On the free plan you get one ongoing chat, and you build your first agent entirely inside it. Paid plans add multiple saved chats, extra agents, and the in-browser and phone test tools used in the last two steps below.
The guided walkthrough
1
You land in Studio and Alex greets you
As soon as you arrive, Alex opens the conversation for you. It greets you by name and asks its first question, so you never face a blank page wondering what to type. You are already in a normal chat: you can answer in your own words at any point, or tap one of the suggestions Alex offers.
2
Alex asks your goal, then a name
Alex asks one question at a time, so nothing feels like a setup wizard.
- What is this agent for? Tell Alex the job you want done, for example answering questions and booking meetings for your business, or qualifying inbound leads. Alex offers tappable suggestion chips so you can pick a common goal in one tap instead of typing.
- What should we call it? Give your agent a name. Again, Alex offers chips with sensible options you can tap.
Your goal becomes your agent’s North Star: the one objective it always keeps in view. Every change you make to the agent later is checked against this North Star, so your agent never drifts off-mission.
3
Alex asks how to teach the agent about your business
Next, Alex asks how it should learn your business. You pick one of two equally capable paths:Either way, you end up with a knowledge base your agent can answer from. If a website scan does not work out, Alex lets you try again or switch to pasting your details instead.
Scan my website
Give Alex your web address. It reads your homepage live, showing progress as it goes, and turns what it finds into your agent’s starter knowledge.
Paste my business details
Prefer to write it yourself? Paste what you do, your products and services, hours, policies, and anything else your agent should know.
4
Alex creates a real agent with a starter knowledge base
With your goal, name, and business information in hand, Alex builds the agent for real. This is a working voice agent connected to the knowledge it just learned, not a draft or a mock-up. From this point on you have something you can actually talk to.
5
You test it with a live call
Now you hear your agent for the first time. Two test options sit right in the composer:
Talk to your agent
Start a live conversation in your browser. Speak to your agent and hear it reply, just like a caller would.
Call my phone
Enter your number and have the agent place an outbound call to you, so you can test it on a real phone line.
6
You get a summary, a score, and next steps
When the call ends, Alex writes up what happened automatically. Back in the chat you get:
The recommended next steps typically include:
- Read your whole website so your agent can answer almost anything, not just what is on the homepage.
- Add more knowledge by uploading documents or pasting more detail.
- Add a chat widget to put your agent on your website and capture leads around the clock.
- Connect your tools such as your calendar and email, so your agent can act, not just answer.
What you end up with
A live voice agent that knows your business, keeps a clear objective in view, and has already handled a real conversation. From here you can put it on a phone number or embed it as a widget on your site, and keep improving it just by talking to Alex.How Studio works
See the bigger picture: the chat-first home, the composer, and how Alex proposes an action before anything changes.
Manage and refine your agent
Edit instructions, turn tools on or off, add knowledge, change the voice, and launch campaigns, all in plain language.
Good to know
Do I need to get everything right the first time?
Do I need to get everything right the first time?
No. This first pass just gets you to a working agent you can hear. Everything you set here can be changed later by asking Alex, so it is fine to start simple and refine after your test call.
What is the North Star, and can I change it?
What is the North Star, and can I change it?
The North Star is your agent’s single objective, captured from the goal you gave Alex during onboarding. It keeps later edits on track. You can revisit and reword it any time so your agent’s identity stays exactly where you want it.
I would rather edit fields directly. Where do I do that?
I would rather edit fields directly. Where do I do that?
Deeper, form-based settings live behind the settings icon, with sections for Profile, Tools, Connectors, HTTP Tools, Knowledge, and Widget. The chat and the settings drawer stay in sync, so you can move between them whenever you prefer to edit a field by hand.