> ## 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.

# Setup Agent via Talk to AI

> Create agents using natural language — no coding or prompt engineering required.

## Setup Agent via Talk to AI

Describe your ideal agent in plain English. Our AI builds the prompt, selects the voice, and configures tools — all in seconds.

***

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</CardGroup>

***

### How It Works

1. Click **Create New Agent** → **Talk to AI**.

2. Type or speak your request:
   > “Create a friendly female agent named Sarah who books dental appointments, speaks Spanish, and syncs with GoHighLevel calendar.”

3. AI generates:
   * Full prompt
   * Voice selection
   * Calendar integration
   * Transfer rules

4. Review & tweak (optional).

5. Click **Generate Agent**.

***

### Assign Generated Agent to a Client (Agency Workflow)

Once your agent is created, **push it to any client’s portal** in under 30 seconds:

1. **Go to Client Portal**\
   From your **Agency Dashboard** → **Clients** → **Manage Subaccounts**

2. **Select an Existing Client**\
   Click on the client you want to assign the agent to (e.g., “ABC Dental Clinic”).

3. **Assign the Agent**
   * Click **+ Assign Agent**
   * Search for your newly created **Talk to AI agent**
   * Select it and click **Next**

4. **Paste & Customize for Client**
   * **Brand Override**: Paste client-specific logo, name, or greeting
   * **CRM Mapping**: Connect to their GHL, Salesforce, or Cal.com
   * **Permissions**: Choose `Edit`, `View Only`, or `No Access`
   * **Domain**: Enable custom domain (e.g., `ai.abcclinic.com`)

5. **Deploy & Notify**
   * Click **Assign & Deploy**
   * The agent instantly appears in the **client’s dashboard** under their branding
   * Auto-email sent: “Your AI Phone Agent is live!”

***

### Example Inputs & Outputs

| Your Input                                                         | What AI Builds                                                          |
| ------------------------------------------------------------------ | ----------------------------------------------------------------------- |
| “Create a solar sales bot that handles objections and books demos” | GPT-4 + confident male voice + objection-handling logic + calendar sync |
| “Support agent that transfers to human after 3 failed attempts”    | Escalation rules + live transfer + sentiment detection                  |
| “Follow-up on missed calls with SMS reminder”                      | SMS tool + callback scheduling + CRM tag update                         |

***

### Best Practices

* Be **specific** about goal, tone, language, and tools.
* Mention **accent** (e.g., “British English”) if needed.
* Avoid jargon — talk like you’re briefing a new employee.
* **Always clone** the master agent before assigning to clients.

***

<Tip>
  Use **Talk to AI** for rapid prototyping.\
  Agencies: Scale to 100+ clients with **unlimited subaccounts** — just \$297/mo.
</Tip>