First customer journey

This route gives you the fastest safe proof that the platform is ready.

1. In Agents, create an agent with a clear role, language, prompt, and greeting.
2. In Integrations, connect the telephony provider that owns the number you will use.
3. In Phone Numbers, attach the number to the agent.
4. Use the dashboard test action and call a test number you control.
5. Review the completed call, transcript, recording availability, and outcome in the call or campaign view.
6. Add a small test contact list and run a one-contact campaign only after the test call succeeds.

Caution

Do not launch a production campaign until you have confirmed the assigned phone number, prompt, consent process, and destination webhook.

Continue with Create a voice agent for detailed configuration.