Objective
Create an outbound agent from a template and open it in the editor, ready to be given a prompt.The scenario
Acme Lending sends a reminder call three days before a customer’s EMI is due. The agent, Ananya, confirms who she is speaking to, states the amount and date, and asks when the customer will pay. This lesson creates her; the next three give her a prompt, a voice and a test call.Hands-on
Creating a single-prompt agent in the dashboard
1
Open the create dialog
In the sidebar, click Assistants, then Create agent. In the Create Assistant dialog, choose the Outbound tab: the reminder is a call Acme places, not one it receives.
2
Start from the Financial templates
Under Select industry templates, click Financial and pick the template closest to a payment reminder. A template gives you a prompt written for the use case, which you edit in the next lesson.
3
Name the agent and pick its languages
Set Agent Name to
EMI reminder - Hindi. The name is how your team finds the agent later, so say what it does and in which language.Set Primary Language to English (India) and Secondary Language to Hindi, so Ananya can switch when a customer answers in Hindi.4
Choose a voice
Pick any Indian English female voice; clicking a card plays its preview. You will compare voices properly in lesson 3. Click Next.
5
Fill in the call context
These fields are what the template turns into a prompt. Enter:
- Company details:
Acme Lending offers personal and two-wheeler loans across Maharashtra. - Purpose of the call:
Remind the customer of their upcoming EMI and note the date they will pay.
6
Wait for the prompt
A progress screen shows while Ringg writes the prompt from your context, usually under a minute. Then you see Assistant created and the agent opens in the editor.
Checkpoint
The editor’s top bar shows EMI reminder - Hindi and a Test assistant button, and the Prompt section holds a first message and prompt sections. The agent also appears on the Agents page.
Exercise
Open Create agent again, pick the same Financial template, fill in Agent basics, click Next, then click Back. Expected result: the first step still shows the name, languages and voice you entered; Back returns without losing them. Close the dialog without creating a second agent.What you learned
- Every agent starts in the Create Assistant dialog, where the channel tab decides whether it calls, answers, runs on a web page or on WhatsApp.
- A template writes the first prompt from the call context you enter. You edit from there rather than from a blank page.
- Languages and voice are set at creation but can be changed later, so a wrong choice here costs nothing.
Reference
Create an agent
Every field, the API call, and troubleshooting.
Agent types
Outbound, inbound, web and WhatsApp agents, single- or multi-prompt.