This guide takes you from a new account to a working agent. Most teams finish it in under an hour; connecting a phone number is covered in the next article.
1. Create your account
Sign up for free at app.majorisminds.com. The Free plan includes every feature with one concurrent call, so you can build and test before choosing a paid plan.
2. Deploy an agent from a template
Open Agents in the sidebar and browse the preconfigured templates — more than 25, including receptionist, appointment booking, customer support, after-hours cover and lead qualification. Deploy the one closest to what you need.
Then make it yours:
- Opening line — name your business and say the caller is speaking to an AI assistant
- Instructions — describe the job, tone and anything the agent must never do
- Closing line — summarise what was agreed and say goodbye
- Rules — what the agent should do when it does not know the answer or the caller asks for a person
- Captured fields — the details you want from every call, such as name, reason and callback time
Our guide to writing a voice agent script has examples you can copy.
3. Add your knowledge
Open KB (Knowledge Base) and upload the documents your agent should answer from: price lists, FAQs, opening hours, policies or menus. Files are processed automatically. Then choose which files the agent can use. See Build your knowledge base.
4. Top up usage credits
Voice and chat minutes are paid from prepaid credits, typically £0.42 per minute. Add credits before testing so calls are not paused. See Credits, plans and billing.
5. Test in the browser
Open the agent in voice or chat to talk to it in your browser — no phone number needed. Try realistic calls: a booking, a question your documents answer, a question they do not, and an interruption. Read each transcript in Logs and adjust the instructions.
6. Go live
When you are happy:
- Connect a phone number so the agent answers calls
- Add chat and voice to your website
- Send call data to your systems with webhooks
Need help? Our team can join you for setup, script tuning and go-live checks — book a call.