10 minute read

Quick Start Guide

Get your first AI agent up and running in under 10 minutes. This guide walks you through the essential steps to start using Automation Studios.

Prerequisites

  • An Automation Studios account with an active subscription
  • GoHighLevel account (optional but recommended)
  • Basic understanding of AI agents and prompts

Step 1: Create Your First Client

In Automation Studios, each of your clients has their own sub-account. This keeps their data, agents, and billing separate.

  1. Go to Clients in the sidebar
  2. Click + New Client
  3. Enter the business name and optional contact info
  4. Click Create Client

Tip: You can create a test client called "Demo Business" to experiment with the platform before adding real clients.

Step 2: Build Your First Agent

Now let's create an AI agent that can handle inbound calls for your client.

  1. Click into your client's sub-account
  2. Go to the Agents tab
  3. Click + New Agent
  4. Select Voice Inbound as the agent type
  5. Give it a name like "Reception Agent"

Writing Your Agent Prompt

The system prompt defines your agent's personality, knowledge, and behavior. Here's a basic template to get started:

System Prompt Template
You are a friendly and professional receptionist for [Business Name].

Your role is to:
- Greet callers warmly
- Answer questions about the business
- Help schedule appointments
- Take messages when needed

Business Information:
- Name: [Business Name]
- Hours: Monday-Friday, 9am-5pm
- Services: [List services]

Always be helpful, professional, and patient. If you don't know
something, offer to take a message or transfer to a human.

Step 3: Configure Voice Settings

Choose a voice that matches your client's brand and configure how the agent speaks.

  • Voice: Select from dozens of natural-sounding voices
  • Speaking Speed: Adjust between 0.8x and 1.2x
  • Interruption Handling: How the agent responds when interrupted

Step 4: Test Your Agent

Before going live, test your agent to make sure it behaves as expected.

  1. Click the Test Call button in the agent editor
  2. Allow microphone access when prompted
  3. Have a conversation with your agent
  4. Note any improvements needed and adjust the prompt

Step 5: Deploy to Production

Once you're happy with your agent, it's time to deploy it.

  1. Click Publish to save and deploy your agent
  2. Copy the phone number assigned to your agent
  3. Forward your client's business line to this number
  4. Monitor calls in the Analytics dashboard

Next Steps

TASKS Framework

Write better prompts

Connect GHL

Sync contacts & bookings