> ## Documentation Index
> Fetch the complete documentation index at: https://docs.phonely.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# AI Build Agent

> Exact procedure for creating and configuring a Phonely agent from the frontend.

## Preconditions

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

## 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}`.

## 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.

## 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.

## 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.

## 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.

## 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.