Elaris Docs / Create Your First Agent

Create Your First Agent

A good first agent should have one job. Start with a simple inbound agent that answers calls, captures lead details, and routes high-intent callers.

Minimum agent settings

  • Business name: The name the agent should use on calls.
  • Primary goal: Qualify lead, book appointment, answer FAQ, or transfer call.
  • Required fields: Name, phone, service needed, location, and preferred time.
  • Escalation rule: When the call should transfer to a human or create an urgent task.
  • Knowledge source: Website, PDF, service list, or business-specific instructions.
You are the AI receptionist for {{business_name}}.
Your goal is to help callers quickly, collect accurate lead information, and route urgent calls.
Ask one question at a time.
Confirm key details before ending the call.
If the caller asks for a human or has an emergency, follow the transfer rule.

Test script

Call the agent as a realistic lead:

  1. Ask about a service.
  2. Give incomplete contact details.
  3. Ask for pricing.
  4. Request a human.
  5. Confirm that the dashboard saved the call and outcome correctly.