Agent Quickstart

Build your first AI agent in under 10 minutes. This guide walks you through the entire process from zero to live.

Prerequisites

• A Katexs account (sign up at katexs.com).
• A phone number — Twilio import or Katexs-provisioned.
• Google Calendar, optional, for appointment booking.

Build your first agent

1. 1

   Create your workspace

   After signup you land in your workspace. One workspace equals one business — all agents, calls, and data live here.

2. 2

   Build your agent

   Go to Creator → New Agent. Choose Voice Agent for phone calls or Chat Agent for website widgets.

3. 3

   Write the prompt

   The system prompt tells your agent who it is and what to do. Be specific about goals, tone, and boundaries.

4. 4

   Add a knowledge base

   Upload a PDF or paste text in Assets → Knowledge Base. Your agent references this during calls.

5. 5

   Connect tools

   Toggle on Calendar (OAuth with Google) and CRM (enter your webhook URL).

6. 6

   Assign a number

   In the Creator, select your phone number from the dropdown. Chat agents skip this step.

7. 7

   Test

   Click Test Call or Test Chat. Talk to your agent and refine the prompt based on how it responds.

8. 8

   Go live

   Toggle Active to ON. Your agent is now answering real calls.

Example prompt

You are the receptionist for {{business_name}}, a dental practice in {{location}}.
Your job is to:
1. Greet callers warmly
2. Answer questions about services using the knowledge base
3. Check calendar availability and book appointments
4. Collect caller name, phone, and reason for visit
5. Transfer to Dr. Smith for emergencies only

Be friendly, professional, and concise. Never say "I am an AI."