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Deploy your first AI phone receptionist agent in just a few minutes: it answers basic questions, handles call transfers, and can send emails.
Ideal for getting familiar with the Vatel platform.

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Prerequisites

Before creating your first agent, make sure you are logged into the platform and have at least one valid organization.
  1. User account — Verify you are logged in. See User Account if needed.
  2. Organization — Verify you have at least one organization. See Organization if needed.

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1. Create an agent

From the dashboard, create your first agent.
  1. From the Overview tab (Quick Actions) or Agents tab, click New Agent and give it a name.
  2. Once created you can duplicate, move to another organization, or delete the agent.
  3. Click Configure to open the agent editor and define logic and behavior.

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2. Add company context

Your agent needs context to answer customer questions correctly.
  1. Copy the context text you want (e.g. company overview, services, contact info).
  2. In Agent Settings, paste it into the Context box.
  3. Click Save.
Agent Settings For guidance on context, see Prompt engineering.

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3. Agent Editor Introduction

The graph defines the agent’s behavior. Each node is an action or decision.
  1. Welcome Message — What the agent says first (e.g. “Hi! Thank you for calling. How can I help?”).
  2. Conversation — Set a title (e.g. “General Questions”) and description that scopes the conversation.
  3. Transfer — Set When (e.g. “client requests to be transferred”), Phone Number, and Transfer Message.
  4. End — Set When (e.g. “client has no more requests”) and Message.
Completed agent graph Details: Agent Editor.

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4. Test the agent

  1. Click Version: Draft → Create New Version.
  2. Click Test Agent → Start Conversation to simulate a call.
Testing the agent
  1. Use Call History to review and analyze the call. See Call Analysis.

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5. Deploy the agent

  1. Publish — In the agent editor, open Version, select the version (e.g. v1), click Publish then Set Active.
  2. Assign a number — In Settings → Call Settings, select a phone number you’ve added and click Assign.
Version Phone number
Congratulations. Your agent is in production and ready to receive real calls on the assigned number.

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6. Add email sending (optional)

Add a email integration from the integrations page to send a summary after each call.
At the time of writing, MailerSend, Resend and Sendgrid integrations are supported.
  1. In the agent, go to Go to End Flow in the graph editor. Go to End Flow
  2. Add a email integration from the integrations page and set Sender, Recipients, Subject, and Body (you can use system variables like {{call_summary}}, {{caller}}, {{duration}}).
  3. Enable call summary in Settings → Post-Call Analysis if you use {{call_summary}}.