet you and initiate a conversation

What you should see

• New knowledge sources appear in a list with status (processing → ready).
• The agent greets you clearly when you start a session.
• Answers use your new sources once they are ready.

Tips

• Keep sources public. Login‑only pages can’t be crawled.
• Large sites take longer. Start with key pages (FAQ, services, pricing).
• You can cancel a running crawl and delete sources later.
• Roles help set tone. Pick the closest match first; refine instructions after testing.

Troubleshooting

• No microphone prompt or it’s blocked
  • Check browser site permissions. See “Troubleshooting › Microphone access.”
• No audio or no reply
  • See “Troubleshooting › No audio or response.”
• Crawl stuck or too many pages
  • See “Troubleshooting › Crawler stuck or over limit.”
• Agent answers don’t reflect your content
  • Make sure sources are “ready.” Re-scrape or upload again if the page changed.

Next steps

• Go Live › Configure allowed domains.
• Go Live › Choose platform + get the code.
• Go Live › Embed on any website or WordPress plugin.
• Keep teaching your agent: Scrape a single page, Crawl your website, or Upload a PDF.