Your First Agent
Create and deploy your first AI agent in under 10 minutes.
Prerequisites
Before creating your first agent, make sure you have:
- An active Automation Studios account
- Your GoHighLevel account connected
- At least one sub-account created
- A Retell AI account (for voice agents)
Step-by-Step Guide
Follow these steps to create your first voice agent:
- 1Go to Agent Studio from the sidebar
- 2Click 'Create Agent' in the top right
- 3Select 'Voice Agent' and choose Inbound or Outbound
- 4Give your agent a name (e.g., 'Appointment Setter')
- 5Select a voice from the voice library
- 6Write your agent's prompt - describe its personality and purpose
- 7Enable the GHL tools your agent needs (booking, contact lookup, etc.)
- 8Click 'Save' to create the agent
- 9Use 'Test Call' to try your agent before going live
- 10Assign a phone number to make it live
Quick Prompt Template
Here's a simple starting prompt for an appointment-setting agent:
- You are a friendly receptionist for [Business Name].
- Your goal is to help callers book appointments.
- Be conversational and helpful. Keep responses brief.
- Always confirm the caller's name and phone number.
- After booking, confirm the appointment details.
Next Steps
After creating your first agent:
- Read the Prompt Writing guide for better results
- Learn about the TASKS Framework for advanced prompts
- Explore Voice Settings to customize the experience
- Set up Tag-Based Routing for multiple agents