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Create Your First AI Agent

Relaio Docs Team-Feb 26, 2026-9 min read

Create your first AI agent with objective-driven prompt design, fallback policy, and escalation controls.

AI Agent Creation and Guardrails Overview

AI Agent Creation and Guardrails is a simple guide for setting up this part of Relaio.

Use this page to understand what the feature does, what you need before starting, and how to check that it works.

The steps below are written for regular users and admins, not for setup teams.

What You Need

  • Approved use case and response tone policy.
  • Escalation conditions for human handoff.
  • Knowledge source and prohibited topics list.
  • Selection of a high-quality AI voice from the voice service library and setting the appropriate Speech Language to match your target audience.
  • Identification of custom CRM columns for mapping captured variables like company name, industry, or specific lead scores.
  • Configured Google Calendar connection within the workspace settings if enabling autonomous meeting booking features.

Setup Steps

  • Open AI Agents > Create Agent in your Relaio workspace.
  • Turn on the feature and complete the required settings.
  • Save your changes and use the test option if one is available.
  • Make sure the setup matches the way your team wants to use it.

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Check It Works

  • Agent responds with expected tone and policy compliance.
  • Fallback response activates on unsupported intents.
  • Escalation triggers in high-risk or low-confidence scenarios.
  • Verify the 'Generate' and 'Optimize' buttons were used to establish a professional prompt structure based on your business type.
  • Confirmation that 'Insert In Prompt' was utilized to automatically add complex meeting booking logic to the instructions field.
  • Test 'Smart Call Ending' to ensure the agent concludes the call naturally upon hearing farewell phrases like 'Goodbye' or 'Allah Hafiz'.
  • Validate 'Interruption Sensitivity' settings to ensure the agent pauses appropriately when the caller speaks during the interaction.

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Common Issues

  • Check that your access is correct.
  • Confirm the feature is turned on.
  • Review the saved settings again.
  • Run the test once more with fresh data.

Frequently Asked Questions

  • Where do I set this up? Start from AI Agents > Create Agent.
  • Can I come back and edit it later? Yes.
  • How do I know it is ready? Complete the setup and run a test.
  • Who should own it? Assign one person to keep it updated.