> For clean Markdown of any page, append .md to the page URL.
> For a complete documentation index, see https://docs.formantai.com/llms.txt.
> For AI client integration (Claude Code, Cursor, etc.), connect to the MCP server at https://docs.formantai.com/_mcp/server.

# Create your first agent

> Configure, test, and prepare a FormantAI voice agent for production calls.

An agent is the voice worker that handles each call. It combines the conversation instructions, voice, speech settings, dynamic variables, tools, knowledge base access, phone configuration, retry behavior, and webhook targets.

## Build path

Open the dashboard, go to **Agents**, and create a new agent. Give it a clear name that matches the workflow it owns, such as `Renewal outreach`, `Lead qualification`, or `Support intake`.

Define the agent role, objective, tone, required questions, escalation rules, and when the call should end. Keep the prompt direct and operational.

Add variables your backend will pass at call time, such as `customer_name`, `account_id`, `appointment_time`, or `ticket_id`. `customer_phone` is required for outbound calls.

Select the voice, language, transcription provider, and turn-taking behavior that match your audience and latency requirements.

Connect API tools for real-time actions and attach knowledge base content for approved answers.

Assign phone configuration and add webhook targets for terminal call events.

Run test calls with normal, edge-case, interruption, silence, no-answer, and transfer scenarios.

## Production agent checklist

The prompt tells the agent what to collect, what not to say, when to transfer, and how to close the call.

Every variable used by the prompt, tools, results, or webhook payload is supplied by the API or CSV.

Expected caller questions retrieve the correct source content before the agent goes live.

Tool failures have fallback language and do not expose raw system errors to callers.

Your backend verifies webhook signatures and deduplicates events.

Structured outputs map cleanly into your CRM, BI, support, or workflow systems.

## What to configure next

Use stages for structured flows, deterministic transitions, tool steps, and retry resume points.

Trigger the agent from your backend and retrieve the final conversation.