Build an agent, hear it in the browser, connect it to a number, then inspect its first real call. The same loop applies from then on: build, test, deploy, listen, improve.
Before starting
There is one prerequisite: an approved account. polite.ai is in private beta, so request an invite. Where website crawling was approved at signup, it has been running since the account was created, so the agent has useful context before anything is built.
The product tour follows these same steps inside the dashboard, with a checklist that ticks off along the way.
Build and test
Open Knowledge. Any website crawl approved at signup is listed with its status. Wait for the crawl to complete if you signed up very recently. Add PDFs for private information and processes not exposed on the public site. See Website knowledge.
Open Agents and press New agent. The Builder opens. Describe the job in plain English. The Builder asks clarifying questions, then starts building the team. The agent structure is sketched out live as it changes, and the chat stays open for questions and guidance. Describe what you want covers the Builder flow in more detail.
Test it in the browser. No number is needed. Say hello, ask something a customer may ask and try an awkward edge case. When the call ends, the transcript goes back to the Builder, so "it gave the old opening hours" can become the next requested fix.
Put it on a number
Buy a number from Numbering → Buy number, then point it at the team. The Builder's Connect inbound calls panel handles the connection. Details are in Connect a phone number.
Everything so far has built a draft. Press Go live on the amber draft bar to publish. The number then routes to this version. See Drafts, versions & going live.
Ring it, then listen back
Call the number from an ordinary phone. The agent answers.
Open Calls and click the row created by the call: the recording, the transcript and a feed of everything the agent did. If anything needs review, Troubleshoot with AI gathers the evidence and Fix with AI sends it to the Builder. See Finding calls, Inspecting a call and Troubleshoot a call with AI.
Where next
- Give the team more to draw on: Knowledge bases
- Let callers book real appointments: Calendar booking
- Add specialists and human transfer: Teams, transfers & subagents
- What an agent does on every call, without being asked: What every agent promises your callers