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

#  Agent

> Powerful AI Assistants Under Your Control

### Overview

Agents are the cornerstone of Elemente AI, designed to manage **inbound and outbound phone calls, as well as WhatsApp messaging,lead qualification and  call routing.** By creating an agent and assigning phone numbers, you can build sophisticated, AI-driven interactions tailored to a variety of use cases.

### Core Features of Agents

Agents are equipped with several key components that enable you to build and manage powerful AI assistants:

* **Prompts:** Instructions provided to the agent to guide its behavior and responses.

- **Actions:** Tools and commands available to your agent, such as ending conversations or transferring calls.
- **Knowledge Base:** A repository of information that the agent can access to provide accurate and relevant responses.
- **Voices:** Synthetic voices assigned to your agent to ensure consistent and natural-sounding interactions.
- **WhatsApp:** Capability to send and receive messages on WhatsApp, expanding communication channels with customers.
- **Lead Qualification:** Allows agents to engage in lead qualification, gathering essential information to prioritize and follow up with potential leads.
- **Call Routing:** Routes calls to the appropriate AI agent or human agent based on predefined rules and conditions.
- **SMS:** Capability to send SMS messages. SMS messages can be sent before or after a call, and are also sent if a call fails.
- **Voicemail:** Allows the agent to manage voicemail when a call is not answered, without recording.

### How to Configure an Agent

Agents can be configured via our Dashboard by following these steps:

**1. Load the Agent:**

* On the dashboard, click "Ai Agent" to load the agent.

<img className="" src="https://mintcdn.com/miles-cbcbe49f/5qUfBDDZVTmBOIH5/images/agent/agent.png?fit=max&auto=format&n=5qUfBDDZVTmBOIH5&q=85&s=796f7eb18059db5106ced809ba655cae" alt="Hero Light" width="1919" height="951" data-path="images/agent/agent.png" />

## Set Up an Agent

### 1. Choose a Setup Method

Agents can be set up in two ways:

* **Using a Template:** Preconfigured settings for quick setup.

<img className="" src="https://mintcdn.com/miles-cbcbe49f/5qUfBDDZVTmBOIH5/images/agent/template.png?fit=max&auto=format&n=5qUfBDDZVTmBOIH5&q=85&s=43809ffa0a416bd5b63a85f2cb67d535" alt="Hero Light" width="1912" height="957" data-path="images/agent/template.png" />

### Select Channel Direction

* If targeting **WhatsApp**, select **WhatsApp** on the left tab of the modal to populate its template and set up the agent.
* If targeting a **phone call**, select **Phone** on the left tab of the modal to populate its template and set up the agent.

<img className="" src="https://mintcdn.com/miles-cbcbe49f/5qUfBDDZVTmBOIH5/images/agent/agent_channel.png?fit=max&auto=format&n=5qUfBDDZVTmBOIH5&q=85&s=2df7fc68e3f34fa118b960c9236c4c70" alt="Hero Light" width="1005" height="680" data-path="images/agent/agent_channel.png" />

**Note:** Each template is different depending on the channel, and its prompt works differently.

### **Creating from Scratch:** Follow the steps below.

### 2. Manual Agent Setup

* Enter the agent's name.
* Select the **Direction**:
  * Inbound
  * Outbound
  * Both directions
* Select the **Channel**:
  * Call
  * WhatsApp
  * SMS
  * Email

**3. Customize Your Bot:**

* Select the avatar.
* Set up Agent Display name.
* Select Language.
* Define Agent specialty.
* Define Agent Description.

<img className="" src="https://mintcdn.com/miles-cbcbe49f/5qUfBDDZVTmBOIH5/images/agent/customize.png?fit=max&auto=format&n=5qUfBDDZVTmBOIH5&q=85&s=cd3895df9afe347448b20e4dc2983284" alt="Hero Light" width="1285" height="821" data-path="images/agent/customize.png" />

**4. Add Prompt:**

* setting up Prompt.
  [read more about setting prompts](/guide/prompt).

<img className="" src="https://mintcdn.com/miles-cbcbe49f/5qUfBDDZVTmBOIH5/images/agent/prompt.png?fit=max&auto=format&n=5qUfBDDZVTmBOIH5&q=85&s=4747af5a6e3e818fbbc99d170364317f" alt="Hero Light" width="1335" height="884" data-path="images/agent/prompt.png" />

**5. Upload or Import a Knowledge Base (optional but recommended):**

* Enhance the agent's intelligence by uploading or importing a knowledge base.
  [read more about Knowledge Base](/guide/voicebot/knownledge-base).

<img className="" src="https://mintcdn.com/miles-cbcbe49f/5qUfBDDZVTmBOIH5/images/agent/kb.png?fit=max&auto=format&n=5qUfBDDZVTmBOIH5&q=85&s=fbb1f7625844c02404b7f031adc2a545" alt="Hero Light" width="1438" height="832" data-path="images/agent/kb.png" />

**6. Assign a Number to the Agent:**

* Purchase a number.
* Choose a country to buy Phone number .
* Assign  number to an agent.
* Configure WhatsApp for the agent ( clicking on the connect sender button)
  [read more about Knowledge Base](/guide/purchasing-phone-number).

<img className="" src="https://mintcdn.com/miles-cbcbe49f/5qUfBDDZVTmBOIH5/images/agent/number.png?fit=max&auto=format&n=5qUfBDDZVTmBOIH5&q=85&s=2dd23710a47e31b128f446e4b8521488" alt="Hero Light" width="1434" height="893" data-path="images/agent/number.png" />

* **Assigned number**
* Click on the "My Number" button to view the numbers you have purchased and assign them to the agent.

<img className="" src="https://mintcdn.com/miles-cbcbe49f/5qUfBDDZVTmBOIH5/images/agent/my_number.png?fit=max&auto=format&n=5qUfBDDZVTmBOIH5&q=85&s=1d87e15753491102ba84b2a2fb8237e0" alt="Hero Light" width="1461" height="884" data-path="images/agent/my_number.png" />

**7. Call Routing:**

* Set up agents to route calls when a particular agent is unable to handle a customer query.
* Route calls from one agent to another agent.
* Route calls from an agent to a human agent.

<img className="" src="https://mintcdn.com/miles-cbcbe49f/5qUfBDDZVTmBOIH5/images/agent/routing.png?fit=max&auto=format&n=5qUfBDDZVTmBOIH5&q=85&s=6583dc13f1372ffee7925a428580f1b7" alt="Hero Light" width="990" height="789" data-path="images/agent/routing.png" />

**7. Test Agent:**

* The agent can be tested via voice.
* Test the agent using a phone number (inbound).
* Test the agent via text.

<img className="" src="https://mintcdn.com/miles-cbcbe49f/5qUfBDDZVTmBOIH5/images/agent/test.png?fit=max&auto=format&n=5qUfBDDZVTmBOIH5&q=85&s=ffeaac8b3f8adcea04e5e7ef67bb6f29" alt="Hero Light" width="1554" height="860" data-path="images/agent/test.png" />
