Setup checklist

Follow the recommended setup sequence in Agentalk, understand which steps are required, and configure your account correctly before going live.

Set up your Agentalk account by following a clear sequence of steps, from creating your first agent to launching a campaign.

This guide shows the recommended configuration order and highlights which steps are optional depending on your use case.

Before you start

Confirm your organization's time zone before you begin. See Manage your organization for instructions.

Verify your time zone

Agentalk uses your organization's time zone for campaign scheduling, not your browser's time zone. Verify it in Settings > Organization before launching any campaign.

To ensure your workspace is ready for production, make sure all the following configurations were done:

1

Create your agent

Your agent is the foundation of the platform. You need at least one agent before connecting a phone number or launching a campaign.

1. Go to AI Agents from the sidebar.
2. Click + Create New Agent.
3. Configure the agent’s name, instructions, and voice.

See Create an agent for a full walkthrough. See AI agents for an overview of how agents work.

2

Set up a knowledge base (optional)

A knowledge base lets your agent answer questions using large or complex content such as product catalogs, documentation, or PDFs.

Create a knowledge base only if your use case requires answering detailed or dynamic questions.

1. Go to Knowledge base from the sidebar.
2. Create a new knowledge base, then link it to your agent.

See Set up a knowledge base for details.

3

Add a phone number

Connect a phone number so your agent can make and receive calls.

You can purchase a number directly in Agentalk or connect an external SIP number from a provider like Twilio, Telnyx, or Plivo.

1. Go to Phone numbers and add a number.
2. Assign your agent and run a test call.

See Add a phone number and Configure and test your phone number for details.

Create separate agents for inbound and outbound calls. The opening script must differ depending on whether the agent is receiving or initiating the call. Duplicate an existing agent to create the second one quickly.

4

Add contacts

Add the contacts your agent will call.

You can add contacts manually, import them from a CSV file, or manage them programmatically using the API.

1. Go to Contacts and add your contact list.

See Manage contacts for more details.

5

Launch a campaign

Create an outbound campaign to have your agent call a list of contacts automatically.

Configure operating hours, concurrency, and retry settings before activating the campaign.

1. Go to Campaigns and click New campaign.

See Create an outbound campaign for more details.

If you manage multiple client organizations, you can create and switch between organizations using the navigation selector at the top of the screen. Each organization has its own agents, phone numbers, contacts, and billing. See Manage team members and organizations for details on the agency model.

Next steps

Here are the recommended next steps after completing this guide:

• Build your first agent: Create and test a working AI agent.
• Manage leads and priorities: View, reschedule, and reprioritize leads within an active campaign.
• Write effective agent instructions: Improve your agent’s behavior and performance.