> 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 sona?

Set up sipgate sona – store company data, create playbooks, and activate the assistant.

To be able to use sipgate sona, you need to enter your company details. To do this, 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, in addition to the voice and the greeting the agent should use, you can specify your **company profile** as well as the **pronunciation** of certain words.

You can also 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. You can decide freely 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 are not too similar to enable a clear assignment.
{% endhint %}

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

Under the menu item **Playbooks** you can specify in the final step which steps the AI agent should carry out in a specific call scenario. It responds to predefined keywords in the conversation and then queries the previously set tasks in sequence.

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

Once the scenarios have been set up, you can [add your agent 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 bookable via AI Agents, you have the option to, under **Calendar** set up a calendar integration.

Under the menu item **Webhooks** you can transfer the summaries from conversations with the 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 point **Integrations** with the AI Agent.


---

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