AI Build Agent

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Preconditions

• The user is signed in to app.phonely.ai.
• The user can access at least one agent or can create a new one.

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Create or Open an Agent

1. Open /agent.
2. Select an existing agent or create a new agent.
3. Confirm the active route is /agent/{agentId}.

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Configure The Base Agent

1. Open /agent/{agentId}?tab=agent-design.
2. Set voice selection and personality settings.
3. Configure call settings and compliance settings.
4. Add or update agent guidelines.
5. Save changes before switching tabs.

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Add Knowledge Sources

1. Open /agent/{agentId}?tab=knowledge-base.
2. Choose one source type:
   • Upload documents
   • Add websites
   • Add recordings
3. Confirm the new source appears in the source list and is active.

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Build Workflows

1. Open /agent/{agentId}?tab=workflows.
2. Add or update workflow blocks.
3. Confirm all required branches are connected.
4. Confirm required variables and post-call actions are configured.

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Validate The Agent

1. Open the side panel.
2. Use Build for workflow edits.
3. Use Help for product or docs questions.
4. Use Test to run the current agent behavior.

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Exit Conditions

• The agent has a configured voice.
• The agent has at least one knowledge source when the use case requires KB answers.
• The workflow canvas contains the required path from entry to completion.