Getting Started with Pod
Pod is an AI phone agent platform that replaces IVRs, call trees, and missed calls with natural, human-sounding AI conversations.
With Pod, you can:
- Answer inbound calls 24/7 with AI agents
- Make outbound calls to new leads instantly
- Transfer calls to real team members when needed
- Log call data automatically into your CRM, calendar, or tools
- Train your agent with your own knowledge base
Pod connects seamlessly with your workflows, helping you never miss a lead and giving your callers a better experience.
Creating Your First Agent
Log into the dashboard
Start by signing into the Pod dashboard.
Create a new agent
Click New Agent to get started. You'll be asked to name it and write a prompt.
Choose agent type
Decide whether your agent will answer inbound calls or make outbound calls.
→ Learn more about inbound agents
→ Learn more about outbound agents
Write your prompt
Add a short description that guides how your AI should behave. Be clear, natural, and concise.
→ See prompt examples in the agent setup guide
Configuring Your Agent
Phone Numbers
Give your agent a number to make and receive calls. You can connect providers like Twilio or Telnyx.
→ Phone number setup guide
Knowledge Base
Teach your agent about your business by adding FAQs, website links, or documents.
→ Knowledge base setup guide
Actions & Integrations
Add actions like call transfers, booking meetings, or posting to Slack. Integrate with tools via Zapier.
Monitoring
Track performance with call recordings, transcripts, and analytics in the Monitor tab.
Testing
Use the Playground to simulate calls and test your setup before going live.
→ Testing your agent guide
Recommended Next Steps
Set up an inbound agent
Answer inbound calls with AI.
Set up an outbound agent
Build an outbound agent with guided prompts.
Connect your phone number
Link a phone number to your agent.
Connect your knowledge base
Add FAQs, docs, and policies to your agent.
Add call transfers and escalations
Enable transfers to human agents.
Integrate with Zapier
Connect workflows via Zapier.