> ## Documentation Index > Fetch the complete documentation index at: https://docs.tabbly.io/llms.txt > Use this file to discover all available pages before exploring further. # Agent Configuration > Learn how to configure and customize your Tabbly voice agents ## Overview Agent configuration is the foundation of creating effective voice AI agents. This guide covers everything you need to know about setting up, customizing, and optimizing your agents. ## Creating Your First Agent ### Step 1: Choose a Starting Point * **Template**: Start with a pre-built template from the Agent Templates Library * **Blank Agent**: Create from scratch for complete customization * **Clone**: Duplicate an existing agent as a starting point ### Step 2: Basic Information * **Agent Name**: Give your agent a descriptive name * **Description**: Add a brief description of the agent's purpose * **Category**: Select the appropriate category (Sales, Support, etc.) ### Step 3: Configure Core Settings * **Voice Selection**: Choose a voice from the library or clone your own * **Language**: Select primary language and additional languages * **Personality**: Define the agent's tone and style ### Step 4: Set Conversation Goals * **Primary Goal**: Define the main objective (e.g., "Schedule appointments") * **Success Criteria**: Specify what constitutes a successful call * **Key Metrics**: Identify metrics to track (conversion rate, duration, etc.) ### Step 5: Test and Deploy * **Playground Testing**: Test in the Tabbly Playground * **Iterate**: Refine based on test results * **Deploy**: Activate for live calls ## Agent Settings and Parameters ### General Settings **Agent Name & Description** * Internal name for your reference * Description helps team members understand the agent's purpose **Status** * **Active**: Agent is live and handling calls * **Paused**: Temporarily disabled * **Draft**: Still in development **Priority** * Set call routing priority if multiple agents are available * Higher priority agents handle calls first ### Conversation Settings **Greeting** * Customize the opening greeting * Set tone (formal, friendly, professional) * Include dynamic variables (customer name, time of day) **Conversation Flow** * Define conversation structure * Set branching logic for different scenarios * Configure question sequences **Response Style** * **Concise**: Short, direct responses * **Detailed**: Comprehensive explanations * **Adaptive**: Adjusts based on caller needs ### Behavior Settings **Interruption Handling** * Allow or prevent caller interruptions * Set interruption sensitivity * Configure how to handle mid-sentence interruptions **Silence Detection** * Set timeout for silence * Configure prompts for silence * Handle "dead air" scenarios **Error Handling** * Define responses for misunderstandings * Set retry logic for failed actions * Configure fallback behaviors ## Configuring Agent Personality ### Personality Traits **Formality Level** * **Formal**: Professional, business-like tone * **Casual**: Friendly, conversational tone * **Adaptive**: Adjusts based on caller's style **Enthusiasm** * **High**: Energetic and enthusiastic * **Moderate**: Balanced and professional * **Low**: Calm and measured **Empathy** * **High**: Shows understanding and compassion * **Moderate**: Professional empathy * **Low**: Factual and direct ### Voice Characteristics **Pace** * **Fast**: Quick speech for efficiency * **Normal**: Standard conversational pace * **Slow**: Deliberate and clear **Tone** * **Warm**: Friendly and welcoming * **Neutral**: Professional and balanced * **Authoritative**: Confident and knowledgeable **Accent & Dialect** * Select regional accent if applicable * Match your target audience's preferences * Consider brand voice alignment ## Setting Conversation Goals ### Primary Goals **Lead Qualification** * Identify qualified leads * Collect key information * Score leads based on criteria **Appointment Scheduling** * Schedule appointments * Confirm availability * Send calendar invites **Customer Support** * Resolve customer issues * Answer frequently asked questions * Escalate when needed **Sales** * Present products/services * Handle objections * Close deals ### Success Criteria Define what makes a call successful: * **Conversion**: Appointment scheduled, sale made, issue resolved * **Information Collected**: Required data gathered * **Customer Satisfaction**: Positive interaction * **Efficiency**: Call completed within target duration ### Key Performance Indicators (KPIs) Track these metrics: * **Conversion Rate**: Percentage of successful calls * **Average Call Duration**: Time per call * **First Call Resolution**: Issues resolved in one call * **Customer Satisfaction**: CSAT scores * **Transfer Rate**: Calls escalated to humans ## Defining Success Criteria ### Quantitative Metrics **Conversion Metrics** * Appointment booking rate * Lead qualification rate * Sales conversion rate * Issue resolution rate **Efficiency Metrics** * Average call duration * Calls per hour * Cost per conversion * Time to resolution **Quality Metrics** * Customer satisfaction (CSAT) * Net Promoter Score (NPS) * First call resolution rate * Call quality scores ### Qualitative Criteria **Conversation Quality** * Natural flow and engagement * Appropriate responses * Professional demeanor * Problem-solving effectiveness **Customer Experience** * Positive interaction * Clear communication * Helpful and informative * Respectful and courteous ## Agent Performance Optimization ### Monitoring Performance **Analytics Dashboard** * Real-time performance metrics * Historical trends and patterns * Comparative analysis * Custom reports **Call Review** * Listen to call recordings * Review transcripts * Identify improvement opportunities * Track success patterns ### Optimization Strategies **A/B Testing** * Test different greetings * Compare conversation flows * Evaluate response variations * Measure impact on metrics **Prompt Refinement** * Refine prompts based on results * Add context and examples * Improve clarity and specificity * Update based on feedback **Continuous Improvement** * Regular performance reviews * Update based on new data * Incorporate best practices * Stay current with platform updates ## Best Practices Begin with a basic configuration and add complexity gradually. Test each change before adding more. Clearly define what success looks like for your agent. This guides all configuration decisions. Use the Playground to test various scenarios before going live. Include edge cases and difficult questions. Regularly review performance metrics and make adjustments. Optimization is an ongoing process. Collect feedback from callers and your team. Use insights to improve agent performance. ## Next Steps * Learn about voice settings: [Voice Settings](/core-features/voice-settings) * Understand variables: [Variables & Personalization](/core-features/variables) * Explore data management: [Data Management](/core-features/data-management)