Create a new project
From the Dashboard, go to Projects → New project. Name your project, set the type to Phone call, and select Start from scratch.This opens the global agent view, where you’ll configure your agent’s high-level behavior.
Set up your agent's persona
In the Global agent description, click generate and describe your agent’s actions, goals, and personality. You can also customize the agent’s tone, speed, and how long it waits for a user to reply. Voiceflow will automatically create a detailed prompt in seconds.For example:
Add a knowledge base (optional)
To give your agent real information to reference, click the Knowledge Base icon in the left sidebar. You can add context by:
- Uploading documents — PDFs, text files, or CSVs (e.g., your FAQ, product catalog, or return policy).
- Pasting a URL — Your agent will index the content directly from the page.
- Adding text manually — Paste in key information directly.
Tips for refining your phone agent
- Start simple. Get a basic agent working first, then layer on complexity. You can add deterministic Workflows and agentic Playbooks to get the most out of your agent.
- Use your knowledge base. The more relevant content you upload, the more accurate your agent’s responses will be.
- Iterate on your prompt. Small tweaks to the system prompt can make a big difference in response quality.
- Set up a phone number. Configure a dedicated number so your agent can be reached by simply dialing in.