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Platform guide · Create and configure agents

Create an agent with the form

The creation form gives you direct control over the agent configuration. The provider determines which voice, model and tool options are available.

Navigation pathAgents → Create Agent
PrerequisitesProvider access and the intended inbound or outbound use case.

Usage steps

  1. Select Create Agent at the bottom of the agent list. Enter an Agent Name of up to 40 characters and an optional Description.

  2. Select the platform provider shown in the form: Native Agent, Vapi or Retell. Choose Inbound to receive calls or Outbound to make them. See Create an agent and choose a provider for the separate setup path for each.

  3. If an inbound agent should also participate in campaigns, review Allow Outbound Campaigns. Choose the language model and a compatible voice.

  4. Select the relevant provider integration where the form offers a key selector. You can attach knowledge and an available phone number during setup or configure them later.

  5. Select Continue to move from Setup & Voice to Prompts & Tools. Complete the required prompt and tool configuration, review the form and submit the creation action.

  6. Open the resulting agent and confirm its configuration and provider sync status before testing.

Edited illustration of the Create Agent form with providers in the order Native Agent, Vapi, Retell
Figure 4. Enter the identity first, then choose the provider. Later options change according to this selection. Edited illustration showing provider order: Native Agent, Vapi, Retell.

Expected result. The new agent appears in the agent list.

Practical notes and troubleshooting. The existing-agent editor states that the provider cannot be changed after creation. Choose it deliberately.

Write the opening message and promptThe First Message is the opening the caller hears. The System Prompt tells the agent what to do throughout the conversation, including how to use tools and handle exceptions.Choose the voice and transcription settingsVoice settings control speech output, while speech-to-text settings control how the caller is transcribed. The language model decides the response. These are separate choices.Inspra CopilotInspra Copilot is an AI assistant that helps you create an agent from a plain-language brief. It asks for missing essentials and prepares an agent configuration for your review.