Getting started with AIR Pro

Configure your company’s phone menus, Auto Receptionist, and turn on automatic call recording.

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About this course

Welcome to AI Representative, or AIR Pro.
In this course, move beyond basic automation to learn agentic AI.
Navigate the no-code environment to build, test, and deploy intelligent AI representatives that don't just route interactions—they reason, plan, decide, and take action.

After completing this course, you will be able to:

  • Identify key components and capabilities
  • Create and configure AI agents, including profiles and skills
  • Build and manage Q&A and Action skills
  • Configure session and request policies
  • Connect AI Representative to a channel

Lessons33 min

  • AIR Pro overview 5 min
  • Creating AI Agents
  • Creating basic agents 5 min
  • Practice building an agent 3 min
  • Adding Action skills: Playbook 5 min
  • Adding Action skills: Workflow 12 min
  • Adding Policies 3 min
  • Training Satisfaction Survey
  • Training Satisfaction Survey

About this course

Welcome to AI Representative, or AIR Pro.
In this course, move beyond basic automation to learn agentic AI.
Navigate the no-code environment to build, test, and deploy intelligent AI representatives that don't just route interactions—they reason, plan, decide, and take action.

After completing this course, you will be able to:

  • Identify key components and capabilities
  • Create and configure AI agents, including profiles and skills
  • Build and manage Q&A and Action skills
  • Configure session and request policies
  • Connect AI Representative to a channel

Lessons33 min

  • AIR Pro overview 5 min
  • Creating AI Agents
  • Creating basic agents 5 min
  • Practice building an agent 3 min
  • Adding Action skills: Playbook 5 min
  • Adding Action skills: Workflow 12 min
  • Adding Policies 3 min
  • Training Satisfaction Survey
  • Training Satisfaction Survey