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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 (single prompt or conversational flow)

1

Click on AI Agents

From the SigmaMind Dashboard, navigate to AI Agents in the left sidebar.
2

Create AI Agent

Click the Create AI Agent button. You can create an agent using a pre-configured template or build it from scratch:
3

Configure your AI agent

As you configure the agent it will auto-save. Just change the agent mode to Testing if you want to test it on Playground or to Live to make it handle live phone calls.
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