Your First Agent

Sign-up already created your first agent from your company details and handed you a test line. This page is what you do next: open that agent, shape how it talks, try it, and review the call.

The agent name comes from onboarding (for example Agent Of Voice Logica Docs when the company is Voice Logica Docs). You can rename it later in Instructions - you do not need to recreate it.

Do not start with Create agent

You do not start by clicking Create agent. That button is for a second agent, and most new plans only include one.

Open My Agents

In the sidebar, open AI agents. The page heading is My Agents.

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What you see:

• Create agent - adds another agent if your plan allows it (often shows a lock when you are already at the limit)
• Copy agent - duplicates an existing agent when your plan allows it
• Add filter and Search agents… - narrow the list
• One agent card from onboarding - name, how recently it was touched, a short ID chip, View calls, and quick actions on the card

Click the agent card to open the editor.

Adding another agent

Click Create agent. If your plan includes only one agent, Agent limit reached appears with Your plan includes 1 agent - upgrade to add more. Choose View subscription to upgrade, or Cancel and keep customizing the agent you have.

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The agent editor

The editor header shows the agent name, a green Live / v1 badge, and Prompt Based - editing the live agent.

Four header controls sit above the tabs:

Required

Readiness checks. Opens Not ready for calls with required items and warnings before callers can reach the agent.

Edit with AInarrow: AI

Opens Claude / ChatGPT against this agent (needs an AI connection).

Live on

Which channels this agent answers on. 0 of 2 channels means Try this agent can work while customers still cannot reach it.

Try this agentnarrow: Try

Two ways to hear the agent before real callers do.

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Required can list blockers such as Telephony (callers cannot reach the agent yet), plus warnings like tools mentioned in the prompt that are not enabled, or AI disclosure missing from the greeting. In the editor there is no separate publish step - saving updates the live agent. To try a change before callers hear it, make it from a chat with Claude or ChatGPT: it goes to the agent’s staging copy, you test it (call the dial-in PIN with *0 added, or run test scenarios), then publish it. See Build a reliable phone agent.

Stay on Identity

For the first week you only need Instructions and Voice & Language. The other rail areas are the Agent Configuration reference - open that after a good test call.

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IdentityTHIS PAGE

InstructionsVoice & Language

Identity - Instructions

Three sections:

1. Basic Info

   Agent nameREQUIRED

   The name callers and your team see in chats and call logs. Onboarding fills this from your company details.

   Internal dial extensionASSIGNED410

   Dial this from any internal phone. The system assigns it - it cannot be changed.

   ▶Advanced - Reply stylecollapsed by default

   Open it only if you need to tune how replies are phrased.

2. Greeting

   AI disclosure

   When on, callers are told they are speaking to an AI if your greeting does not already say so. Voice Logica surfaces Article 50(1) and 50(5) of the EU AI Act here. If the toggle is off and the greeting does not disclose AI, you (the deployer) may not be compliant.

   Welcome message

   The first thing callers hear. Use Insert greeting for a starting line. Keep it short.

   ▶Advanced - Greetingcollapsed by default

   Extra greeting options.

3. AI personality & behavior

   This is the system prompt - the biggest lever on call quality. Cover:

   • The agent’s role and the company it represents
   • Tone (professional, warm, formal, casual)
   • What to collect, what to refuse, when to transfer or hang up
   • How to handle common questions

   Controls above the prompt:

   Prompt history

   Restore an earlier version.

   Insert variable

   Live values such as the caller’s number or today’s date. Use {{variable_name}}.

   Word pronunciation

   Teach brand names and acronyms.

   Improve with AI

   Refine the prompt in place.

   A character counter sits under the prompt (plan-dependent, for example 5,121 / 10,000). If you run out of room, move reference material into a knowledge base instead of stuffing the prompt.

Be specific

A detailed prompt is the single biggest factor in agent quality. Write the job the way you would brief a new receptionist on day one.

Identity - Voice & Language

Pick a primary language and a voice first. Add secondary languages later for callers who prefer them.

