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Prerequisites

  • A ConverSimple account at app.conversimple.com.
  • One short job for the agent, such as answering product questions from an approved knowledge source.
  • Permission to use the microphone in your browser for Quick Test.

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Create and test

  1. Open Agents and create an agent. For a first agent, choose Free-flow and Standard Pipeline. Compare modes.
  2. Give it a concise purpose, instructions, and a greeting. Tell it what to do when information is missing.
  3. If answers must come from business documents, attach a knowledge base and assign a retrieval tool. If it must act in another system, configure an HTTP or integration tool with a meaningful input schema. Knowledge and tools.
  4. In Quick Test, ask a question the agent can answer and one it should decline. If a tool is involved, verify the tool result and spoken answer in the conversation timeline.
  5. Publish the agent, then create a deployment for the intended channel.
Test Mode can substitute configured tool responses. Turn it off when validating a real integration: a successful simulated result does not prove that an external service received a request.

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Next step

Use Embed an agent for a website or Connect a Twilio number for phone calls. Browser Quick Test and a deployed widget share voice infrastructure but have separate client surfaces; test the actual deployment before launch.