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Agent Definition

This guide provides a comprehensive walkthrough for creating and configuring AI agents in FutureAGI’s simulation platform. Agent definitions form the foundation of your voice conversational testing.

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What is an Agent Definition?

An agent definition is a configuration that specifies how your AI agent behaves during voice conversations. It includes:
  • Basic information (name, contact details)
  • Provider settings (AI model configuration)
  • Agent description (prompts and behavior guidelines)
  • Communication preferences

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Creating an Agent Definition

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Step 1: Access Agent Definitions

Navigate to Simulations → Agent Definitions in your FutureAGI dashboard. Click the “Add Agent Definition” button to begin creating a new agent. Agent Definitions Page

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Step 2: Configure Basic Information

Add Agent Definition Button

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Basic Information

  • Agent Name: Insurance Sales Agent
  • Description: AI agent specialized in selling life and health insurance policies to customers

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Contact Configuration

  • Contact Number: +1-800-INSURE-ME (or your test number)
  • Pin Code: Select your country code (e.g., +1 for US)
  • Language: English (en)
  • Connection Type: Toggle to Inbound (agent receives calls)

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Provider Settings

  • Provider: Select provider (e.g., ‘Vapi’ or ‘Retell’)
  • Assistant ID: Enter your provider-specific assistant ID (optional)

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Connection Settings

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Connection Type

Inbound (Toggle ON):
  • Agent receives incoming calls
  • Suitable for customer service, support hotlines
  • Agent waits for customer to initiate
Outbound (Toggle OFF):
  • Agent makes outgoing calls
  • Suitable for sales calls, appointment reminders
  • Agent initiates the conversation

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Language Selection

Choose the primary language for your agent:
  • English (en)
  • Spanish (es)
  • French (fr)
  • German (de)
  • [Additional languages based on provider]

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Understanding Agent Description

An Agent Description is a comprehensive overview of your voice conversational agent’s purpose, behavior, and operational guidelines. It encapsulates all the instructions, prompts, and rules you provide to your AI agent, acting as the foundational reference for how the agent should interact with users and handle various scenarios. Why it matters: By clearly articulating your agent’s description, you enable FutureAGI to:
  • Generate more accurate test scenarios
  • Identify issues in production
  • Ensure consistent agent behavior
  • Validate compliance and quality standards
Most customers include their agent’s main prompt here.

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Agent Description Templates

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Single Prompt Agent

For agents with a single, unified prompt, simply copy your agent’s main prompt into the description field. Example - Insurance Sales Agent: 
You are Sarah, a friendly and knowledgeable insurance sales agent for SecureLife Insurance. 

Your primary goal is to help customers find the right insurance coverage for their needs while building trust and rapport.

Key behaviors:
- Greet customers warmly and ask how you can help
- Listen actively to understand their insurance needs
- Ask relevant questions about family, health, and financial situation
- Explain insurance options clearly without jargon
- Address concerns and objections patiently
- Never pressure customers to make immediate decisions
- Always verify understanding before proceeding
- Offer to send information via email for review

Product knowledge:
- Term life insurance: 10, 20, 30-year options
- Whole life insurance: Fixed premiums, cash value
- Health insurance supplements
- Disability insurance

Compliance requirements:
- Always disclose you're recording for quality assurance
- Provide accurate quotes based on provided information
- Never make guarantees about approval
- Mention that rates are subject to underwriting

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Multi-State Agent

For agents with multiple conversation states or nodes, use this structured format: 
<System Prompt>
You are a multi-state insurance agent that adapts your conversation based on customer responses and needs.

Core personality: Professional, empathetic, and solution-oriented.

<Greeting Node>
"Hello! Thank you for calling SecureLife Insurance. My name is Sarah. I'm here to help you explore insurance options that best fit your needs. May I have your name, please?"

<Needs Assessment Node>
"Thank you, [Customer Name]. I'd love to understand what brings you to us today. Are you looking for life insurance, health coverage, or would you like to learn about all our options?"

<Life Insurance Node>
"Great choice considering life insurance. To recommend the best options, could you tell me:
1. Are you looking for temporary or permanent coverage?
2. Do you have any dependents?
3. What's your approximate age range?"

<Health Insurance Node>
"I understand you're interested in health coverage. Let me ask a few questions to find the right plan:
1. Are you looking for individual or family coverage?
2. Do you have any existing health conditions?
3. What's most important: low premiums or comprehensive coverage?"

<Objection Handling Node>
"I completely understand your concern about [specific objection]. Many of our clients initially felt the same way. Let me address that specifically..."

