This guide will walk you through the process of creating an agent on PlayAI Dashboard. To create agents programmatically, you can use our Agent API.

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Prerequisites

  • A PlayAI account. If you don’t have one, you can create one at PlayAI.

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Creating Your Agent

1

Agent Creation

  • Navigate to PlayAI and log in
  • Click “Create an Agent” to open the agent creation portal
2

Configure Agent Identity

  • Name: Give your agent a unique and descriptive name. This name will be visible to users
  • Voice: Choose a pre-built voice from the library. Voices are categorized by gender, accent, and style (conversational, storytelling, etc.). You can audition each voice before selection. Alternatively, create a clone of your own voice for a personalized touch
  • Speed: Adjust the speaking speed of the chosen voice. The default is 1.0x, with options to increase or decrease the speed
  • Avatar: Select a visual representation for your agent. Choose from a library of pre-designed avatars or upload a custom image
  • Privacy: Configure the agent’s accessibility:
    • Private: Only you can access and interact with the agent
    • Unlisted: Accessible to anyone with the unique link to the agent. Ideal for sharing with a select group
    • Public: Anyone can interact with and clone the agent
3

Define Agent Behavior

  • Agent Greeting: Craft the initial message your agent will use to greet users. This sets the tone for the conversation. Example: “Hello! I’m Jarvis. How can I help you today?”
  • Agent Prompt: This is the core instruction set that defines your agent’s purpose and behavior. Be clear and specific about the agent’s role and the types of interactions it should handle. This acts similarly to a system prompt in large language models. Example: “You are a helpful assistant. You will provide information and answer questions about the services our company offers.”
4

Set Up Agent Knowledge

  • LLM Selection: Choose the underlying language model that powers your agent’s intelligence. Several options may be available, each with varying capabilities and costs
  • Custom Knowledge: Enhance your agent’s knowledge with specific information relevant to its purpose. Upload files (PDFs, FAQs, Epub, .txt) containing information like product details, company policies, or specialized knowledge
  • Guardrails (Optional): Restrict the agent’s responses to only the uploaded custom knowledge base, preventing it from relying on its general knowledge training. This is important for ensuring accuracy and control in specific domains
  • Dynamic Context (Optional): Provide the agent with contextually relevant information such as:
    • Current Date & Time
    • Caller Information (phone number, email) - if applicable to the deployment method
5

Configure Agent Actions

Select specific actions that your agent can perform. These actions might integrate with external services like Zapier and Make or tools. Examples:
  • Get a funny quote
  • Get Weather information
  • Schedule a meeting (integration with Google Calendar)
  • Send an email/SMS message
  • Upload an order (integration with backend systems)
  • Get Financial Data
6

Deploy Your Agent

Choose your deployment method:
  • Phone: Deploy the agent to a phone number. This allows users to call and interact with the agent through voice calls. Pricing details for call minutes may apply
  • Web: Embed the agent on your website by copying and pasting provided code into the <head> section of your HTML. This enables text-based or voice interaction directly on your site. Customize styling and content as needed
7

Test and Iterate

Once deployed, thoroughly test your agent to refine its behavior, prompts, and knowledge base for optimal performance

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Additional Notes

  • The “Actions” functionality is a powerful way to extend your agent’s capabilities and integrate it with your existing workflows.
  • Carefully consider the privacy setting for your agent to control its accessibility.
  • The Agent Prompt is critical for shaping your agent’s responses. Experiment with different prompts to achieve the desired behavior.