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

# Creating Your First Agent

> Your AI voice agent is the heart of Renchi AI. It handles inbound calls, diagnoses customer issues, provides quotes, and books appointments. This guide walks you through every configuration option.

## Agent Overview

Each agent has these configurable areas:

```
Agent Configuration
├── General Settings     (name, status, greeting)
├── Voice Settings       (voice model, personality)
├── Business Hours       (operating schedule)
├── Services & Pricing   (what you offer)
├── Transfer Settings    (human handoff rules)
├── Call Handling        (emergency, callbacks)
└── Knowledge Base       (context documents)
```

## Creating a New Agent

<Steps>
  <Step title="Navigate to Agents">
    Click **Agents** in the sidebar to view your agent list
  </Step>

  <Step title="Click Add Agent">
    Click the **+ Add Agent** button in the top right
  </Step>

  <Step title="Enter Basic Details">
    * **Agent Name**: A descriptive name (e.g., "Main Office Line")
    * **Voice Model**: Select your preferred voice
    * **Greeting**: The opening message callers will hear
  </Step>

  <Step title="Assign Phone Number">
    Select an available phone number or provision a new one through ElevenLabs
  </Step>
</Steps>

## General Settings Tab

The General tab controls your agent's identity and basic behavior.

### Agent Name & Status

| Field      | Description                                                   |
| ---------- | ------------------------------------------------------------- |
| **Name**   | Internal name to identify this agent (e.g., "Emergency Line") |
| **Status** | Toggle between Active (receiving calls) and Disabled          |

### Greeting Configuration

Customize what callers hear when the agent picks up:

```
"Hello, thank you for calling [Business Name]. My name is [Agent Persona],
how can I help you today?"
```

<Info>
  Use placeholders like `[Business Name]` and `[Agent Persona]` which are automatically filled from your settings.
</Info>

### After-Hours Greeting

Configure a different message for calls outside business hours:

```
"Thank you for calling [Business Name]. We're currently closed but your call
is important to us. I can help you schedule a callback or leave a message."
```

## Voice Settings Tab

Select and customize your agent's voice.

### Available Voice Models

| Voice   | Gender | Accent | Best For                |
| ------- | ------ | ------ | ----------------------- |
| Adaline | Female | UK     | Professional, warm tone |
| Shaun   | Male   | UK     | Authoritative, friendly |
| Matilda | Female | US     | Energetic, clear        |
| Roger   | Male   | US     | Calm, professional      |

<Tip>
  UK voices are recommended for UK-based businesses as customers respond better to familiar accents.
</Tip>

### Voice Customization

Fine-tune the voice behavior:

* **Speed**: Adjust speaking pace (slower for complex information)
* **Stability**: Higher values = more consistent delivery
* **Clarity**: Boost for noisy call environments

## Business Hours Tab

Configure when your agent operates in "business hours" mode vs "after hours" mode.

### Setting Your Schedule

For each day of the week, configure:

```
Monday:     ☑ Enabled   09:00 - 17:30
Tuesday:    ☑ Enabled   09:00 - 17:30
Wednesday:  ☑ Enabled   09:00 - 17:30
Thursday:   ☑ Enabled   09:00 - 17:30
Friday:     ☑ Enabled   09:00 - 17:00
Saturday:   ☑ Enabled   10:00 - 14:00
Sunday:     ☐ Disabled
```

### After-Hours Behavior

Choose what happens when calls arrive outside business hours:

| Option                  | Behavior                                      |
| ----------------------- | --------------------------------------------- |
| **Voicemail**           | Take a message and notify your team           |
| **Emergency Only**      | Handle emergencies, route others to voicemail |
| **Callback Scheduling** | Let callers book a callback slot              |
| **Transfer**            | Route all calls to an emergency number        |

## Services Tab

Define what services your business offers. The AI uses this to provide accurate quotes and book appropriate appointments.

### Adding Services

Click **+ Add Service** and configure:

<ParamField body="name" type="string" required>
  Service name (e.g., "Boiler Service", "Drain Unblocking")
</ParamField>

<ParamField body="description" type="string">
  Brief description the AI uses to understand when to offer this service
</ParamField>

<ParamField body="price" type="number">
  Base price for the service (can include "from" prefix)
</ParamField>

<ParamField body="duration" type="string">
  Estimated job duration (e.g., "1-2 hours")
</ParamField>

<ParamField body="enabled" type="boolean">
  Toggle to temporarily disable a service
</ParamField>

### Example Service Configuration

```json theme={null}
{
  "name": "Boiler Service",
  "description": "Annual boiler service and safety inspection",
  "price": "from £89",
  "duration": "45-60 minutes",
  "enabled": true
}
```

### Pre-built Templates

Use the **Load Template** button for industry-standard services:

* **Plumbing Services** - Leaks, blockages, installations
* **HVAC Services** - Boiler repairs, heating, air conditioning
* **Emergency Services** - 24/7 callouts, gas leaks, flooding

## Transfer Settings Tab

Configure when and how calls are transferred to human agents.

