Create an AI Agent

Agents are the core of Replicer: they are the artificial intelligences that handle your calls. Each agent has a personality, a prompt, a voice, and a configurable set of tools.

Available agent types

Replicer offers 4 built-in templates to choose from as a base for your agent:

Template	Description	Ideal use
Receptionist	Handles inbound and outbound calls, routes requests	Reception, switchboard
Sales Qualifier	Qualifies leads through targeted questions	Lead generation, pre-sales
Call Center Seller	Professional closer for sales calls	Sales, upselling
Personal Secretary	Appointment and reminder management	Scheduling, personal assistant

Create a new agent

1. From the dashboard, click Agents in the sidebar.
2. Click Create agent (or the + button).
3. Select one of the 4 templates as a base.
4. Enter the agent's name.
5. Choose the call direction: inbound, outbound, or both.
6. Confirm the creation.

The agent will be created with a default configuration based on the chosen template. You can customize it in detail in the next step.

Configure the agent

After creation, access the agent's configuration page by clicking on it in the list. Here you can customize:

Voice

Select the voice the agent will use during calls. You can listen to a preview of each voice before choosing.

Phone number

Assign a phone number to the agent for outbound calls. You can select from numbers purchased in the VoIP section.

TIP

The same number can be assigned both as the outbound source number and as the inbound number (in VoIP settings). This way the same agent handles both outgoing and incoming calls.

Knowledge Base

Link one or more knowledge bases to the agent. The knowledge base contains information the agent can reference during calls to provide more accurate responses.

Prompt

The prompt is the agent's main instruction. It defines:

• Who the agent is (name, role, company)
• How it behaves (tone, communication style)
• What it should do (call objectives)
• Opening greeting (how it starts the conversation)

You can use dynamic variables in the prompt, which will be replaced with real data at call time. For example:

Hi {{customer_first_name}}, I'm calling from {{company_name}} regarding...

Available variables include:

Variable	Description
customer_first_name	Contact's first name
customer_last_name	Contact's last name
customer_company	Contact's company
customer_phone	Phone number
customer_email	Contact's email
customer_city	Contact's city

Tools

Configure the tools the agent can use during the call:

• Transfer call — Forward the call to a human operator
• End call — Close the conversation
• Extract variables — Save information collected during the call
• Send SMS — Send a text message to the contact
• Send Email — Send an email to the contact
• Send WhatsApp — Send a WhatsApp message
• Check calendar — Check availability
• Book appointment — Create a calendar event
• Custom API — Call an external endpoint

Advanced workflow (States)

For more complex needs, you can access the agent's Advanced section to configure a state-based workflow. This lets you define:

• States — The different phases of the conversation
• Transitions — The rules for moving from one state to another

The workflow is built visually with a drag-and-drop editor.

Next step

With your agent configured, you're ready to make your first call.