---
title: "Agent Overview"
description: "Understand what a Voicetta agent is, what it can do, and how to prepare it for live Guest conversations."
publishedAt: "2026-06-27"
modifiedAt: "2026-06-27"
category: "Agent Setup"
tags: "Voicetta, agent, assistant, setup"
navOrder: "10"
canonical: "https://voicetta.com/docs/agent-overview"
---

# Agent Overview

A Voicetta agent is the AI receptionist your Guests talk to by phone, SMS, WhatsApp, or connected workflows.

The agent combines instructions, voice settings, knowledge, tools, phone numbers, and integrations.

## Why it matters for your business

- **Save money:** routine calls and follow-ups can be handled without adding another shift.
- **Work faster:** one configuration controls how the agent greets, qualifies, and routes conversations.
- **Standardize service:** every Guest hears the same brand tone and process.
- **Delight every Guest:** the agent can answer quickly, stay patient, and use context from previous interactions.

## What the agent needs

Before live traffic, the agent should have:

- a clear inbound greeting,
- instructions for common scenarios,
- approved knowledge,
- a voice and model configuration,
- at least one test call,
- a phone number or connected channel,
- billing and wallet readiness.

## Step-by-step in the app

1. Open **Agent**.
2. Start with **Inbound calls** and review the greeting.
3. Add business actions under **Connections**.
4. Link or upload information in **Knowledge base**.
5. Review **Agent settings** for voice, AI, transcription, and behavior.
6. Use **Test your agent** before going live.
7. Add or assign a number under **Phone numbers**.

## Best practices

- Write prompts as service standards, not technical scripts.
- Keep edge cases explicit: escalation, unavailable information, urgent issues, refunds, or manager requests.
- Test with realistic Guest questions.
- Review History after test calls and adjust instructions.

## Related pages

- [Inbound Calls](/docs/inbound-calls)
- [Prompt Editor](/docs/prompt-editor)
- [Agent Settings](/docs/agent-settings)
- [Test Your Agent](/docs/test-your-agent)
