Agent Builder Wizard
Create a fully configured draft agent in minutes using a guided, step-by-step wizard. The wizard collects your goals, selects a template, and pre-fills defaults so you spend less time on setup and more time refining your agent.
🚀 Getting Started
Open the wizard from the Agent Builder list page:
- Go to Agent Builder in the main menu
- Click Create Agent with Wizard
- Answer the onboarding questions
- Walk through each step
- Click Create Draft Agent on the Review step
The wizard creates a draft agent with a generated prompt, pre-filled welcome messages, and configured actions. After creation, you land in the full agent builder to test, refine, and publish.
🎯 Onboarding Questions
Before the wizard steps begin, you answer three questions that shape the entire setup:
Practice Areas
Select the practice areas this specific agent should focus on. This shapes the agent's language and context — for example, an agent dedicated to personal injury cases can be more specific in how it qualifies leads and describes your firm's services than a general-purpose receptionist.
Available areas include Personal Injury, Mass Tort / Class Action, Family Law, Workers' Compensation, Criminal Defense, Immigration, Estate Planning / Probate, Social Security Disability, Employment Law, Intake, Marketing firm, Call center, and Other.
Contact Type
Choose who this agent will be talking to:
| Contact Type | Description |
|---|---|
| New leads | Prospective clients who haven't spoken with your firm yet |
| Existing clients | Current or past clients the agent needs to follow up with |
| Inbound only | The agent handles incoming calls — no outbound calls |
The contact type determines which primary goals are available and whether the wizard uses qualification-focused language.
Primary Goal
Pick the main job for this agent. The options change based on the contact type you selected:
| Goal | Available For | Description |
|---|---|---|
| Qualify and transfer | New leads | Screen callers, collect info, and hand off qualified leads |
| Call and connect | New leads | Reach the lead and bridge them to a team member immediately |
| Collect case info | Existing clients | Gather documents, updates, or outstanding information |
| Schedule appointment | Existing clients | Confirm, reschedule, or book a meeting |
| Connect to attorney | Existing clients | Bridge the client directly to their assigned contact |
| Answer and route | Inbound only | Handle inbound calls and route to the right person |
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Some goal combinations skip the Call Criteria step entirely — for example, "Call and connect" and "Connect to attorney" don't need qualification screening.
📋 Templates
After onboarding, the wizard recommends a template. Templates pre-fill action states, welcome messages, and prompt context based on common use cases:
| Template | Best For |
|---|---|
| Client Intake | Collecting case information from new leads through a structured form |
| Appointment Setter | Scheduling consultations, depositions, and meetings |
| AI Receptionist | Answering inbound calls 24/7 and routing callers |
| Transfer Agent | Reaching leads and bridging to a live team member |
| Medical Information | Requesting medical records and treatment details |
| Case Reactivation | Re-engaging unresponsive clients |
| Form-Based | Walking through any intake form as a natural conversation |
| Custom | Starting with minimal defaults for a fully custom setup |
You can change the template at any time by clicking Change Template in the wizard header. Switching templates reloads the contextual defaults without clearing the fields you've already edited.
📝 Wizard Steps
Step 1: Name & Voice
| Field | Description |
|---|---|
| Agent Description | An internal label your team sees in the dashboard (e.g. "PI Outbound — Jennifer") |
| Agent Purpose | A plain-language description of what this agent does — practice area, audience, and goal |
| Language | The language the agent speaks (defaults to English US) |
| Voice | Browse and preview voices, then select one for this agent |
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Include the practice area and a recognizable label in the description so your team can spot this agent quickly in the list.
Step 2: Call Criteria
This step is skipped automatically for goals that don't need screening (e.g. "Call and connect").
Knowledge Base — Optionally attach a knowledge base so the agent can reference FAQs, practice-area guides, or firm policies during calls.
Intake method — Choose between two approaches:
| Option | Description |
|---|---|
| Connect a form | Select an existing intake form — the agent walks through it as a natural conversation, following conditional logic |
| Free-text guidance | Describe what the agent should capture or what qualifies/disqualifies a lead |
When a form is selected, the wizard shows a read-only preview of all pages and questions, including conditional logic and disqualification rules.
Step 3: Actions
Configure what the agent can do during a call:
Live Transfer
| Setting | Description |
|---|---|
| Transfer Number | The phone number to transfer calls to |
| Transfer Type | Cold (send immediately) or Warm (give context first) |
| Transfer Only If Human | Only complete the transfer if a real person picks up |
| Detection Timeout | Seconds to wait for a real person to answer |
| Whisper Message | A message spoken only to the receiving agent before the transfer |
| Transfer Trigger | When to attempt a transfer: always attempt, high-intent signals, or explicit request only |
| Availability | Always available or business hours only (defaults to business hours only) |
SMS — Send a text message during or after the call using a configurable template with variables.
Email — Send an email to the client using a template with subject, body, and variable support.
Step 4: Welcome Messages
Set what the agent says at the start of each call:
| Message | Description |
|---|---|
| Outbound Welcome | The greeting when the agent calls someone |
| Bad Timing | What to say if the contact says it's not a good time |
| Voicemail Script | The message left when a call goes to voicemail |
| Inbound Welcome | The greeting when someone calls in |
| After Hours | Coming soon — configure a custom message for callers who reach the agent outside business hours |
Each message field supports variables — click the variables button to insert dynamic values like , , , or .
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The wizard pre-fills these messages based on your selected template and contact type. You can edit them freely.
Step 5: Review & Create
The review step shows a summary of everything you've configured:
- Description and selected voice
- Call criteria — connected form or qualification guidance
- Actions — transfer settings, SMS, email
- Welcome messages — count of configured messages
- Knowledge base — whether one is attached
Each tile has an Edit link that jumps back to the relevant step. When you're satisfied, click Create Draft Agent to generate the agent.
🧠 AI-Generated Prompts
The wizard uses AI to generate a tailored agent prompt from your structured inputs. The prompt combines:
- Template-specific role description
- Contact type and primary goal context
- Practice areas
- Agent purpose (your plain-language description)
- Qualification criteria or form-based guidance
- Transfer behavior rules (trigger mode, availability)
- SMS and email action context
The generated prompt is editable in the full agent builder after the draft is created.
✨ Contextual Defaults
When you select a template and contact type, the wizard fetches pre-filled defaults for:
- Agent purpose
- Outbound and inbound welcome messages
- Bad timing and after-hours messages
- Voicemail script
- Action toggles (transfer, SMS, email)
Defaults are only applied to fields you haven't manually edited. If you change the template, the wizard re-applies defaults only to untouched fields.
🌟 After Creating the Draft
The wizard creates a draft agent — it is not published yet. After creation:
- Test the agent — Use the test call panel in the full agent builder to verify voice, call flow, and transfer behavior
- Refine prompts — Use the Customize Behavior chatbox or edit the prompt directly
- Attach to a campaign — Once the agent behaves correctly, connect it to an AI campaign
- Publish — Click Save & Publish to make the agent live
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The full agent builder gives you access to all advanced settings — post-call analysis, CRM variables, DTMF input, ambient sound, and more — that the wizard intentionally leaves out to keep the initial setup fast.