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This guide covers setting up your first AI agent on your NetSapiens base. It assumes you have already claimed your user base and added your domain. If you haven’t, complete Claim NetSapiens Base to Telzino first. The rest of the setup happens inside your NetSapiens domain.
1

Start a new agent

Go to your NetSapiens domain and click the AI Agents tile. On the page that opens, click New to start the agent setup.
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The AI Agents page, with the New button.

2

Choose an extension

Choose the extension number you want for this agent.
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Extension number step.

3

Set the caller ID

Set the caller ID.
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Caller ID step.

4

Name the agent

Name the agent and add a notification email.
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Agent name and notification email.

5

Pick a template

Click Choose Template, then pick an agent from the library.
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The Choose Template prompt.

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The template library, with a Select button on each option.

6

Add business context

Add some context about your business: how the agent should greet callers, and which days and times appointments can be booked. You can skip either step.
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Greeting step.

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Booking days and times.

7

Set the failover destination

Set the failover destination. This is where calls go if the agent is offline. It can be an extension or a phone number. Click Finish.
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Failover destination, then Finish.

8

Done

Your agent is now set up and live.

Personalize the agent (optional)

For more tailored responses, give the agent your own instructions and settings.
1

Open your agents

Click the AI Agents tile in your NetSapiens base. The agent you just set up appears on the page.
2

Click the edit icon

Hover over the agent, then hover over the pencil icon. This is the edit button, and it starts the personalization flow.
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The edit (pencil) icon on an existing agent.

3

Adjust the settings

This opens the detailed settings, where you can personalize the agent.
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Settings tabs.

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Agent instructions and transfer rules.

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Greetings, notification emails, voice, language, and other settings.

Add a knowledge base (optional)

For full business context, give the agent documents to work from. It refers to them in every conversation.
1

Upload your documents

On the AI Agents page, open the Knowledge Base tab and upload the documents you want the agent to use.
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Knowledge Bases inside the AI Agents page.