• Primary Language & Voice - Primary language is the language the agent starts every call in. Voice is the speaking voice; Preview plays a sample, Change voice opens the catalog. Advanced - Voice tuning is collapsed by default.
• Secondary Languages - Add language so the agent can detect and switch when a caller prefers another language.
• Call Background Audio - optional ambient sound (office, cafe) so the line feels less empty.
• Accuracy - Custom vocabulary for uncommon names and terms. Type a word and press Enter or comma.

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Listen first

Preview the voice before you leave the tab. Callers hear this on every call.

Try this agent

Click Try this agent in the editor header. The panel title is Try this agent. Two ways to hear it before callers do.

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1. Talk to it in your browser

   Uses your mic. Nothing goes live. This is the fastest loop while you edit the greeting or prompt.

2. Call it from your phone

   Dial the test number, then enter the PIN (with #). Dial and Copy are on the panel.

   This is the same test line you received at the end of sign-up.

3. Review the conversation

   Open Calls in the sidebar (or View calls on the agent card). Use the History tab (it may show a count) and Scheduled. Each row shows the caller, channel, agent, date, duration, and status (for example Answered).

   

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   Open a call to listen to the recording and read the transcript, then go back to Instructions or Voice & Language and adjust.

Saves go live

The editor footer is literal: You are editing the live version - Saved changes go to callers. Test after every meaningful edit, not only at the end.

Going live for customers

Try this agent is a private rehearsal line. Real customers reach the agent through a channel. Open Live on in the header to see Channels.

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1. Check 0 of 2 channels and the status line (for example Not reachable on any channel yet).
2. Turn on Website Widget, or use Telephony → Connect to attach a number - see Voice Logica Phone Numbers.
3. Keep a paid subscription so you have minutes for real traffic.

Then put the number on your website, email signatures, and listings.

First-week checklist

1

Open the onboarding agent - do not create a second one until you need it.

2

Rewrite the greeting - callers should know who they reached in the first few seconds, including the AI disclosure if the law in your region requires it.

3

Write a specific personality prompt - role, tone, what to collect, when to transfer.

4

Pick language and voice - preview the sample before you save.

5

Try it, then open Calls - browser or phone, then listen and iterate.

Troubleshooting

I cannot find a Create agent wizard for my first agent

That wizard is gone from the new-user path. Sign-up already created the agent when you finished the business form. Open AI agents / My Agents and click the card that is already there.

Create agent says Agent limit reached

Your plan includes a fixed number of agents (often 1 on Demo and the first paid tier). Click View subscription to upgrade, or keep shaping the existing agent. Extra agents are a plan limit, not a product bug.

What does the Required button mean?

Required opens Not ready for calls. Required items block real callers (for example Telephony not connected). Warnings call out mismatches such as tools mentioned in the prompt that are still off, or AI disclosure missing from the greeting. Fix each item and the chip clears.

Do I have to turn on AI disclosure?

If your greeting already says the caller is speaking with AI, you can leave the toggle off. If it does not, turn AI disclosure on. Under Article 50(1) and 50(5) of the EU AI Act, callers must be told at the first interaction that they are speaking with AI. You are the deployer - Voice Logica surfaces the reminder; compliance is yours.

Where did the Test line go?

It lives under Try this agent in the editor header - not as a permanent banner. Open the panel for Talk to it in your browser or Call it from your phone (number + PIN).

Do I need to publish after I save?

No. Saving in the editor updates the live agent (Live / v1), and the footer reminds you: saved changes go to callers. Only a change you stage from a chat (destination: "staging") waits: publish it with versions_execute (action "publish_agent_version") once you have tested it.

Next Steps

After the first good test call

Open Agent Configuration - a map of the remaining tabs. Start with Knowledge, then Hang up, then Call results. Identity stays on this page.

Need Help?

EMAIL

support@voicelogica.ai

DOCUMENTATION

docs.voicelogica.ai

LIVE CHAT

Available in your dashboard via the Support button