> ## Documentation Index
> Fetch the complete documentation index at: https://docs.vatel.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# AI Receptionist

> Deploy your first AI phone receptionist agent

Deploy your first AI phone receptionist agent in just a few minutes: it answers basic questions, handles call transfers, and can send emails.

<Tip>
  Ideal for getting familiar with the Vatel platform.
</Tip>

## 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](/core-concepts/account) if needed.
2. **Organization** - Verify you have at least one organization. See [Organization](/core-concepts/organization) if needed.

## 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.

## 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**.

<img src="https://mintcdn.com/devpro-38b0cd42/siYuii7UbwVM56xA/images/getting-started/agent_settings.png?fit=max&auto=format&n=siYuii7UbwVM56xA&q=85&s=68ce90e35822444ba6092f5ea4b67f69" alt="Agent Settings" width="1052" height="892" data-path="images/getting-started/agent_settings.png" />

For guidance on context, see [Prompt engineering](/configure/prompting).

## 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**.

<img src="https://mintcdn.com/devpro-38b0cd42/siYuii7UbwVM56xA/images/getting-started/graph_v1.png?fit=max&auto=format&n=siYuii7UbwVM56xA&q=85&s=b393a483742b264bb24a97b6d9f62ead" alt="Completed agent graph" width="1457" height="958" data-path="images/getting-started/graph_v1.png" />

Details: [Agent Editor](/configure/agent-editor).

## 4. Test the agent

1. Click **Version: Draft** → **Create New Version**.
2. Click **Test Agent** → **Start Conversation** to simulate a call.

<img src="https://mintcdn.com/devpro-38b0cd42/siYuii7UbwVM56xA/images/getting-started/test_agent.png?fit=max&auto=format&n=siYuii7UbwVM56xA&q=85&s=0c4da1c504ebc7e8df53867bc55fb1fc" alt="Testing the agent" width="522" height="572" data-path="images/getting-started/test_agent.png" />

3. Use **Call History** to review and analyze the call. See [Call Analysis](/core-concepts/call-analysis).

## 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**.

<img src="https://mintcdn.com/devpro-38b0cd42/l5dll_z70OKObTwP/images/getting-started/version.png?fit=max&auto=format&n=l5dll_z70OKObTwP&q=85&s=37649a859ab747b6d7725d4ca221769a" alt="Version" width="980" height="617" data-path="images/getting-started/version.png" />

<img src="https://mintcdn.com/devpro-38b0cd42/vhZKQtaiCg2242D0/images/getting-started/phone-number.png?fit=max&auto=format&n=vhZKQtaiCg2242D0&q=85&s=4ade897abd720283fe76d356f2aba520" alt="Phone number" width="1896" height="437" data-path="images/getting-started/phone-number.png" />

<Info>
  **Congratulations.** Your agent is in production and ready to receive real calls on the assigned number.
</Info>

## 6. Add email sending (optional)

Add a email integration from the [integrations](/integrations/overview) page to send a summary after each call.

<Info>
  At the time of writing, MailerSend, Resend and Sendgrid integrations are supported.
</Info>

1. In the agent, go to **Go to End Flow** in the graph editor.
   <img src="https://mintcdn.com/devpro-38b0cd42/vhZKQtaiCg2242D0/images/getting-started/end-email.png?fit=max&auto=format&n=vhZKQtaiCg2242D0&q=85&s=d0f0d4e623653b8be55947cb4b62a55d" alt="Go to End Flow" width="2101" height="973" data-path="images/getting-started/end-email.png" />
2. Add a email integration from the [integrations](/integrations/overview) page and set **Sender**, **Recipients**, **Subject**, and **Body** (you can use [system variables](/core-concepts/system-vars) like `{{call_summary}}`, `{{caller}}`, `{{duration}}`).
3. Enable call summary in **Settings → Post-Call Analysis** if you use `{{call_summary}}`.
