BUILDING AN AGENT (STEP BY STEP)

This is the BIG one — this is where you BUILD your first AI agent. 🚀

In this video, you’ll see exactly how to set up your first AI agent, step-by-step — and why this step is so critical to your success.

What you’ll learn in this video:

✅ How to select your industry-specific AI agent → already fine-tuned for your market (real estate, SDR, solar, etc.)

✅ How to define your AI’s role + objectives → so it knows exactly what it's trying to accomplish on every call

✅ How to name and position your AI → critical for building trust on the call

✅ How to configure call settings → inbound, outbound, live transfers, callback handling

✅ How to select AI voice & personality → match the tone + pace to your target market (older homeowners vs. younger buyers, etc.)

✅ How to set up pipeline & stages → so your AI knows when to call, how often to follow up, and how to move leads intelligently

✅ How to build your first dynamic script → including KYCs, conditions, objections, and natural conversation flow

✅ How to use Advanced Settings → guardrails, personality tuning, response timing, fallback handling

✅ How to leverage the built-in Script Builder → generate powerful scripts with GPT, pre-optimized for your use case

✅ How to organize your agents (ex: inbound vs. outbound agents) for clean data and better tracking

✅ How to integrate with your CRM → so leads flow in and are called instantly