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Open the agent setup

  1. Open the VAPI Agents page in the Partner Portal.
  2. Click Create Agent.
  3. Choose the customer who will own the agent, then click Next.
Create VAPI Agent window showing Customer, Knowledge Base, Basic Settings, Advanced Settings, and Function Calls

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Complete the setup

The current setup includes five sections:
  1. Customer — assign the agent to the correct customer.
  2. Knowledge Base — choose the information the agent can use.
  3. Basic Settings — add the agent’s name, voice, opening message, and instructions.
  4. Advanced Settings — fine-tune call behaviour only when needed.
  5. Function Calls — choose connected tools when available.
Review the details before saving. After creation, return to the VAPI Agents page to find the agent and manage its customer assignment or webhook.