<Closing Node>
"Based on our conversation, I recommend [specific product]. I'll email you the detailed information along with a personalized quote. Would you prefer to review this and schedule a follow-up call?"

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Retell Workflows

If you’re using Retell AI for your agent, export and paste the configuration:
  1. Go to Agents in Retell dashboard
  2. Select your agent
  3. Click the Export button (downloads a .json file)
  4. Copy the entire JSON content
  5. Paste it in the agent description field
Example Retell JSON structure: 
{
  "agent_id": "agent_xxxx",
  "agent_name": "Insurance Sales Bot",
  "voice_id": "voice_xxxx",
  "language": "en-US",
  "prompt": {
    "system_prompt": "You are an insurance sales agent...",
    "example_dialogues": [...],
    "knowledge_base": [...]
  },
  "workflows": {
    "greeting": {...},
    "qualification": {...},
    "presentation": {...},
    "closing": {...}
  }
}

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Vapi Workflows

For Vapi-based agents, export the workflow configuration:
  1. Go to Workflows in Vapi dashboard
  2. Select your agent workflow
  3. Click the Code button (top right)
  4. Copy the displayed content
  5. Paste it in the agent description field
Example Vapi configuration: 
{
  "name": "Insurance Sales Workflow",
  "assistant": {
    "model": "gpt-4",
    "voice": "en-US-Standard-A",
    "firstMessage": "Hello! Welcome to SecureLife Insurance...",
    "prompt": "You are a professional insurance agent..."
  },
  "workflow": {
    "nodes": [...],
    "edges": [...],
    "variables": [...]
  }
}

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Best Practices for Agent Descriptions

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1. Be Comprehensive

Include all relevant information:
  • Personality and tone
  • Product knowledge
  • Compliance requirements
  • Objection handling strategies
  • Escalation procedures

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2. Use Clear Structure

Organize your description logically:
  • Start with role and personality
  • List key responsibilities
  • Include do’s and don’ts
  • Add specific examples

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3. Include Edge Cases

Specify how to handle:
  • Angry or frustrated customers
  • Technical questions beyond scope
  • Requests for human agents
  • System errors or unknowns

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4. Add Compliance Rules

For regulated industries:
  • Required disclosures
  • Prohibited statements
  • Documentation requirements
  • Privacy guidelines

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5. Test Scenarios

Consider including:
  • Common customer questions
  • Typical objections
  • Success criteria
  • Failure conditions

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Advanced Configuration Options

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Custom Variables

You can include variables that the simulation engine will use: 
{{customer_name}} - Will be replaced with test customer names
{{product_price}} - Will use pricing from your test data
{{appointment_date}} - For scheduling scenarios

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Behavioral Modifiers

Add specific behavioral instructions: 
[PATIENCE_LEVEL: HIGH] - For difficult customers
[TECHNICAL_DEPTH: MEDIUM] - Balance detail with clarity
[SALES_PRESSURE: LOW] - Consultative approach
[RESPONSE_TIME: NATURAL] - Realistic pauses

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Integration Hints

If your agent integrates with systems: 
CRM_LOOKUP: Check customer history before recommendations
CALENDAR_ACCESS: Confirm availability for appointments
QUOTE_ENGINE: Generate accurate pricing in real-time
EMAIL_CAPABILITY: Send follow-up information

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Validation and Testing

After creating your agent definition:
  1. Review All Fields: Ensure accuracy
  2. Test Description: Check for completeness
  3. Save as Draft: If still refining
  4. Create Agent: When ready for testing

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Common Mistakes to Avoid

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1. Vague Descriptions

❌ “Be helpful and friendly” ✅ “Greet with ‘Good [morning/afternoon], thank you for calling SecureLife. I’m Sarah, your insurance specialist. How may I assist you today?‘“

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2. Missing Compliance

❌ No mention of regulations ✅ “Always state: ‘This call may be recorded for quality and training purposes’ at the beginning”

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3. Incomplete Product Info

❌ “Sell insurance products” ✅ “Offer: Term Life (10/20/30 year), Whole Life, Universal Life. Minimum coverage: $50,000”

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4. No Error Handling

❌ No guidance for problems ✅ “If unable to answer: ‘That’s a great question. Let me connect you with a specialist who can provide the most accurate information.’”

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Next Steps

Once your agent definition is created:
  1. Test with Simple Scenarios: Start with basic test cases
  2. Refine Description: Based on initial results
  3. Create Comprehensive Scenarios: Build out test suites
  4. Run Full Simulations: Execute complete test runs
  5. Iterate and Improve: Use results to enhance the agent
For the next step in your simulation setup, proceed to Creating Scenarios.