Build & manage
AI agents
An agent is the AI that talks to your callers. This guide covers creating one, the settings that shape how it sounds and behaves, and how publishing works.
Voice vs. SMS agents
A Voice Agent answers and makes phone calls. An SMS Agent handles text conversations. You choose the type when you create the agent, and you can Convert to SMS/Voice later from the agent's menu.
Creating an agent
- 1
Choose how to build
While you have no agents, Agents opens with Start from a template: your signup industry is preselected, so name the agent, pick a template, and click Create agent. It's free, and the new agent is pointed at your first number that has no agent. Otherwise, or if you prefer, use Quick Setup for a guided wizard, or Advanced Mode to open the full editor. Quick Setup can generate a full configuration from a plain-English description of what you want the agent to do.
- 2
Edit in the agent editor
The editor has Basic (settings) and Simulate (testing) tabs, plus a Flow tab for visual call logic that is currently shown only to platform administrators (see Flow builder). A How to panel, version History, and the Publish button sit in the header.
Core settings
The most important controls in the Basic tab:
- System Prompt — the instructions that define the agent's role, personality, and rules.
- Greeting Message — the first thing the agent says when a call starts.
- Speech Settings (voice) — background sound, response eagerness, interruption sensitivity, backchanneling (those natural "mm-hm" acknowledgements), speech normalization, a reminder message for silent callers, and custom pronunciations.
- Call Settings (voice) — assigned phone number, ring delay, max call duration, silence timeout, whether callers can interrupt, and voice-activity sensitivity.
Voice, language & model
| Setting | Options | Notes |
|---|---|---|
| Voice (TTS) | Cartesia, Deepgram, Grok | Pick a voice and preview it; adjust speed and volume. |
| LLM | Google Gemini (2.5 Flash Lite, 2.5 Flash, 2.5 Pro, 3.7 Flash), Anthropic Claude (Haiku 4.5, Sonnet 4.6), Grok (3 Voice, 3 Fast) | Choose the model and set a temperature for how creative replies are. Gemini 2.5 Flash Lite is available on voice agents only. |
| Transcription (STT) | Deepgram | Speech-to-text for voice calls (managed for you). |
Tools & connections
- Calendar Integration — connect a calendar (see Integrations) so the agent can check availability and book appointments.
- Call Transfer (voice) — hand the call to a human. Choose a Transfer to Team Member and the AI rings that teammate's JagCall app (web, desktop, or mobile); if they don't pick up, the caller can leave a voicemail. Otherwise pick one of your numbers or enter a custom Transfer Phone Number; with a team member chosen it becomes the Fallback Phone Number, used only if that member can no longer take calls. Leave both empty to disable transfers.
- Functions — add built-in actions with no webhook setup: look up a customer, view the schedule, and create jobs or appointments in Frubix or Workiz once connected.
- Webhook Settings — set a Webhook URL and the agent's tool calls are forwarded to it as a POST with an HMAC signature, so you can verify them.
- Payment Settings — charge a fixed Booking Fee after scheduling, with a payment description, when you've connected Stripe.
Long knowledge belongs in a Knowledge Base
Publishing & versions
Every save creates a draft version. Click Publish to make a version live (you can add a description). The History panel lists all versions with a green Live marker and lets you Publish or Restore any of them.
Inbound voice agents need a number to publish
Test before you ship
Use the Simulate tab to run AI-generated callers against your agent, or the Test Audio (voice) or Test Chat (SMS) panel to try it yourself. For branching call logic, see the Flow builder.
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