First call
Let's build an agent, talk to it in your browser, and publish it. You won't need a phone number until the last step.
Create an agent
Select Workflow in the sidebar to open Your Agents, then select Create Agent:
- From Template opens Start from a template, a list of complete agents grouped into Answer calls and Make calls. Pick one, then rename the example business in its first step.
- Blank Canvas starts with a single Start step.
Every agent has exactly one Start step. Add more steps around it, such as an End step, and drag an arrow from one step to the next. Each arrow is the rule for when the conversation moves on.
Write the greeting and the prompt
Open the Start step. Two fields matter first:
- Greeting Text: the exact first words the caller hears. Set Greeting Type to Recording instead if you want to play your own audio.
- Prompt: what the agent is trying to do at this step, and how it should behave.
Keep the first prompt small: one clear job. Test it, then add the next job as its own Agent step.
Writing one huge prompt for the whole call. It reads well but behaves badly. Several small steps joined by arrows are easier to follow, and when a call goes wrong you only have one step to fix.
Test it in your browser
Select Save, then open the Test menu:
- Test voice opens a call screen in this browser. Select Start call and talk.
- Test chat lets you type to the agent and see each reply.
- Call my phone places a real call to your phone. It needs a phone connection first.
Tests use your latest saved draft, so you hear every change before anyone else does. The Test menu is greyed out while you have unsaved changes or errors.
When a test call ends, the same screen shows the run: the recording, the outcome, and a Show transcript button.
Change a line, save, test again.
Publish
When it sounds right, select Publish. Real callers and website visitors only ever reach the published version, so you can keep editing the draft safely. See Versions.
Put it live
Choose where people reach the agent.
On the phone: the number is always your own. Bring it into Woise, then either set up an Inbound entry that answers it with this agent, or call a list with an Outbound campaign.
Connect your Twilio or Telnyx account under Telephony, then add your number to that connection. See United States.
Connect your Exotel or Plivo account under Telephony, then add your number to that connection. See India.
See Numbers, Inbound and Campaigns.
On your website: add the widget so visitors can talk or chat with the agent. See Website chat.
Read your conversations
Every call and chat is a run. Open Agent Runs to see each one with its transcript, recording, outcome and cost. Editing the agent later does not change runs that already happened. See Agent Runs.
Next
Add more steps, let the agent look things up or take action with Tools and Knowledge, or start calling a list of people.
Common questions
How do I build my first agent?
Open Workflow, choose Create Agent, and either start from a template or a blank canvas. Write the greeting and a small prompt on the Start step, then save and test it from the Test menu.
How do I test an agent without a phone number?
Use Test voice to talk to it in your browser, or Test chat to type to it. Both run your latest saved draft.
What is the difference between saving and publishing?
Saving keeps a draft that only you can test. Publishing makes it live, so real contacts reach it.
How do I put my agent on a phone number?
Connect your carrier account under Telephony, add the number, then set up an Inbound entry to answer it or use it for an Outbound campaign.
Where do I see what the agent said?
Every call and chat is a run under Agent Runs, with its transcript, recording and outcome.