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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
Note: If you haven’t already, Sign Up for a SigmaMind account.

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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.

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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).
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.

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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.

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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):
curl --location 'https://api.sigmamind.ai/v1/calls' \
--header 'X-API-KEY: <your-api-key>' \
--data '{
  "agentId": "D5D0p7TUs66TTAEAx",
  "customer": { "number": "+1234567890" }
}'

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Next Steps

  • Configure Agent Settings
  • Customize Speech & Voices
  • Integrate Webhooks
  • Monitor Campaign Calls