Create Custom Phone Agents

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 — 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 → answers calls from customers
• Outbound Agent → automatically calls leads or contacts

👉 Guide: Inbound Agent Setup 👉 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. 👉 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

👉 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

👉 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 — 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.