> 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 this, go in the logged-in area to the tile **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 define your **company profile** as well as the **pronunciation** of certain words.

You can also define here 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 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 are not too similar in order to allow 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** you can specify in the final step which steps the AI agent should carry out in a specific call scenario. It responds to defined keywords in the conversation and asks the previously configured tasks in sequence.

{% hint style="info" %}
Important: If you want sipgate AI Agents to end the conversation after completing 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 %}

Once the scenarios have been stored, you can [insert your agent into 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, under **Calendar** to 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** to the AI agent.


---

# Agent Instructions
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## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:

```
GET https://help.sipgate.de/cloud-telefonanlage/en/using-sipgate/sipgate-ai-agents/wie-richte-ich-sipgate-ai-agents-ein.md?ask=<question>&goal=<endgoal>
```

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Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.