The setup wizard guides you through configuring your AI voice agent in 5-6 steps. It appears automatically after you activate a trial or subscribe to an agent. You can also re-enter the wizard at any time from the My Agents page in your Customer Portal.
Each step includes sample scripts and AI Suggest buttons that generate content tailored to your business based on the information you have already provided.
Provide the foundational information your agent needs to represent your business.
| Field | Required | Description |
|---|---|---|
| Company Name | Yes | Your registered business name. The agent uses this when introducing itself. |
| Company Description | No | A brief overview of what your company does. Helps the AI provide better context in conversations. |
| Instance Name | No | A friendly label for this specific agent instance (e.g., "Main Line Receptionist" or "Evening Support"). Useful when you have multiple agents. |
Tip: Keep the company description under 200 words. The AI uses it as background context, so concise descriptions perform better than lengthy ones.
List the products or services your business offers. This information is injected into the agent's knowledge so it can answer questions about pricing, features, and availability.
For each product or service, you can provide:
Click AI Suggest to have the system generate a formatted product list based on your company description from Step 1. You can edit the suggestions before saving.
This is where your agent's personality and behavior are defined.
| Field | Description | Example |
|---|---|---|
| Persona Name | The name your agent introduces itself as | "Priya", "Alex", "Zentrix Assistant" |
| Custom Greeting | The opening message when a call connects | "Hello! This is Priya from Acme Corp. How can I help you today?" |
| Custom Instructions | Additional behavioral guidelines the agent follows | "Always confirm the caller's name before proceeding. Never discuss competitor products." |
| Language | Primary language for the conversation | English, Hindi, Marathi |
| Escalation Phone | The phone number to transfer to when the AI cannot resolve an issue | Your support manager's direct line |
Tip: The Custom Instructions field is powerful. Use it to set boundaries ("Never offer discounts above 10%"), define tone ("Be warm but professional"), or specify workflows ("Always ask for an order number before looking up a shipment").
You can click Use Sample Script to load a pre-written greeting and instruction set tailored to your agent type (Receptionist, Customer Support, etc.), then customize it.
Train your agent with business-specific information so it can answer questions accurately. You have three options:
Upload Documents -- Upload PDF, DOCX, or TXT files. The system chunks them automatically and creates vector embeddings for semantic search. See Uploading Content.
Paste Text -- Copy and paste FAQ answers, product specs, policies, or any text content directly into the editor.
Prompt Builder -- Use the structured prompt builder to create knowledge sections for common topics like refund policies, business hours, shipping information, and more. See Prompt Builder.
AI Generate -- Describe your business and let the AI generate a comprehensive knowledge base for you. Review and edit before saving. See AI Generate.
Tip: Start with the AI Generate option to create a baseline, then refine with specific documents and manual edits. This gives you the best balance of coverage and accuracy.
This step appears when you have multiple agents configured in a Multi-Agent System. It lets you define:
For single-agent setups, the agent is available 24/7 by default.
See Business Hours Configuration for detailed options.
The final step lets you verify everything works:
After going live, your agent is immediately available through the web widget. To receive phone calls, you will need to request a phone number.
Tip: Test at least 3-4 different conversation scenarios before going live. Try asking questions your agent should know, questions it should not know (to test escalation), and edge cases like switching languages mid-conversation.
You can modify your agent configuration at any time:
A Product by BRTNeura Technology LLP
Last updated: 2026-03-05