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Welcome to Oration AI\! This quickstart guide will help you set up your account, create your first AI agent, and get it up and running in no time.

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Setup your Oration AI Account & Workspace

Getting started with Oration AI is quick and easy. Follow these steps to create your account and set up your workspace:
  1. Visit the Oration AI website and click on the “Sign Up” or “Get Started” button.
  2. You’ll see a login screen asking “Hello, who’s this?”. Enter your email address in the provided field.
  3. Choose your preferred sign-in method:
    • Click the “Sign in” button to use your email
    • Select “Sign in with a password” if you have an existing account
    • Choose “Github” or “Google” for social login options
  4. If you’re new, you’ll be prompted to create an account. Click on “New here? Create an account” at the bottom of the login screen.
  5. Once logged in, you’ll be asked to set up your workspace:
    • Enter a name for your workspace (e.g., your company name)
    • Provide a short slug (URL-friendly version of your workspace name)
  6. Click “Create Workspace” to finalize your setup
Great\! You now have an Oration AI account and workspace ready to go.

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Creating Agents

Now that your account is set up, let’s create your first AI agent:
  1. From your dashboard, navigate to the “Agents” section in the sidebar menu.
  2. Click on the “Create Agent” or “Add Agent” button (you may see a “Preview” dropdown with options like “Web Call”, “Phone Call”, and “Test Agent”).
  3. You’ll be taken to the Agent Details page. Here’s what you need to fill out:
    • Name: Give your agent a name (e.g., “Mary’s Dental Clinic”)
    • System Prompt: Provide context for your agent. For example: “You are a voice assistant for Mary’s Dental, a dental office located at 123 North Face Place, Anaheim, California. The hours are 8 AM to 5PM daily, but they are closed on Sundays.”
    • Initiation Message: Set the opening message for your agent (e.g., “Hey, how can I help you?”)
    • Initiation Type: Choose how your agent will initiate conversations
    • End Call Phrases: Define phrases that will trigger the end of a conversation
    • End Call Message: Set a closing message for your agent
  4. Fill out any additional fields as needed, such as “Configurations”, “Advanced Settings”, and “Privacy Settings” (visible in the tab menu).
  5. Click the “Update” or “Create” button at the bottom of the page to save your agent.
Congratulations\! You’ve just created your first Oration AI agent.

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Preview Your Agent

Before deploying your agent to live interactions, it’s a good idea to test it out:
  1. Look for a “Preview” button near the top of the Agent Details page.
  2. Click on “Preview” and choose the type of interaction you want to test (e.g., “Web Call”, “Phone Call”, or “Test Agent”).
  3. A chat interface will appear, allowing you to interact with your agent.
  4. Test various scenarios and conversations to ensure your agent responds correctly.
  5. Make any necessary adjustments to your agent’s settings based on the preview results.

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Publish Your Agent

Once you’re satisfied with your agent’s performance in the preview, you’re ready to publish:
  1. Look for a “Publish” or “Go Live” button on the Agent Details page.
  2. Review any final settings or confirmations required for publication.
  3. Click “Publish” to make your agent available for real interactions.
Your Oration AI agent is now live and ready to assist your customers or users\!