Skip to main content

Quick Start Guide

This quick start guide will help you get up and running with Agoralia in just a few minutes.

Step 1: Create Your Workspace​

  1. Sign up for an Agoralia account
  2. Complete the workspace setup wizard:
    • Enter your workspace name
    • Set your timezone
    • Choose your language preferences

Step 2: Create Your First AI Agent​

  1. Navigate to Agents in the main menu
  2. Click Create Agent
  3. Complete the 5-step wizard:

Step 1: Base Configuration​

  • Name: Give your agent a name (e.g., "Sales Assistant")
  • Language: Select the primary language
  • Role: Choose Inbound, Outbound, or Both

Step 2: Character & Welcome​

  • Mission: Describe what your agent should do
  • First Message: Set the initial greeting message

Step 3: Voice & Behavior​

  • Voice: Select a voice model
  • Temperature: Set creativity level (0-1)
  • Speed: Adjust speaking speed

Step 4: Transcription & Call Settings​

  • STT Mode: Choose speech-to-text mode
  • Max Call Duration: Set maximum call length
  • Silence Duration: Configure silence handling

Step 5: Advanced & Knowledge Base​

  • Knowledge Base: Optionally attach a knowledge base
  • Webhooks: Configure webhooks if needed
  1. Click Create to create your agent

Step 3: Add a Phone Number​

  1. Navigate to Numbers in the main menu
  2. Click Add Number
  3. Choose your telephony provider (if not set up, go to Settings → Telephony first)
  4. Select or purchase a phone number
  5. Verify the number

Step 4: Import Leads (Optional)​

  1. Navigate to Leads in the main menu
  2. Click Import Leads
  3. Choose an import method:
    • CSV: Upload a CSV file
    • CRM: Import from your CRM system
  4. Map columns and import leads

Step 5: Create Your First Campaign​

  1. Navigate to Campaigns in the main menu
  2. Click Create Campaign
  3. Complete the campaign wizard:

Step 1: Template​

  • Select a campaign template or start from scratch

Step 2: Audience​

  • Choose leads or use Agoralia search
  • Select the leads for this campaign

Step 3: Extraction Schema​

  • Define what data to extract from calls
  • Add fields based on your needs

Step 4: Compliance​

  • Review compliance requirements
  • Set consent and DNC checks

Step 5: Resources​

  • Select your AI agent
  • Choose a phone number
  • Attach a knowledge base (optional)

Step 6: Schedule​

  • Set campaign schedule
  • Configure start and end times

Step 7: Review​

  • Review all settings
  • Check cost estimate
  • Click Create Campaign

Step 6: Start Your Campaign​

  1. Navigate to your campaign
  2. Click Start Campaign
  3. Monitor calls in real-time
  4. View results as calls complete

Next Steps​

Now that you've created your first campaign, explore these features:

  • Monitor Calls: View all calls in the Calls page
  • View Results: Analyze campaign results and extracted data
  • Manage Leads: Import more leads or update existing ones
  • Create Knowledge Bases: Add context for your agents
  • Configure Settings: Customize workspace settings

Common Tasks​

Making Test Calls​

  1. Create a test lead with your own phone number
  2. Create a small test campaign
  3. Start the campaign
  4. Answer the call to test your agent

Viewing Call Transcripts​

  1. Navigate to Calls
  2. Click on a call to view details
  3. See the full transcript and segments

Exporting Results​

  1. Navigate to your campaign
  2. Scroll to Results
  3. Click the download icon to export CSV

Getting Help​

  • Documentation: Browse the full documentation for detailed guides
  • Support: Contact support for assistance
  • Community: Join the community for tips and best practices