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.
Open the wizard from the Agent Builder list page:
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.
Before the wizard steps begin, you answer three questions that shape the entire setup:
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.
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.
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.
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.
| 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.
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.
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.
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.
The review step shows a summary of everything you've configured:
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.
The wizard uses AI to generate a tailored agent prompt from your structured inputs. The prompt combines:
The generated prompt is editable in the full agent builder after the draft is created.
When you select a template and contact type, the wizard fetches pre-filled defaults for:
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.
The wizard creates a draft agent — it is not published yet. After creation:
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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.