> ## Documentation Index
> Fetch the complete documentation index at: https://polyai-mintlify-7055a538.mintlify.site/llms.txt
> Use this file to discover all available pages before exploring further.

# Quickstart

> Create an account, build your first agent, and deploy it in minutes.

Create an account, build an agent, add knowledge, test it, and deploy. Five steps.

<Tip>
  **In a hurry?** [Wren](/wren/introduction) is the fastest way to scaffold an agent — describe what you want and it generates flows, topics, entities, and settings on a branch you can review. The manual steps below still work if you'd rather build it by hand.
</Tip>

## Prerequisites

* A use case in mind (e.g., customer support, reservations, FAQ)

<Steps>
  <Step title="Create your account (~1 min)">
    Go to the [sign-up page](https://studio.us.poly.ai/) and create your PolyAI account.

    <Tabs>
      <Tab title="Google SSO">
        1. Click **"Sign up with Google"**
        2. Select your Google account or enter your credentials
        3. Click **"Continue"** to authorize PolyAI

        <Frame caption="Sign in with Google SSO">
          <img src="https://mintcdn.com/polyai-mintlify-7055a538/um8QglDymN3O2O4g/images/get-started/select-google-sso.png?fit=max&auto=format&n=um8QglDymN3O2O4g&q=85&s=b6c22624b3bc8a7f4ee6d9b2f5ff8d4b" alt="Google SSO sign-up screen" style={{ maxWidth: '720px', width: '100%', margin: '0 auto', display: 'block' }} width="1030" height="892" data-path="images/get-started/select-google-sso.png" />
        </Frame>
      </Tab>

      <Tab title="Email and password">
        1. Enter your **first name**, **last name**, and **email address**
        2. Create a password (at least 12 characters, with 3 of 4 character types: lowercase, uppercase, numbers, special characters)
        3. Click **"Create account"** and verify your email

        <Frame caption="Create an account with email and password">
          <img src="https://mintcdn.com/polyai-mintlify-7055a538/um8QglDymN3O2O4g/images/get-started/enter-your-details.png?fit=max&auto=format&n=um8QglDymN3O2O4g&q=85&s=340debbc720501bafc3d55b32c34bbdd" alt="Email and password sign-up form" style={{ maxWidth: '720px', width: '100%', margin: '0 auto', display: 'block' }} width="3012" height="1592" data-path="images/get-started/enter-your-details.png" />
        </Frame>
      </Tab>
    </Tabs>

    Once signed in, you'll land on the Agent Studio home page.
  </Step>

  <Step title="Create your agent (~2 min)">
    From the home page, click **+ Agent** to start the agent creation wizard. You can create a blank agent or import an existing configuration.

    Configure the basics:

    * **Agent name**, internal identifier for your project
    * **Response language**, primary language for responses (see [multilingual support](/behavior/language/multilingual) for additional languages)
    * **Voice**, select from available [text-to-speech (TTS)](https://en.wikipedia.org/wiki/Speech_synthesis) voices
    * **Welcome greeting**, first message users receive (can be customized later in [agent settings](/behavior/general/agent))

    Click **Next** to enter Agent Studio.

    <Frame caption="Agent creation wizard">
      <img src="https://mintcdn.com/polyai-mintlify-7055a538/um8QglDymN3O2O4g/images/quickstart/create-agent.png?fit=max&auto=format&n=um8QglDymN3O2O4g&q=85&s=f88f54d770f47b100ef987affbe8765f" alt="Agent creation wizard with name, language, voice, and greeting fields" style={{ maxWidth: '720px', width: '100%', margin: '0 auto', display: 'block' }} width="2806" height="1468" data-path="images/quickstart/create-agent.png" />
    </Frame>

    You can also duplicate an existing agent by clicking the three-dot menu next to any agent on the home page.
  </Step>

  <Step title="Add knowledge (~5 min)">
    Navigate to **Knowledge > FAQs** in the sidebar.

    Click **Add topic** and provide:

    * **Topic name**, what this topic covers (e.g., "Store hours")
    * **Sample questions**, up to 20 ways users might ask (e.g., "When are you open?")
    * **Answer**, the response your agent should give

    Click **Save** to create the topic.

    <Frame caption="Add a knowledge base topic with sample questions and an answer">
      <img src="https://mintcdn.com/polyai-mintlify-7055a538/um8QglDymN3O2O4g/images/quickstart/add-kb-item.png?fit=max&auto=format&n=um8QglDymN3O2O4g&q=85&s=9963603617a5bb3915f3e75f7f14ffc0" alt="Adding a knowledge base topic in Agent Studio" style={{ maxWidth: '720px', width: '100%', margin: '0 auto', display: 'block' }} width="3018" height="1634" data-path="images/quickstart/add-kb-item.png" />
    </Frame>

    Changes are saved as **Drafts**. Publish to **Sandbox** to test them. Learn more about [environments and versions](/environments-and-versions/introduction).

