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In this walkthrough, you will build an agent with Lily, your Catalyst, test it 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

  • Visit Vocily.ai.
  • Sign up for a new 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.
  • Select Create Agent.
  • Choose Build with Lily. She creates the agent, opens it, and interviews you - the name, what the agent is for, then the greeting, purpose, response style, and call flow. Review what she writes and accept it.
Prefer to write it yourself? Start from scratch asks only for a name and leaves the prompt as a skeleton for you to fill in.Either way the agent opens in the agent editor, ready to configure.More about Lily →
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

Get a phone number

Two ways to get one, both from Phone Numbers in the sidebar:
  • Rent from Vocily - no carrier account needed. Select Buy number, pick one, and it is yours at US$5.00/month. Indian numbers need an accepted compliance application first.
  • Bring your own - connect a Plivo or VoBiz account you already pay for, then select Import number.
Either way, choose the workspace the number belongs to in the same dialog.
5

Assign a number to your agent

Assign the phone number to your agent:
  • Choose the newly created agent.
  • In the mode switcher on the right, select Deploy.
  • Open the Phone sub-tab.
  • Assign the inbound number the agent should answer, then Save, Publish, and Make live.
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 editor.