Objective
Say what Ringg does, name the channels an agent can talk on, and pick the one Acme Lending needs.The scenario
Acme Lending offers personal and two-wheeler loans across Maharashtra. Every month its staff phone customers whose EMI is about to fall due, confirm the amount, and ask when they will pay. These lessons replace those calls with an agent called Ananya.Hands-on
1
Know what an agent does
An agent makes and answers phone calls, talks to visitors in a web widget, and chats with customers on WhatsApp. Teams use them for EMI and payment reminders, lead qualification, appointment reminders, delivery updates and inbound support. You build one in the dashboard or by API, give it a number, and put it to work one call at a time, over a CSV list as a campaign, or as a step in a workflow.
2
Learn the channels
An agent’s channel decides how conversations reach it. Four channels, and one that combines two of them:
Most agents are single-prompt: one prompt drives the whole conversation. A multi-prompt agent is a canvas of nodes, for flows with strict steps such as identity checks or keypad menus. Ananya is single-prompt.
3
Pick Acme's channel
Acme places the reminder call; the customer does not ring Acme. So Ananya is an Outbound agent, and her calls come from a list of customers: a campaign, with a number to call from and Logs to read afterwards.
4
Find the four sections
Sign in to the dashboard and find the four sections these lessons use: Assistants at the top of the sidebar, then Monitor → Logs, Monitor → Campaigns and Inventory → Numbers in the groups below. Lesson 3 walks through each.
Checkpoint
Without the docs open, you can point to Assistants, Monitor → Logs, Monitor → Campaigns and Inventory → Numbers in the sidebar, and say that Ananya is an outbound agent who calls a list.
Exercise
Pick a second use case from the list in step 1 and name the channel it needs. Expected result: inbound support is an Inbound agent, because the customer places the call; a payment reminder, lead qualification, appointment reminder or delivery update is Outbound, because your business does.What you learned
- An agent is what talks. Its channel decides whether it calls, answers, talks in a browser or chats on WhatsApp.
- Ananya is an outbound, single-prompt agent, and Acme will run her over a list as a campaign.
- Agents live under Assistants; calls, campaigns and numbers live under Monitor and Inventory.