# Overview

This section is how you finish the onboarding agent so it can work a real line - not how you name it or pick a voice. Identity (name, greeting, personality, **Try this agent**) is [Your First Agent](https://docs.voicelogica.ai/getting-started/your-first-agent/). Open that first if you have not shaped the agent yet.

The editor has no publish step: a change staged from a chat with Claude or ChatGPT is the only kind that waits for a publish (see [Build a reliable phone agent](https://docs.voicelogica.ai/agent-configuration/build-a-reliable-agent/)). The header shows **Live / v1** and **Prompt Based - editing the live agent.** Save only when you mean the next caller to hear it.

## What to set up, in order

Do not walk the rail top to bottom on day one. This order is what actually makes an inbound receptionist work.

1. **Identity** - already done on [Your First Agent](https://docs.voicelogica.ai/getting-started/your-first-agent/). Greeting + prompt + a test call that sounds like your company.

     <ShotPlaceholder
       src="/assets/getting-started/editor-rail.png"
       name="editor-rail"
       alt="Agent editor left rail with Identity selected"
       capture="Agent editor left rail: Identity, Skills, Call handling, Channels, After the call, Recording and Privacy."
     />

2. **Skills - Knowledge** - attach a library so the agent has facts. Without this, it guesses or says "I don't know." [Knowledge](https://docs.voicelogica.ai/agent-configuration/memory/).

3. **Call handling - Hang up** - one clear "we're done" reason, plus a duration ceiling. Otherwise a polite caller sits on a dead line. [Hang up](https://docs.voicelogica.ai/agent-configuration/end-call/).

4. **After the call** - set [Call results](https://docs.voicelogica.ai/agent-configuration/call-results/) (turn **Call Summary** on if you want Call Memory later; add only properties you will filter on). Then [Alerts](https://docs.voicelogica.ai/agent-configuration/alerts/) if someone should be notified. In the rail, **Alerts** appears above **Call results**.

5. **Recording & Privacy** - turn recording on if someone will listen back. Put the consent line in the greeting. [Recording](https://docs.voicelogica.ai/agent-configuration/recording/).

6. **Then, only if a test call showed a problem** - [Tools & Workflows](https://docs.voicelogica.ai/agent-configuration/built-in-tools/) (SMS, skip-turn, silence, workflows), [Transfer](https://docs.voicelogica.ai/telephony/transfer/), [Advanced](https://docs.voicelogica.ai/agent-configuration/advanced-config/) (talks-over / can't-hear), [How the agent hears](https://docs.voicelogica.ai/agent-configuration/transcription/).

**Required** in the editor header is the go-live checklist. It opens **Not ready for calls** with required items and warnings. Anything required here will fail on a real caller even if **Try this agent** still works.

  <ShotPlaceholder
    src="/assets/agent-configuration/required.png"
    name="required"
    alt="Not ready for calls Required checklist"
    capture="Agent editor Required panel open."
  />

- **Required** — Opens **Not ready for calls**. Required items (for example **Telephony** not connected) block real callers. Warnings call out mismatches such as tools mentioned in the prompt that are still off.
- **Edit with AI** (narrow: AI) — Opens Claude / ChatGPT against this agent (needs an AI connection).
- **Live on** — Which channels this agent answers. **0 of 2 channels** means the test line can work while customers still cannot reach it.
- **Try this agent** (narrow: Try) — Rehearse before real callers. Browser or phone + PIN. [Your First Agent](https://docs.voicelogica.ai/getting-started/your-first-agent/).

## Where each tab is documented

The left rail groups match the live editor:

- **Identity** — Instructions, Voice & Language (First-week tutorial - not repeated here)
- **Skills** — Knowledge, Tools & Workflows
- **Call handling** — Transfer, Outgoing, Hang up, Advanced (Outgoing is under Outbound Calls)
- **Channels** — Website Widget, Telephony (Shows 0 of 2 until connected)
- **After the call** — Alerts, Call results (Rail order: Alerts, then Call results)
- **Recording & Privacy** — Recording, retention, and privacy

Do not create a separate Analysis Agent - **Call results** on *this* agent is the analysis.

A number answers **one** agent. Turning it on for a second agent takes it off the first.

Hearing (vocabulary, lag, interruptions that are really a transcription setting) is [How the agent hears](https://docs.voicelogica.ai/agent-configuration/transcription/).

## Troubleshooting

**I opened the editor and do not know which tab to touch**

Stay on **Identity** until **Try this agent** sounds right. Then **Knowledge**, then **Hang up**, then **Call results** / **Alerts**. Everything else is a response to a real complaint (talks over me, no recording, nobody got the email).

**Required shows items to fix but Try this agent works**

The test line skips some go-live checks. Open **Required** - if **Telephony** is listed under REQUIRED, callers still cannot reach the agent. Connect a channel under **Channels** before you put a customer number live.