How-ToCreate Custom Phone Agents

Create Custom Phone Agents

Picture of Emmett Miller
Written by
Emmett Miller
Last updated
Oct 10, 2025

Pod makes it easy to build your own AI phone agent in just a few minutes. Whether you need an agent for sales, support, scheduling, or lead follow-up, you can customize everything β€” from the voice to the knowledge base and call actions.

Steps to Create a Custom Phone Agent

1. Log in and start a new agent

Go to https://www.callpod.ai/dashboard/agents. Click New Agent, then give your agent a name and short description. This helps you organize multiple agents later.

2. Understand inbound vs outbound

  • Inbound Agent β†’ answers calls from customers
  • Outbound Agent β†’ automatically calls leads or contacts

πŸ‘‰ Guide: Inbound Agent Setup πŸ‘‰ Guide: Outbound Agent Setup

Both guides include quickstart prompts you can copy and adapt, so you don’t need to write one from scratch.

3. Upload a knowledge base

To make your agent truly useful, give it access to your company information. You can:

  • Upload documents (PDF, DOCX, TXT)
  • Paste in FAQs
  • Connect your public website so Pod can pull in data

This ensures the agent can answer detailed product or support questions. πŸ‘‰ Guide: Knowledge Base Setup

4. Connect a phone number

Your agent needs a phone number to make or receive calls. In the Numbers tab, choose a provider:

  • Twilio or Telnyx are supported out of the box
  • Once connected, assign the number to your agent

πŸ‘‰ Guide: Phone number setup

5. Set the agent’s voice

Go to the Voice tab and pick from a range of voices. You can:

  • Choose male or female
  • Pick formal, casual, or regional accents
  • Match the voice style to your brand

6. Add actions (optional)

Agents can do more than just talk. With Actions, you can:

  • Book meetings on your calendar
  • Log notes in your CRM
  • Send SMS or email follow-ups
  • Update records in external systems

πŸ‘‰ Guide: Connecting Your Apps & Actions

7. Test your agent

Once configured, open the Playground and run a test call.

  • Simulate common customer questions
  • Check that your knowledge base responses are accurate
  • Adjust actions, or voice settings as needed

Testing helps ensure your agent sounds natural and performs correctly before going live.

Example Use Cases

  • Sales: Instantly follow up with inbound leads
  • Support: Answer FAQs and route callers to the right department
  • Scheduling: Book appointments directly into your calendar
  • E-commerce: Handle returns, shipping questions, and order status

FAQ

How many agents can I create?

As many as you need β€” for sales, support, scheduling, or different product lines.

Do I need to code to build an agent?

No. Pod’s dashboard is fully no-code. Advanced users can extend with API keys and webhooks.

Can I clone an existing agent?

Yes. From your dashboard, click Duplicate to copy prompts, settings, knowledge base, and actions into a new agent.