Simple projects

A Simple project builds your agent from three layers: a general base behaviour, an industry template you pick during setup, and a set of skills you turn on or off — each skill adding one capability (and, where needed, its own settings) to the agent. No canvas, no branching logic to wire up yourself.

For the underlying concepts, see Simple projects: concepts. For what each skill does, see the skill reference.

Guided setup

1. Organization — name your organization.
2. Purpose — “What is your agent for?” — pick the template closest to your business, either By industry (16 industries, from Medical practice to Restaurant & Café) or By use case (for example General enquiries & callbacks). One search covers both tabs. The template pre-selects a sensible set of skills for you — see the full catalogue.
3. Your information — add your website and any documents (optional). Each website is added as one knowledge source, even if several fields point to pages of the same site, and it turns on the Knowledge Q&A skill. Facts such as opening hours are read from your website or documents into tables you review in the next steps; removing or replacing a source also removes the suggestions it produced.
4. Voice & languages — pick the agent’s main language, any further languages, its timezone, and a voice. Voices that speak your languages are listed first.
5. Personalize — fill in the business facts and per-skill settings the template asks for (opening hours, services, booking rules, and so on). An AI setup assistant can suggest values from your information — accept a suggestion, edit it, or ignore it; nothing is saved until you accept. A value your sources don’t state stays empty. The Greeting page sets the agent’s first words: it is prefilled from the template, must make clear that the caller is talking to an AI, and is checked against your main language (a one-click translation is offered).
6. Hear your agent — place a browser test call to the agent you just created (optional).
7. Channels and plan — choose how callers reach the agent and confirm your plan.

Skills

Open Skills on the project to see every available skill, which ones are on, and each skill’s settings. Turning a skill on or off takes effect the next time the agent runs — no redeploy or extra step needed. Some skills need something connected first:

• Knowledge Q&A needs a knowledge base.
• Appointment booking needs a calendar connected — you’ll be prompted to connect one from the skill’s settings if it isn’t already.

See the full list, what each skill does and needs, on the skill reference page.

Transfer to a person is coming soon. Until then, use the Callback skill to offer a call back instead of transferring live.

Testing your agent

The editor’s Test tab places a real test session against your current configuration — greeting, enabled skills, and connected integrations included — so you can try the agent before it’s live, the same way you would test an Advanced project.

Every project gets 20 free test calls per day, each with a time limit that depends on your plan; the Test tab shows how many are left. Further test calls that day count toward your plan’s minutes, and the first of them asks you to confirm. Call History hides these paid test calls by default — use the Calls filter to show them, marked with a Test call badge.

Upgrading to an Advanced project

A Simple project can be upgraded, once, to an Advanced project if you need branching logic, hooks, or Professional-plan node types the guided form doesn’t cover. From the project’s editor, use Upgrade to Advanced — this builds an equivalent graph flow from your current setup and switches the project into the graph editor. It doesn’t move automatically:

• The upgrade is one-way; the Simple editor for that project becomes read-only afterwards (you can still view its settings, but further edits happen in the graph editor).
• Your phone numbers and web agents keep pointing at the Simple project unless you explicitly choose to re-point them to the new Advanced project during the upgrade.
• Upgrading is subject to your plan’s Advanced-project limit, the same as creating one directly.

Simple projects do not support hooks, pro-flow nodes, or global menus — upgrade if you need those.