Skip to main content
Agent Setup brings together the shared parts of one agent: how it sounds, how it should behave, what it knows, and the settings that apply across its calls. The agent’s flows then determine what happens before, during, and after each call.
If you completed onboarding, start with the agent and starter flow Phonely created for you. You do not need to create another agent to begin configuring it.

​
Understand the parts of an agent

Voice, Guidelines, Knowledge Base sources, and Settings are configured for the agent. Flows belong to that agent and control individual call paths.

​
How flows use shared configuration

An agent can have multiple flows, but they use the same agent-level configuration. Each flow can decide whether to include the agent’s Guidelines and which uploaded documents or websites it can reference. Use Flow Settings to control those choices for one flow. Put instructions that apply only to one part of a call in that flow or block instead of adding them to the agent’s shared Guidelines.

​
Open Agent Settings

In Agent Design, select Settings. From there, you can update the agent name and primary number, duplicate or delete the agent, and open these settings areas: Start with the defaults unless a business requirement calls for something different. Before handling real calls, confirm the phone number, timezone, recording, and compliance settings required for your use case.
  1. Review the agent created during onboarding.
  2. Choose a Voice and define the agent’s Guidelines.
  3. Add only the knowledge sources the agent needs.
  4. Review the starter flow and adjust its conversation and actions.
  5. Review Agent Settings, then publish and test the flow before using it for live calls.
For the complete first-call process, follow Quick Start.
Last modified on July 17, 2026