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

# Set Up Your First AI Agent on NetSapiens

> 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](https://docs.telzino.com/setup-guides/connect-netsapiens-base.md) 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.

![Screenshot 2026 10 01 212545](https://mintcdn.com/telimatic/PFlUzUBlM0j5aYl9/images/Screenshot-2026-10-01-212545.png?fit=max\&auto=format\&n=PFlUzUBlM0j5aYl9\&q=85\&s=b9a0bb1ac62d0560b7de48409e0d334d)

The AI Agents page, with the New button.

**2. Choose an extension**

Choose the extension number you want for this agent.

![Screenshot 2026 10 01 212624](https://mintcdn.com/telimatic/PFlUzUBlM0j5aYl9/images/Screenshot-2026-10-01-212624.png?fit=max\&auto=format\&n=PFlUzUBlM0j5aYl9\&q=85\&s=15092944e35a14aa5fb8be9f62129546)

Extension number step.

**3. Set the caller ID**

Set the caller ID.

![Screenshot 2026 10 01 212651](https://mintcdn.com/telimatic/PFlUzUBlM0j5aYl9/images/Screenshot-2026-10-01-212651.png?fit=max\&auto=format\&n=PFlUzUBlM0j5aYl9\&q=85\&s=bb8031cacdc6192f8a49372fa982b4ab)

Caller ID step.

**4. Name the agent**

Name the agent and add a notification email.

![Screenshot 2026 10 01 212715](https://mintcdn.com/telimatic/PFlUzUBlM0j5aYl9/images/Screenshot-2026-10-01-212715.png?fit=max\&auto=format\&n=PFlUzUBlM0j5aYl9\&q=85\&s=fd4207dc21ac3a0a17ec4df08b8711c3)

Agent name and notification email.

**5. Pick a template**

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

![Screenshot 2026 10 01 212741](https://mintcdn.com/telimatic/PFlUzUBlM0j5aYl9/images/Screenshot-2026-10-01-212741.png?fit=max\&auto=format\&n=PFlUzUBlM0j5aYl9\&q=85\&s=54a9178103c004f38b63648bf96990a8)

The Choose Template prompt.

![Screenshot 2026 10 01 212815](https://mintcdn.com/telimatic/PFlUzUBlM0j5aYl9/images/Screenshot-2026-10-01-212815.png?fit=max\&auto=format\&n=PFlUzUBlM0j5aYl9\&q=85\&s=e5f2b386c27d0530fad59564e82d2fac)

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.

![Screenshot 2026 10 01 212842](https://mintcdn.com/telimatic/PFlUzUBlM0j5aYl9/images/Screenshot-2026-10-01-212842.png?fit=max\&auto=format\&n=PFlUzUBlM0j5aYl9\&q=85\&s=abf716653d3dee81b54190eaee41c589)

Greeting step.

![Screenshot 2026 10 01 212907](https://mintcdn.com/telimatic/PFlUzUBlM0j5aYl9/images/Screenshot-2026-10-01-212907.png?fit=max\&auto=format\&n=PFlUzUBlM0j5aYl9\&q=85\&s=d2fda464852ccdabbb31e10be01ff543)

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**.

![Screenshot 2026 10 01 212928](https://mintcdn.com/telimatic/PFlUzUBlM0j5aYl9/images/Screenshot-2026-10-01-212928.png?fit=max\&auto=format\&n=PFlUzUBlM0j5aYl9\&q=85\&s=2321073966dd3c71606b527a663bca44)

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.

![Screenshot 2026 10 01 213000](https://mintcdn.com/telimatic/PFlUzUBlM0j5aYl9/images/Screenshot-2026-10-01-213000.png?fit=max\&auto=format\&n=PFlUzUBlM0j5aYl9\&q=85\&s=016e0044b9bf84d5d61ad0891b621f67)

The edit (pencil) icon on an existing agent.

**3. Adjust the settings**

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

![Screenshot 2026 10 01 213030](https://mintcdn.com/telimatic/PFlUzUBlM0j5aYl9/images/Screenshot-2026-10-01-213030.png?fit=max\&auto=format\&n=PFlUzUBlM0j5aYl9\&q=85\&s=0b7a9eeb37ed84a2806403d83014427e)

Settings tabs.

![Screenshot 2026 10 01 213101](https://mintcdn.com/telimatic/PFlUzUBlM0j5aYl9/images/Screenshot-2026-10-01-213101.png?fit=max\&auto=format\&n=PFlUzUBlM0j5aYl9\&q=85\&s=dfaff4f39c685f46e3413452a6b405bc)

Agent instructions and transfer rules.

![Screenshot 2026 10 01 213130](https://mintcdn.com/telimatic/PFlUzUBlM0j5aYl9/images/Screenshot-2026-10-01-213130.png?fit=max\&auto=format\&n=PFlUzUBlM0j5aYl9\&q=85\&s=1e9082a0bf3a55887e4e4acb26d8db36)

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.

![Screenshot 2026 10 01 213156](https://mintcdn.com/telimatic/PFlUzUBlM0j5aYl9/images/Screenshot-2026-10-01-213156.png?fit=max\&auto=format\&n=PFlUzUBlM0j5aYl9\&q=85\&s=b707316ad25a4518e2c10c8f049592fd)

Knowledge Bases inside the AI Agents page.


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