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You’ll set up an agent that can pick up the phone, answer questions about your business, and follow your instructions. The whole thing takes about ten minutes.

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1. Build the agent

Create a new agent in the dashboard. Verbu walks you through two steps:

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Tell it about your business

Paste your website under Start with your company website. Verbu reads through your public pages and automatically pulls in your company name, copy, and logo – and builds a knowledge base from the content. Click Start setup. Don’t have a website yet? Click Skip website and describe the business instead: what you do, who your customers are, and what the agent should be able to help with.

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Review your agent setup

Under What will your agent do? Verbu suggests a draft of the agent’s instructions based on what it found. Under Pick a starting point, Generated is selected by default – the starting point generated from your website or company description. You can also choose one of the three templates:
  • Reception – answers calls, takes messages, and routes complex requests onward
  • Lead magnet – captures name and phone number from interested customers
  • Customer service – answers customer questions
Step 2 of the creation flow with drafted instructions, four starting points, the language picker and the Create agent button
Edit the text however you like, choose a Language, and click Create agent. Verbu builds the agent and opens it in the editor – you refine everything else there.

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2. Find your way around the editor

The agent has a menu on the left. The ones that matter most: In the same menu you’ll find Playground, where you test the agent, and Conversations, where calls and chats land.

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3. Fine-tune the instructions (AI)

Under AI you’ll find the agent’s instructions – what Verbu built in step 1. Read through them and add what makes the agent yours. This is also where you choose the agent’s language, and you can add more if your callers sometimes switch.

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4. Add the agent’s knowledge (Knowledge)

Under Knowledge you add what the agent is allowed to draw on:
  • Your website – if you started from a website, it’s already in. You can add more.
  • FAQ entries – short question-and-answer pairs
  • Documents – PDFs, price lists, internal notes
There’s a deeper guide in Agent knowledge and training.

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5. Decide what the agent can do (Actions)

Under Actions you switch on capabilities, grouped by when they happen in a call:
The agent collects the caller’s name and number and hands the message to you afterwards.
The agent asks for contact details when callers show interest in something you sell.
After each conversation the agent writes a short summary and sends it to email, Slack, or a webhook.
Let the agent call your own systems with an API request.
The Integrations tab connects your booking system or CRM – see Integrations. Switch on only the ones you need today; you can add more later.

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6. Get the agent on the phone (or your website)

  • Phone – on the Phone numbers tab you pick one of your account’s numbers (at least one comes with your account), and you can request more. Want to keep your own number? See PBX & phone setup. Forwarding has its own tab, and under Settings you choose the voice and write the greeting message (what the agent says when a call connects).
  • Chatbot – switch on chat for your website and Verbu gives you a snippet to paste into your site.
The Phone page with the Settings, Phone numbers and Forwarding tabs
Keep the greeting message short and friendly:
“Hi, this is Sarah from Acme. How can I help you today?“

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7. Test it in Playground

Open Playground and try a few realistic conversations:
  • A typical question your customers ask
  • Something the agent shouldn’t know – how does it handle it?
  • A request to be transferred to a person
If something sounds off, come back and tweak it.

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8. Go live

When you’re happy with how it sounds, click Go live and pick a plan. From that moment, inquiries to your agent’s chat and phone number will be answered.
Most customers use their own phone system to control when the agent answers – e.g. outside opening hours, or when the main line isn’t picked up.

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Next steps