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Creating Your First Agent

Creating an AI voice agent in Recepta.ai is a straightforward process. This guide walks you through each step, from initial setup to going live.
Before creating agents, make sure you’ve completed the onboarding process and have your business information configured.

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Step 1: Access the Agent Creation Interface

  1. Navigate to Agents: In your dashboard, click on the “AI Agents” section
  2. Create New Agent: Click the “Create New Agent” button
  3. Agent Modal: The agent creation modal will open with configuration options
Agent Creation Modal

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Step 2: Basic Agent Configuration

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Agent Name and Description

// Example agent configuration
{
  "name": "Customer Support Agent",
  "description": "Handles general customer inquiries and support requests",
  "language": "English",
  "voice_id": "professional_female_1"
}

Agent Name

Best Practices:
  • Use descriptive names (e.g., “Sales Agent”, “Support Bot”)
  • Keep it under 50 characters
  • Avoid special characters
  • Make it easily identifiable

Description

Best Practices:
  • Clearly explain the agent’s purpose
  • Include primary functions
  • Mention target audience
  • Keep it concise but informative

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Voice Selection

Choose from our library of professional AI voices:
Best for: Business, corporate, professional services
  • Clear articulation
  • Neutral accent
  • Authoritative tone
  • Available in male/female variants
Best for: Customer service, hospitality, retail
  • Warm and approachable
  • Conversational tone
  • Slight regional accents available
  • High customer satisfaction scores
Best for: Tech support, software companies
  • Clear technical pronunciation
  • Patient and helpful tone
  • Good for complex explanations
  • Popular with B2B companies

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Step 3: Define Agent Behavior

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General Prompt Configuration

The general prompt is the foundation of your agent’s personality and behavior. It should include:
1

Role Definition

Define what role the agent plays in your organization
"You are a professional customer service representative for [Company Name]. 
Your role is to help customers with inquiries, provide information about 
our services, and ensure a positive customer experience."
2

Personality Guidelines

Establish the agent’s communication style
"Always be polite, professional, and helpful. Use a friendly but 
professional tone. If you don't know something, admit it honestly 
and offer to find the answer or connect them with someone who can help."
3

Specific Instructions

Include specific behaviors and responses
"Always ask for the caller's name at the beginning of the conversation. 
If someone asks about pricing, provide the basic information and offer 
to schedule a consultation for detailed quotes."
4

Escalation Rules

Define when and how to escalate calls
"If a customer is upset or you cannot resolve their issue after 
2 attempts, offer to transfer them to a human agent or take a detailed 
message for follow-up within 24 hours."

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Advanced Prompt Examples

You are a helpful customer support representative for TechCorp. 

Your responsibilities:
- Answer questions about our software products
- Help troubleshoot basic technical issues
- Process refund and cancellation requests
- Schedule technical support appointments

Your personality:
- Professional but friendly
- Patient and understanding
- Solution-oriented
- Empathetic to customer frustrations

Important guidelines:
- Always ask for the customer's name and account information
- If you can't solve an issue, escalate to Level 2 support
- For billing issues, transfer directly to the billing department
- Always confirm next steps before ending the call

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Step 4: Voice and Language Settings

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Language Configuration

Primary Languages

  • English (US, UK, AU)
  • Spanish (Latin America, Spain)
  • French (France, Canada)
  • German
  • Italian
  • Portuguese

Advanced Options

  • Accent Selection: Choose regional accents
  • Speaking Speed: Adjust words per minute
  • Voice Pitch: Modify tone characteristics
  • Pause Duration: Control natural pauses

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Voice Parameters

// Example voice configuration
{
  "voice_id": "en-US-professional-female",
  "speed": 1.0,        // Normal speed (0.5-2.0)
  "pitch": 0.0,        // Normal pitch (-10 to +10)
  "volume": 1.0,       // Normal volume (0.1-2.0)
  "stability": 0.75,   // Voice consistency (0-1)
  "similarity": 0.75   // Voice similarity (0-1)
}

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Step 5: Integration Setup

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Knowledge Base Connection

Connect your agent to relevant knowledge sources:
1

Select Knowledge Base

Choose which knowledge bases your agent should access
2

Set Permissions

Define what information the agent can access and share
3

Configure Search

Set up how the agent searches and retrieves information

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External Integrations

Supported Platforms:
  • Google Calendar
  • Microsoft Outlook
  • Calendly
  • Acuity Scheduling
Setup: Connect via API key or OAuth authentication
Supported Platforms:
  • Salesforce
  • HubSpot
  • Pipedrive
  • Custom CRM via API
Features: Automatic lead creation, contact updates, activity logging
Supported Platforms:
  • Slack notifications
  • Microsoft Teams alerts
  • Email notifications
  • SMS alerts
Use Cases: Alert staff about important calls, escalations, appointments

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Step 6: Testing and Validation

Before activating your agent, thorough testing is crucial:

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Test Call Process

1

Initial Test

Use the “Test Call” feature in the dashboard to make a test call to your agent
2

Scenario Testing

Test various customer scenarios and edge cases
3

Voice Quality Check

Verify voice clarity, speed, and natural flow
4

Integration Testing

Confirm all integrations (calendar, CRM) are working properly

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Test Scenarios Checklist

  • Agent answers promptly
  • Greeting is appropriate
  • Agent asks for caller’s name
  • Voice quality is clear
  • Response time is reasonable

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Step 7: Going Live

Once testing is complete, activate your agent:
  1. Final Review: Double-check all configurations
  2. Set Status to Active: Change agent status from “Training” to “Active”
  3. Monitor Initial Calls: Watch the first few calls closely
  4. Collect Feedback: Gather feedback from initial callers
  5. Iterate and Improve: Make adjustments based on real-world performance
Go Live Checklist:
  • Agent passes all test scenarios ✓
  • Voice quality is acceptable ✓
  • Integrations are working ✓
  • Escalation procedures are defined ✓
  • Monitoring system is set up ✓

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Common Creation Issues

Possible Causes:
  • Missing required fields
  • Invalid prompt formatting
  • Voice selection not available
  • Integration connection issues
Solutions:
  • Check all required fields are completed
  • Verify prompt doesn’t contain invalid characters
  • Try a different voice option
  • Test integrations individually
Possible Causes:
  • Incorrect voice parameters
  • Network connectivity issues
  • Server overload
Solutions:
  • Adjust speed and pitch settings
  • Test from different locations
  • Try during off-peak hours
  • Contact support if persistent
Possible Causes:
  • Invalid API credentials
  • Insufficient permissions
  • Service downtime
Solutions:
  • Verify API keys are correct
  • Check service permissions
  • Test integrations separately
  • Review integration logs

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Next Steps

After creating your agent:

Agent Management

Learn how to manage and optimize your agents

Performance Monitoring

Track your agent’s performance and improve over time

Advanced Configuration

Explore advanced settings and customization options

Integration Setup

Connect your agents with business tools and workflows