All Collections > Quick Start > Create Your First AI Agent

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.

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.

Screenshot Placeholder

AI agent guardrails - setup screenshot placeholder

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.

Screenshot Placeholder

AI agent guardrails - check screenshot placeholder

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All Collections > Quick Start > 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 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.

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.

Screenshot Placeholder

AI agent guardrails - setup screenshot placeholder

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.

Screenshot Placeholder

AI agent guardrails - check screenshot placeholder

First Ai Agent Creation And Guardrails | Quick Start | Relaio Docs