> ## Documentation Index
> Fetch the complete documentation index at: https://docs.closerx.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Create Agent

> Step-by-step guide on creating an AI calling agent within the platform.

## Create an Agent

Learn how to create your own AI voice agent — from choosing how it’s built, to configuring its language, voice, intelligence model, and integrations with your workflow tools.

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### 1. Access the Agent Builder

* Go to the **Agents** page in your dashboard.
* Click **Create New Agent** to open the agent creation options.
* You’ll see four ways to get started:
  1. **Create from Scratch** – Build a new agent manually with full control.
  2. **Talk to AI** – Describe your agent in natural language and let the platform auto-generate it.
  3. **Use Template** – Choose from ready-to-use agent templates for common use cases (e.g., real estate follow-ups, appointment scheduling).
  4. **Upload Script** – Import an existing script or call flow to instantly create an agent.

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### 2. Choose Model, Voice & Language

* After your agent is created, you can configure its intelligence and voice:
  * **Select LLM model:** Choose the large language model (e.g., GPT, Claude, Gemini) that powers your agent’s understanding and responses.
  * **Select voice:** Pick from male/female options, various tones, and emotional styles.
  * **Select language and accent:** Match your agent’s audience for localization and clarity.
  * **Add base prompt:** Define your agent’s personality, purpose, and communication tone.

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### 3. Configure Core Settings

* **Voice Settings:** Adjust speaking rate, pitch, pauses, and emotional tone.
* **Call Settings:** Define retry limits, call duration, concurrency, and time windows.
* **Post-Call Analysis:** Enable transcription, call summaries, sentiment analysis, and CRM data updates.

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### 4. Calendar & CRM Integrations

* Connect your preferred calendar systems to enable automatic appointment booking and scheduling:
  * **Cal.com**
  * **GoHighLevel (GHL)**
  * **Salesforce**
* Map event types and availability windows so your AI agent can book meetings directly during calls.

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### 5. Advanced Features

* **Call Transfer:** Route live calls to human agents or departments based on lead intent or keywords.
* **Custom Triggers & Automations:** Link workflows via Zapier, Make, or direct APIs.
* **Whitelabel Branding:** Customize the agent name, caller ID, and experience under your brand.
* **Versioning & Rollback:** Keep multiple versions of the same agent and revert to earlier ones if needed.

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### 6. Save & Deploy

* Review all configurations and **save your agent**.
* Test the flow using the built-in **Playground** or **Preview mode**.
* Once verified, **launch the agent** by assigning it to a campaign or workflow.

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<Tip>
  Start simple — for example, a lead qualification agent or appointment scheduler — and then expand with call transfers, integrations, and analytics once your base setup runs smoothly.
</Tip>