Creating Your First Agent

The comprehensive guide to creating Eqho Agents that work, every time.

An effective Eqho AI agent is built on four key components that work together to create a powerful digital team member. This guide will walk you through understanding each component and provide a step-by-step process for building your agent.

The Four Core Components

1. Role Definition - The Foundation

The role is the most critical component of your agent, defining its fundamental characteristics:

• Core mission and responsibilities

• Conversation style and personality

• Operational guidelines and protocols

• Communication standards

• Integration capabilities with business tools

• Qualification criteria for interactions

A well-defined role enables your agent to operate effectively even without a script, as it provides the foundational understanding of how to handle various situations and achieve business objectives.

2. Script - The Conversation Guide

While secondary to the role, scripts provide helpful structure to your agent's interactions:

• Specific dialogue and responses

• Service explanations

• Problem-solving approaches

• Transition phrases

• Closing statements

Note: Eqho agents are powerful enough to operate without a script by relying solely on their role definition. Scripts serve as an enhancement rather than a requirement.

3. Actions and Data - The Tools

Actions and data give your agent the capability to execute tasks and access necessary information:

Actions

• Calendar integration for scheduling

• SMS capability

• Call transfer functionality

• Information retrieval tools

• Task execution abilities

• External system integration

Data Access

• Website URL reading

• File access and processing

• Database queries

• Real-time information retrieval

• Context-specific data access

The relationship between actions and data is crucial - actions often determine how and when your agent accesses different types of data to complete tasks effectively.

4. Campaign Integration - The Framework

While not directly part of the agent build, campaigns are essential for operational success:

• Controls interaction parameters for:

  • Inbound/outbound phone leads

  • Text message leads

  • Email leads

• Manages:

  • Call timing

  • Retry attempts

  • Communication rules

• Required for agent operation

• Campaign settings affect agent performance Note: Detailed campaign building will be covered in separate documentation.

Step-by-Step Agent Building Process

1. Basic Setup

1. Name your Agent

   • Choose a name that reflects its role and purpose

2. Select Visual Avatar

   • Choose an avatar (visible only to Eqho client, not callers)

3. Choose Role

   • Select from the role dropdown menu

   • Consider your specific use case requirements

2. Personality Configuration

1. Select Voice

   • Choose a voice that matches your brand identity

2. Set Personality Parameters

   • Adjust humor level

   • Set empathy level

   • Ensure alignment with role and brand

3. Technical Configuration

1. Select LLM Model

   • Cost-effective option: Standard operations

   • Powerful option: Complex use cases

2. Configure Actions

   • Select necessary tools and capabilities

   • Ensure alignment with business needs

4. Conversation Setup

1. Script Configuration

   • Select script (if desired)

   • Set script adherence level

2. Greeting Creation

   • Craft initial interaction message

3. Interruption Handling

   • Add script snippets for managing interruptions

5. Data Integration

1. Connect Data Sources

   • Link necessary databases

   • Configure file access

   • Set up API connections

6. Finalization

1. Save Agent

   • Review all settings

   • Test configuration

   • Deploy agent

Best Practices

Role Development

• Focus on clear, specific objectives

• Define communication boundaries

• Establish decision-making protocols

• Include success metrics

Action Integration

• Only enable necessary actions

• Test action sequences

• Verify data access requirements

• Document action dependencies

Data Management

• Organize data sources clearly

• Set up proper access controls

• Ensure data currency

• Plan for updates

Campaign Alignment

• Verify campaign parameters

• Test interaction flows

• Monitor performance metrics

• Adjust settings as needed

Maintenance and Updates

Regular Review

• Monitor performance metrics

• Update role definitions as needed

• Refine action configurations

• Adjust campaign parameters

Performance Optimization

• Track success rates

• Analyze interaction patterns

• Identify improvement areas

• Update configurations

Tips for Success

1. Prioritize Role Definition

   • Invest time in role development

   • Test role effectiveness

   • Refine based on performance

2. Start Simple

   • Begin with core actions

   • Add complexity gradually

   • Test thoroughly

3. Monitor and Adjust

   • Track performance metrics

   • Gather user feedback

   • Make iterative improvements

Remember that while all components are important, the role definition is fundamental to your agent's success. A well-defined role enables your agent to handle various situations effectively, even with minimal scripting or basic action sets.