    **Optional:** Add more topics to expand your agent's capabilities. You can also:

    * Upload PDFs or URLs to auto-generate topics
    * Connect external knowledge sources like [Zendesk](/integrations/zendesk) or [Google Sheets](/integrations/google-sheets) using the [Connected tab](/knowledge/sources/introduction) in Knowledge
    * Add [actions](/knowledge/faqs/actions/introduction) to trigger handoffs, SMS, or other behaviors

    See the full [FAQs guide](/knowledge/faqs/introduction) for details on how [RAG](/knowledge/faqs/RAG/introduction) (retrieval-augmented generation) powers topic matching.
  </Step>

  <Step title="Test your agent (~2 min)">
    <Tabs>
      <Tab title="In-browser call">
        The fastest way to test, uses your device's microphone directly.

        1. Click the **phone icon** <Icon icon="phone" size={18} /> in the top-right corner
        2. Select **Sandbox** from the environment dropdown
        3. Begin speaking to your agent

        <Frame caption="Call your agent directly from the browser">
          <img src="https://mintcdn.com/polyai-mintlify-7055a538/um8QglDymN3O2O4g/images/get-started/test-call.png?fit=max&auto=format&n=um8QglDymN3O2O4g&q=85&s=70e40df216c1ecfe855f2e6bcafe95db" alt="In-browser call test panel" style={{ maxWidth: '720px', width: '100%', margin: '0 auto', display: 'block' }} width="918" height="1192" data-path="images/get-started/test-call.png" />
        </Frame>
      </Tab>

      <Tab title="Webchat">
        Test with text-based chat, directly from Agent Studio.

        1. Go to the agent main page
        2. Click the **webchat icon** to open a text-based conversation

        The chat window shows tool calls and topic citations alongside the conversation. Click the Settings icon to toggle these.

        <Frame caption="Webchat test interface with topic matching">
          <img src="https://mintcdn.com/polyai-mintlify-7055a538/um8QglDymN3O2O4g/images/get-started/webchat.png?fit=max&auto=format&n=um8QglDymN3O2O4g&q=85&s=084e4d84a899ef4f8bcd9acd1f7a9633" alt="Webchat interface showing tool calls and topic citations" style={{ maxWidth: '720px', width: '100%', margin: '0 auto', display: 'block' }} width="1260" height="1800" data-path="images/get-started/webchat.png" />
        </Frame>

        See [webchat setup](/messaging-channel/introduction) for more details.
      </Tab>

      <Tab title="Phone">
        Test in a production-like environment by calling a connected number.

        1. Go to **Voice > Numbers** in the sidebar
        2. Click **"Add number"** to purchase a number or connect an existing one
        3. Call the number to speak with your agent

        See [Numbers](/voice-channel/numbers/introduction) for setup instructions.
      </Tab>
    </Tabs>

    **Testing tips:**

    * Use specific keywords to trigger your agent's topics
    * Test with different accents and speaking styles
    * For [multilingual agents](/behavior/language/multilingual), switch languages mid-conversation to test detection
    * Review conversations in the [Conversations dashboard](/analytics/conversations/introduction) after testing
  </Step>

  <Step title="Deploy to production (~1 min)">
    Promote your agent through the deployment pipeline:

    1. Go to **Deployments** in the sidebar
    2. Click **Promote to Pre-release** for user acceptance testing (if available in your project)
    3. Click **Promote to Live** to make your agent production-ready

    Each environment can have its own phone number and configuration.

    <Frame caption="Promote through environments to go live">
      <img src="https://mintcdn.com/polyai-mintlify-7055a538/um8QglDymN3O2O4g/images/deployment/publish.png?fit=max&auto=format&n=um8QglDymN3O2O4g&q=85&s=2f7f639f86e62b90d475d3046b03f306" alt="Deployment pipeline showing Sandbox to Live promotion" style={{ maxWidth: '720px', width: '100%', margin: '0 auto', display: 'block' }} width="2484" height="1498" data-path="images/deployment/publish.png" />
    </Frame>

    Some projects use a simplified pipeline that promotes directly from Sandbox to Live, skipping Pre-release. You can roll back to any previous version if issues arise, see the [deployment pipeline guide](/environments-and-versions/introduction) for details.
  </Step>
</Steps>

## Next steps

<CardGroup cols={2}>
  <Card title="Add advanced features" icon="code" href="/tools/introduction">
    Connect APIs and add dynamic behavior with Python functions
  </Card>

  <Card title="Build conversation flows" icon="diagram-project" href="/flows/introduction">
    Multi-step workflows for bookings, forms, and structured tasks
  </Card>

  <Card title="Configure voice settings" icon="microphone" href="/voice-channel/introduction">
    TTS, voice selection, and audio settings
  </Card>

  <Card title="Monitor performance" icon="chart-line" href="/analytics/dashboards/introduction">
    Dashboards, conversation review, and metrics
  </Card>
</CardGroup>

## How your agent works

Each conversation turn follows a pipeline: **ASR** (speech to text) → **LLM** (knowledge retrieval and response generation) → **TTS** (text to speech). See [architecture](/glossary/architecture) for a detailed breakdown, or [processing order](/essentials/order) for the step-by-step flow.
