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Getting Started with HubTalk AI v4

This guide helps you begin with HubTalk AI v4 in a few simple steps. It focuses on the user experience: creating an agent, testing it, and connecting it to your phone system or webhooks.

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Start with a clear goal

Begin by defining the main task your agent should solve:

• Answer customer questions
• Book appointments or handle reservations
• Route calls to the right team
• Collect customer details during a conversation

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Step 1: Open the Agents section

Go to the Agents page in the v4 section and create a new agent. Give it a name and describe the customer scenario it should handle.

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Step 2: Configure the conversation

Set up your agent’s greeting, prompts, and response flow:

• Add a friendly greeting message
• Define how the agent should ask questions
• Add actions like transfer or end call when needed
• Use built-in prompts to keep the conversation natural

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Step 3: Test before launch

Use the built-in chat and voice testing tools to validate the agent:

• Try common customer requests
• Confirm the agent follows the expected path
• Make adjustments if the flow is unclear

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Step 4: Connect voice and webhooks

When the agent is ready:

• Connect a phone number or SIP trunk in the Telephony section
• Configure a webhook to receive call data and analytics
• Review call results in the dashboard

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Step 5: Review and improve

After the first tests:

• Check call transcripts and performance
• Tune prompts and handoff conditions
• Update the flow if customers ask unexpected questions

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Where to go next