Inbound Agent Quickstart

In this quickstart, we’ll create an inbound voice agent that can take orders for a restaurant and calculate the total cost of the order. This guide will provide an overview of the platform by walking through the creation of a sample agent; for a more in-depth guide to using Vogent, see the platform overview guide.

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The agent

Our inbound agent takes orders and answers basic questions for a fictional restaurant called Bamboo Express.

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Creating a new agent

To create a new agent, navigate to the Agents tab on the left sidebar and click the New Agent button on the top right.

For this quickstart, we’ll walk through the pre-built agent together. You can clone this agent to your workspace by following the instructions here.

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Configuring the agent

Once you click into your cloned agent, you’ll see the agent’s configuration page. This is mission control for your agent, where you can configure the agent’s behavior and settings, go through past dials and run evaluations, and more.

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Prompting the agent

Click on the Model tab to see the language model configuration for this agent. This specific agent is a prompted agent on top of GPT-4o.

For more information on prompting agents and choosing a base model, see the prompting agents guide.

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Calculating the total using function-calling

The prompt above references a function called get_total.

Once the customer has completed their order, tell them you’ll ring it up, and determine the total for the order. The total can be calculated using the get_total function. This function will return a number with a decimal, which is the cost in dollars of the meal; tell the customer the cost by saying the number of dollars and cents that it is.

Vogent supports leveraging function-calling within agents to perform actions and retrieve information live. To include a function in your agent, you’ll need to:

1. Define the function in the Functions tab on the left sidebar.
2. Include the function as one of the agent’s functions in the Agent’s Functions tab.
3. Reference the function in your prompt.

The get_total function hits an external API with the counts for each item in the order, and receives the total cost of the order (The API simply sums the cost of each ordered item). To see how we’ve defined the function, head to the Functions tab, and select the get_total function.

For more information on how to define functions and use them effectively, see the functions guide.

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Retrieving the order post-call

After the call is completed, you can retrieve the order information from the call using the Dial Extractor webhook. The webhook will return the extracted order information in the format defined within the agent’s Extractor tab.

For this particular agent, we’ve defined a single extractor field as a JSON object with the following schema using the Custom type:

{
  "$schema": "http://json-schema.org/draft-07/schema#",
  "type": "object",
  "properties": {
    "items": {
      "type": "object",
      "properties": {
        "orange_chicken": {
          "type": "integer",
          "description": "Number of Orange Chicken orders",
          "minimum": 0
        },
        "eggplant_tofu": {
          "type": "integer", 
          "description": "Number of Eggplant Tofu orders",
          "minimum": 0
        },
        "broccoli_beef": {
          "type": "integer",
          "description": "Number of Broccoli Beef orders",
          "minimum": 0
        },
        "white_rice": {
          "type": "integer",
          "description": "Number of White Rice orders",
          "minimum": 0
        },
        "brown_rice": {
          "type": "integer",
          "description": "Number of Brown Rice orders",
          "minimum": 0
        }
      },
      "additionalProperties": false
    },
    "subtotal": {
      "type": "number",
      "description": "Total cost of the order in dollars",
      "minimum": 0
    },
    "special_instructions": {
      "type": "string",
      "description": "Any special instructions for the order"
    },
    "customer_name": {
      "type": "string",
      "description": "Name of the customer placing the order"
    },
    "completed_order": {
      "type": "boolean",
      "description": "Whether this order should be submitted (e.g. if the customer says they want to cancel the order, or if no order was placed, this should be false)"
    }
  },
  "required": ["items", "subtotal", "customer_name", "completed_order"],
  "additionalProperties": false
}

Alternatively, you can define your extractor output field-by-field.

For more information on how to define extractors, see the extractors guide.

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Making a call

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Phone call

To make a phone call to an inbound agent, you’ll first need to create a phone number; see the getting started guide for more information.

Once you’ve created a phone number, you can attach it to the agent by going to the agent’s Config tab, clicking Link Number, and selecting the chosen phone number.

You can then make a call to the agent by dialing the phone number you’ve attached to the agent.

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Web call

To make a web call to the inbound agent, you can just click on the Make Call button on the top-right of the agent’s page, toggle to Web, then click Talk.

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Viewing past calls

To view past calls to the agent, you can go to the agent’s Dials tab. This will show you a list of all past calls to the agent as well as the extractor results. You can click into any dial to listen to the recording and see the full transcript of the call, among other things. You can also filter calls by date range, call type, and more, or view dials across agents in the Dial History tab on the left sidebar.

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Testing new version on past calls

If you’ve made changes to your agent, you can test the new version on past calls by clicking the Run Counterfactual button when you’ve clicked into a dial. This will run the new agent on the same call transcript and show you the results.

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Conclusion

In this quickstart, we’ve walked through the creation of an inbound agent that can take orders for a restaurant and calculate the total cost of the order. We’ve also covered how to define functions, use them in prompts, and retrieve the order information post-call.

This was a cursory overview of the different components of Vogent that can be used to create an inbound agent. To go further in depth on any of these features, or to understand functionality not covered here, see the platform overview guide. You can also check out some of our other quickstart guides for different agent types:

• Outbound Agent Quickstart
• Flow Builder Quickstart