SIDEMEX / AGENTS

Introduction to Agents

Create agents that answer calls, help your customers, and record what happens in your business.

Sidemex Agents brings agent configuration, telephony, and results into one dashboard. Give each agent a clear task, provide approved business information, and test its responses before it starts serving customers.

Choose an agent for your task

Agent	When to use it	Start here
AI receptionist	Answer incoming calls, explain your business, and handle reservations.	Create your first agent
Calling agent	Call leads through a campaign, qualify interest, and record appointment requests.	Outbound campaigns
Ad planner	Prepare proposals and creative assets with SDMX; the dashboard labels it as beta.	SDMX and approvals

How a voice agent works

Each call combines instructions, knowledge, voice, and allowed actions. The agent listens, responds using your business information, and uses enabled actions to capture a lead, request an appointment, or check availability.

Telephony controls how calls reach or leave your agent and where to transfer them when a person needs help. Call history records the available status and results so you can review the interaction.

From setup to operation

Prepare: choose the business and define the goal.
Design: configure behavior, voice, and actions.
Connect: set up a number and a fallback route.
Test: review a real conversation.
Activate: select a published version.
Improve: review calls, reservations, and results.

Start setup → · Explore the dashboard →

Three useful concepts

Draft: configuration you can continue editing.
Published version: a fixed configuration ready for operation.
Active version: the version used by new calls.

Saving a change does not replace the active version. Read Versions and activation before changing an agent that already serves customers.