Create and configure your first Telzino AI agent from the AI Agents tile in your NetSapiens domain
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.
The AI Agents page, with the New button.
2
Choose an extension
Choose the extension number you want for this agent.
Extension number step.
3
Set the caller ID
Set the caller ID.
Caller ID step.
4
Name the agent
Name the agent and add a notification email.
Agent name and notification email.
5
Pick a template
Click Choose Template, then pick an agent from the library.
The Choose Template prompt.
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.
Greeting step.
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.
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.
The edit (pencil) icon on an existing agent.
3
Adjust the settings
This opens the detailed settings, where you can personalize the agent.
Settings tabs.
Agent instructions and transfer rules.
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.
Knowledge Bases inside the AI Agents page.
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