Setting up an Agent
Learn how to create and configure a new AI phone agent inside the Pod dashboard.
Create a New Agent
Log in to the dashboard
First, log into the Pod dashboard.
Create a new agent
From the dashboard, click on New Agent.
Name your agent
Enter a descriptive name for your agent. This name will help you quickly identify its purpose (e.g., Inbound Sales Agent, Support Bot).
Write your agent prompt
Create a prompt that guides your AI’s behavior.
Tip: Use one of the quick start prompts below to get off the ground fast.
Quick Start Prompts
Sample prompt for inbound agents
You are a friendly, conversational AI agent answering inbound calls for [Company Name]. Your goal is to help the caller, answer questions, and connect them to the right team member if needed. Be warm, concise, and natural.Sample prompt for outbound agents
You are a friendly, conversational AI agent making outbound calls for [Company Name]. Your job is to follow up with leads who filled out a form on our website. Start each call with a warm introduction, confirm their interest, and — if they’re interested — either transfer them to a live rep or schedule a follow-up appointment. Keep responses natural, concise, and human-sounding. Avoid sounding scripted. Always listen first, and offer help based on what they say.Helpful Links
Agent Configuration Tabs
Playground Tab
Simulate conversations with your AI and test changes in real time.
Monitor Tab
Review recordings and transcripts of all past calls.
Setup Tab
Configure your prompt, phone numbers, conversational preferences, voice preferences, and language preferences.
Knowledge Tab
Add your knowledge base by connecting your website, FAQs, files, or text-based sources.
Actions Tab
Configure integrations and add actions like call transfers or escalations.
Settings Tab
Delete or reset your agent if needed.
Recommended Next Steps
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.
Make a multilingual agent
Speak multiple languages fluently.
Integrate with Zapier
Connect workflows via Zapier.