### Transfer Destinations

Add multiple transfer numbers with priorities:

| Priority | Destination   | Number           | Description       |
| -------- | ------------- | ---------------- | ----------------- |
| 1        | Main Office   | +44 20 1234 5678 | Primary reception |
| 2        | Mobile Backup | +44 7700 900000  | After-hours       |
| 3        | Emergency     | +44 800 123 4567 | Critical issues   |

### Transfer Triggers

Define when automatic transfers occur:

<CardGroup cols={2}>
  <Card title="Customer Request" icon="hand">
    "I'd like to speak to a real person"
  </Card>

  <Card title="Complex Issues" icon="puzzle-piece">
    Agent cannot resolve after 3 attempts
  </Card>

  <Card title="Emergency Detection" icon="triangle-exclamation">
    Gas leak, flooding, safety concerns
  </Card>

  <Card title="High-Value Customers" icon="star">
    Based on customer tags or history
  </Card>
</CardGroup>

### Transfer Message

Customize what the AI says before transferring:

```
"I'll transfer you to one of our team members now. Please hold while I
connect you. This may take a moment."
```

## Call Handling Tab

Advanced settings for call behavior and emergency detection.

### Emergency Detection

Enable automatic detection of emergency keywords:

```
Emergency Keywords:
├── "gas leak"
├── "flooding" / "flood"
├── "no heating" (in winter)
├── "burst pipe"
├── "carbon monoxide"
└── "fire"
```

When detected, the agent:

1. Acknowledges the emergency
2. Collects essential information quickly
3. Immediately routes to emergency transfer number
4. Logs as high-priority in the system

### Callback Settings

| Setting              | Description                                     |
| -------------------- | ----------------------------------------------- |
| **Enable Callbacks** | Allow customers to request callbacks            |
| **Max Queue Size**   | Maximum callbacks before showing "fully booked" |
| **Callback Window**  | Offer "morning", "afternoon", or specific times |

### Diagnostic Fee

If you charge for diagnostic visits:

```
Diagnostic Fee: £65
AI Response: "There's a £65 diagnostic fee which is waived if you proceed
with the repair. Would you like to book an appointment?"
```

## Knowledge Base Tab (Context)

Upload documents and information to give your agent specialized knowledge.

### Document Types

<CardGroup cols={2}>
  <Card title="PDF Documents" icon="file-pdf">
    Service manuals, price lists, FAQs
  </Card>

  <Card title="Text Content" icon="file-lines">
    Custom instructions, scripts, policies
  </Card>

  <Card title="Web Pages" icon="globe">
    Crawl your website for product information
  </Card>

  <Card title="Spreadsheets" icon="table">
    Price matrices, service catalogs
  </Card>
</CardGroup>

### Adding Knowledge

<Tabs>
  <Tab title="Upload Document">
    1. Click **Upload Document**
    2. Select a PDF, DOCX, or TXT file
    3. Give it a descriptive name
    4. Click **Upload & Sync**
  </Tab>

  <Tab title="Add Text">
    1. Click **Add Text**
    2. Enter a title (e.g., "Pricing Policy")
    3. Paste your content
    4. Click **Save**
  </Tab>

  <Tab title="Web Crawl">
    1. Click **Crawl Website**
    2. Enter the URL to scrape
    3. Set crawl depth (1-3 pages recommended)
    4. Click **Start Crawl**
  </Tab>
</Tabs>

<Warning>
  Documents are synced to ElevenLabs. Large documents may take a few minutes to process.
</Warning>

### Global vs Agent-Specific Context

| Type               | Scope        | Use Case                               |
| ------------------ | ------------ | -------------------------------------- |
| **Global Context** | All agents   | Company-wide info, branding guidelines |
| **Agent Context**  | Single agent | Specialized knowledge for that line    |

## Using Smart Fill

The **Smart Fill** feature uses AI to automatically populate agent settings based on your business profile:

1. Ensure your organization profile is complete in Settings
2. When configuring an agent, click the **Smart Fill** button (robot icon)
3. Review the suggested settings in the preview panel
4. Click **Apply** to use the suggestions, or **Dismiss** to configure manually

Smart Fill can populate:

* Greeting messages
* After-hours greetings
* Service descriptions
* Emergency keywords relevant to your industry

## Activating Your Agent

Once configured:

1. Review all settings in each tab
2. Toggle the agent **Status** to **Active**
3. Your agent is now live and receiving calls!

<Check>
  Make a test call to verify everything works before sharing the number with customers.
</Check>

## Next Steps

<CardGroup cols={2}>
  <Card title="Dashboard Guide" icon="chart-line" href="/getting-started/understanding-the-dashboard">
    Monitor your agent's performance
  </Card>

  <Card title="Managing Calls" icon="phone" href="/getting-started/managing-calls-and-customers">
    Review conversations and follow up
  </Card>
</CardGroup>