Your First Agent Checklist

Use this checklist to ensure you’ve completed everything needed to deploy your first AI voice or chat agent.

Before You Start

• Choose your agent type — Voice Agent or Chat Agent
• Select your AI provider — Gemini, OpenAI, or Grok
• Prepare your system prompt — The instructions that define your agent’s behavior
• Identify your use case — Support, sales, FAQ, scheduling, etc.

Creating Your Agent

1. Navigate to Agent Management Open your Bizway dashboard and go to the Voice Agents or Chat Agents section.

2. Configure Your Agent Set the agent name, select your AI model and provider, write your system prompt, and configure parameters like temperature and max tokens. For voice agents, also select a voice and set the call timeout limit.

3. Add Webhook Tools (Optional) Connect your agent to external APIs by configuring webhook tools. Use runtime variables like {{caller_phone}}, {{call_sid}}, and {{agent_id}} for dynamic context.

4. Test Your Agent Use the built-in testing interface to send messages or make test calls. Verify that your agent responds correctly and webhook integrations work as expected.

Deploying Your Agent

1. Deploy to Web or Phone Voice agents can be deployed to phone numbers or embedded as web-based voice interfaces. Chat agents can be integrated into your website or application.

2. Monitor in the Command Center Use the real-time Command Center to track active sessions, view call statistics, and monitor agent performance.

3. Review Transcripts After conversations, review full transcripts to analyze agent quality and identify improvement opportunities.

4. Iterate and Optimize Update system prompts, adjust model parameters, or switch AI providers based on performance data — all without redeploying.

Tip

Start with a focused use case and a well-crafted system prompt. You can always expand your agent’s capabilities later by adding webhook integrations and refining the prompt based on real conversation data.