Welcome! This guide will show you how to create your first AI voice agent in just a few simple steps.
Watch the step-by-step video below:
1. Prerequisites
Before you start:
You already have a Nedzo AI account.
You can log in at app.nedzo.ai.
(Recommended) You have or plan to get a dedicated phone number for your agent.
If you don’t have an account yet, go to nedzo.ai and create one first.
2. Access the Agent Section
Log into Nedzo AI.
In the main navigation, go to Agents.
Click Create Agent.
3. Create a New Agent
On the create-agent screen:
Agent Name
Give your agent a clear, descriptive name.
Phone Number Options
You’ll see two main options:
Shared US phone collection / pooled numbers
My own phone number / dedicated number
Recommendation:
Use your own dedicated number whenever possible.
With shared/pooled numbers you can usually only run outbound calls.
With a dedicated number you can do inbound + outbound.
How to Get a Dedicated Number
If you don’t already have one connected:
Go to the top-right corner → Integrations → Phone Numbers.
There you can:
Buy a number directly through Nedzo, or
Import an existing Caller ID / number you already own.
Once the number is set up there, you’ll be able to assign it to your agent.
Description (Optional, but recommended)
Add an internal description to keep things organized.
Click Create to save your new agent.
Once created, your agent will appear in the list. Click on it to open the Agent Details page.
4. Understand the Agent Layout
On the Agent Details page you’ll see three main areas:
Left panel:
Core configurations (name, description, phone, opening line, language, voice, advanced settings).
Middle section:
Tabs like Prompt, Actions, Knowledge, Variables, Advanced, etc.
Top/right actions:
Buttons to test, publish, and deploy your agent.
5. Configure Basic Agent Settings
In the left panel:
Name & Description
You can always edit the agent name and description here.
Opening Line
This is what the AI agent says as soon as the call connects.
Make it clear, concise, and aligned with your use case.
Language
You can select the language your agent will use. At the time of this recording, Nedzo supports (among others):
English
Portuguese
Spanish
French
German
Dutch
Norwegian
More languages are added over time.
Voice Selection
Choose from multiple neural voices, with different:
Regions
Accents
Genders/tones
You can preview any voice by clicking the play/preview icon.
Once you’re happy with the choice, save/publish so the agent uses that voice in calls.
6. Build the Agent Prompt
Go to the Prompt tab in the middle section.
This is where you define the behavior, tone, and conversation flow of your AI agent.
You have two main ways to create the prompt:
6.1. Manual Prompting (For Advanced Users)
You can write the full prompt yourself:
Who the agent is
What the goal is (book appointment, qualify, support, collect payment, etc.)
What questions to ask
What to do in specific scenarios (no answer, objections, confusion, etc.)
6.2. Use the Nedzo AI Co-Pilot (Recommended for Speed)
At the top of the prompt section you’ll see Co-Pilot:
Specify whether the agent is inbound or outbound.
Clarify if it’s for sales, customer support, lead qualification, etc.
Describe what kind of leads or customers are being contacted.
Paste your website URL so the system can better understand your business.
Edit any existing prompt and ask Co-Pilot to improve or restructure it.
You can either:
Type your instructions, or
Click Start Conversation and speak your instructions out loud to the Co-Pilot.
Once the prompt is ready, save it.
7. Configure Actions
Next, go to the Actions tab.
This is where you connect tools and automations to your agent so it can actually do useful things, not just talk.
Typical action types include:
Calendar Booking Tools
Connect schedulers like:
Calendly
Cal.com
GoHighLevel booking calendars
This lets your agent book appointments in real time during the call.
Call Transfer Tools
Add one or multiple phone numbers the agent can transfer to.
This allows your agent to live transfer a call to a human when it identifies a high-value lead.
Custom Actions (Advanced)
These are more technical and covered in a separate deep-dive.
In short, they allow the agent to:
Look up data in CRMs or databases
Send emails or SMS
Update records
Trigger webhooks or internal systems during the call
Post-Call Webhook
At the bottom of the Actions tab, you’ll see Post Call Webhook.
If you want to send the end-of-call report to another system without building heavy automations, paste any inbound webhook URL here.
Nedzo will send:
Call outcome
Transcripts / summaries (depending on configuration)
Key metadata
This makes it easy to integrate with tools like Zapier, Make, CRMs, or your own backend.
After setting up actions, save your changes.
8. Add Knowledge (RAG)
Go to the Knowledge tab.
This is where you expand the intelligence and domain knowledge of your agent.
Click Manage.
Add:
Files (PDFs, docs, etc.)
URLs (your website, FAQs, help docs)
Plain text (policies, scripts, product details)
Nedzo uses a RAG system — Retrieval Augmented Generation:
The agent retrieves relevant chunks from your knowledge base.
Then generates responses based on that context.
This makes your agent significantly more accurate and on-brand, especially over time.
Add all relevant knowledge for your use case:
Product details
Pricing frameworks
FAQ
Compliance language
Brand voice guidelines
Then save your Knowledge settings.
9. Use Variables for Personalization
Next, go into the Variables tab.
Variables allow you to customize prompts and opening lines without hard-coding everything.
You can:
Define variables and their default values.
Use them inside:
The prompt
The opening line
Other dynamic sections
Make sure:
All required variables are defined and correctly populated.
You keep variable names consistent across the prompt and settings.
This helps you generate personalized agents or reuse one structure across multiple campaigns/clients.
10. Advanced Settings
In Advanced (or equivalent section in the left panel):
Phone Numbers
Double-check which number is assigned.
Adjust if you need a different inbound/outbound line.
Web Widget
Enable the Web Widget if you want to deploy your voice agent on a website or landing page.
This lets visitors interact with your agent directly from the web.
Office Background Sound
Toggle office background sound ON or OFF.
When enabled, Nedzo injects subtle sound effects (e.g., office ambience) to make the conversation feel more natural and realistic.
Voicemail Handling
Enable “Leave a Voicemail” if you want your agent to automatically leave a message when it hits voicemail.
IVR Navigation
Turn IVR navigation ON if you want the agent to:
Listen to IVR menus, and
Press digits / interact with dial pads on your behalf.
This is useful when calling businesses or numbers with menu trees.
Review all settings in this section and save when done.
11. Test, Stress-Test, and Deploy
Before pushing your agent into real traffic, always test it.
In the Agent page, click the option to call your own number.
Enter your phone number.
Let Nedzo call you so you experience the agent like a real lead would.
During testing:
Pay attention to:
The opening line
How it handles objections
How naturally it flows
Whether it is on-script and on-brand
Take notes on:
Any weird phrasing
Incorrect info
Missed steps (e.g., not asking qualifying questions)
Go back to the Prompt, Knowledge, Variables, and Actions and tweak as needed.
Once you’re happy:
Click Publish to lock in the configuration.
Then Deploy the agent into your live flow (campaigns, inbound number, or web widget depending on your setup).
12. Summary
By following this SOP, you’ve:
Created your first agent inside Nedzo AI
Assigned a phone number (ideally a dedicated one)
Configured language, voice, and opening line
Designed the prompt (manually or via Co-Pilot)
Connected calendars, transfers, and webhooks via Actions
Fed your agent knowledge using RAG
Personalized behavior with Variables
Tuned advanced options like background sound, voicemail, and IVR
Tested, refined, and deployed your agent