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In this walkthrough, you will start from a template, test the agent in Vocily, connect a VoBiz number, and make a live phone call in about 15 minutes.

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Before you start

Have your VoBiz account and a phone number ready. Vocily runs phone calls through your own VoBiz telephony (bring your own account) — a live number is what lets you finish in about 15 minutes. No VoBiz yet? You can still create and test your agent (steps 1–3), then come back for the phone steps.

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Build and deploy your agent

1

Create your account

A workspace is automatically created for you within an organization. It’s where your agents, phone numbers, and conversations are managed.
2

Create an agent

  • Open the Agents tab.
  • Click Create agent.
  • Start from a template so the name, prompt, voice, and language come pre-filled — then tweak them to fit your use case.
Your new agent opens in the Agent Studio, ready to configure.
3

Test your agent

Before going live, try the agent right in the app:
  • Chat with it by text, or Talk to it by voice in your browser.
  • Refine the prompt and voice until it behaves the way you want.
More ways to test →
4

Connect a phone number

Vocily places calls through your own telephony provider (bring your own account). First connect VoBiz, then import a number:
  • Open Phone Numbers in the sidebar.
  • Click Add number.
  • Choose your provider, then select a number from the list.
  • Click Add phone number — it’s now imported into your workspace.
5

Assign a number to your agent

Assign the phone number to your agent:
  • Choose the newly created agent.
  • From Configuration tabs choose Deploy.
  • Select Routing.
  • Assign the inbound number the agent should answer.
Deploy to phone →
6

Make a call

  • In the navbar, choose Phone Call Test.
  • Inbound: dial your number — your agent answers.
  • Outbound: place a call from your agent to any number.
Your agent is live. It can receive inbound calls, place outbound calls, and handle natural conversations on its own.

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What’s next

Don’t have a telephony account yet? Skip the phone setup and put the same agent on your website with Web Talk or Web Chat.

How Vocily works

The platform mental model, end to end.

Configure your agent

Voice, knowledge, tools, and post-call analysis in the Agent Studio.