Overview
This guide walks you through the end-to-end flow of setting up your first AI Agent in SigmaMind:- Create an agent
- Purchase or bring your own phone number
- Connect the number to your agent
- Make your first calls
1. Create an AI Agent
1
Click on AI Agents
From the SigmaMind Dashboard, navigate to AI Agents in the left sidebar.
2
Create Agent
Click the Create Agent button to start setting up your new AI Agent.
3
Select a template
Choose a template that fits your use case (e.g., Debt collection agent, Hotel booking agent) or start from scratch with a blank agent.
4
Save and Publish
After configuring the agent, click Save and then Publish to make the agent active.
At this point, your agent is ready to be connected to a phone number.
2. Add Phone Number
1
Click on Phone Numbers
From the SigmaMind Dashboard, navigate to Phone Numbers in the left sidebar.
2
Add Phone Number
Click the Add Phone Number button to either purchase a new number or bring your own number (BYO).
- Purchase a New Number
- Bring Your Own Number (BYO)
Click on Purchase from Twilio. Select your desired country and area code or prefix. Confirm the purchase to add the number to your account.
3
Confirm and Save
After selecting or integrating a number, confirm your choice and save it to your account.
You now have a phone number ready to be assigned to your AI agent.
3. Assign the number to your agent
1
Click on Phone Numbers
From the SigmaMind Dashboard, navigate to Phone Numbers in the left sidebar.
2
Select your Number
Click on the phone number you just purchased or integrated to open its details page.
3
Assign Agent
In the number details, find the Inbound AI Agent and Outbound AI Agent in dropdown. Select the AI Agent you created earlier from the list.
4
Save Changes
Click Save to apply the changes and connect the number to your agent.
Your agent is now connected to a real phone number.
4. Make Your First Calls
1
Test Inbound Call
From any phone, dial the connected number. Your AI Agent will answer with the first response based on the global prompt.
2
Test Outbound Call
You can trigger an outbound call from the Campaigns module or via the API.Example API (simplified):
Next Steps
- Configure Agent Settings
- Customize Speech & Voices
- Integrate Webhooks
- Monitor Campaign Calls