Create a project

Lesson 1 of 6 — Create your first Agent Studio project.

Choose a clear name—poorly named projects cause confusion with environments and variants.

Create the agent

1. Open the agent creation dialog

   Select + Agent to open Create new agent.

2. Configure your agent settings

   Fill out the fields carefully (these become your default baseline for all later testing):

   Project name

   Use a clear, descriptive name that won’t become misleading later.

   Good examples:

   • Acme Support Agent
   • Webchat L1 Sandbox
   • Hotel Concierge (US)

   Avoid:

   • Test
   • New agent
   • Names that explicitly reference an environment (Prod, Live)

   Response language

   Select the primary language/locale your users will interact in.

   Agent voice

   Pick a reasonable starter voice. You can always change this later.

   Greeting

   Keep it short and broadly reusable.

   • Aim for one sentence that works for both a chat bot and a voice agent
   • Example: Hi—how can I help today?
   • Avoid over-specific or wordy greetings

   Project ID

   Treat this like a stable identifier. It will determine the project URL inside Agent Studio.

   Examples:

   • my-shop-support-l1
   • hotel-concierge-sandbox

   If you expect multiple similar agents, build a predictable pattern now.
3. Create the agent

   Select Create.

Confirm the baseline workspace

After creation, you land in the agent workspace. By default, this will be the Managed Topics, in an empty state (“You don’t have any topics”) with an Add topic button.

Understanding the Agent Studio interface

The Agent Studio workspace is organized into three main areas:

Left sidebar

Navigation for all agent configuration areas (Build, Voice, Configure, Manage)

Center canvas

Main workspace where you edit topics, functions, flows, and view analytics

Right sidebar

Context-sensitive tools like chat testing, call testing, and version history

The right sidebar can be toggled open/closed and provides quick access to testing tools without leaving your current page.

Confirm agent identity

• The header shows the agent name and language.
• The agent is in Draft state.

Verify navigation access

Use the left navigation to check you can access:

Build

• Agent: baseline behavior configuration (greeting/personality/role/behavior text).
• Managed Topics: later, you’ll learn to simple FAQ, SMS/handoff topic, and multiturn topics here.
• Variant management: where you’ll configure variants later (even if you ignore it for now, confirm it opens).

Voice

• Agent voice: where you’ll configure assistant/disclaimer voices and preview changes.

Configure

• Environments: where you’ll test and promote changes safely (Sandbox → Pre-release → Live, depending on your setup).
• You may also see other configuration areas (Numbers, Settings, Configuration builder, Dashboards). You won’t need to configure them for Level 1, but you may return to them later.

Verify

Success criteria:

• The project loads without errors and stays stable across page changes.
• You can access (at minimum):
  • Agent (baseline behavior configuration)
  • Managed Topics
  • Variant management
  • Agent voice
  • Environments
• The Managed Topics page shows an empty state with a clear call to action (for example, Add topic), indicating you’re ready for the next steps in the checklist.

Progress
1 of 5 lessons complete