> For the complete documentation index, see [llms.txt](https://help.sipgate.de/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.sipgate.de/cloud-telefonanlage/en/using-sipgate/sipgate-ai-agents/wie-richte-ich-sipgate-ai-agents-ein.md).

# How do I set up sipgate AI Agents?

To be able to use sipgate AI Agents, you must store your company data. To do so, go to the tile in the logged-in area **AI Agents**. Then click on the agent you want to edit and then on **Configuration**. Here you can, in addition to the voice and the greeting the agent should use, your **company profile** as well as the **pronunciation** of certain words.

Furthermore, here you can specify which user should receive the generated summaries by email.

Then enter under **customer questions** the questions and corresponding answers that you want the AI Agent to answer automatically. Here you can freely decide which questions you want the agent to answer and which answer should be given to a specific question.

{% hint style="warning" %}
Important: Please make sure that the questions do not resemble each other too much in order to enable clear assignment.
{% endhint %}

You can under **Knowledge** store a knowledge base that contains all important information about possible customer inquiries. Here you can, for example, store product descriptions or process guides for your customers.

Under the menu item **Playbooks** can you in the final step determine which steps the AI Agent should perform in a specific call scenario. It reacts to defined keywords in the conversation and asks the previously configured tasks one after the other.

{% hint style="info" %}
Important: If you want sipgate AI Agents to end the conversation after carrying out all steps, you must also store this instruction in the playbook. A possible wording here would be: "Thank them for the information provided and end the conversation".
{% endhint %}

After the scenarios have been stored, you can your agent [add to the routing in your sipgate account](https://help.sipgate.de/hc/de/articles/27153570881309-Wie-integriere-ich-den-Frontdesk-in-mein-Routing).

If you want appointments to be able to be booked via AI Agents, you have the option, under **Calendar** to set up a calendar integration.

Under the menu item **Webhooks** you can transfer the summaries from conversations with AI Agent to your CRM system.

If you use a CRM system, your AI Agent can access the customer data stored there, provided you connect your system via the item **Integrations** connect with the AI Agent.


---

# Agent Instructions
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## Querying This Documentation
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