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This cookbook walks through building a complete, working voice agent end to end in Lyzr Studio — from creating its knowledge base, to building the agent, testing it live, and connecting a real phone number so customers can call it. Example used throughout: an AI voice receptionist for a dental clinic (“Bright Smile Dental”) that answers patient questions about hours, services, insurance, and booking, using the clinic’s own FAQ document as its knowledge source.

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Before you start

Have a simple document ready (Word, PDF, or plain text) containing the information you want the agent to know — for a clinic receptionist, that’s hours, services, insurance accepted, address, booking process, cancellation policy, and common FAQs.

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Part 1 — Build the Knowledge Base

  1. Sidebar → click Knowledge Bases.
  2. Click New ▾ at the top of the page.
  3. From the dropdown, choose Knowledge Base (not “Knowledge Graph” or “Semantic Data Model” — those are for graph-relationship or live-database use cases).
  4. A panel titled “Create Knowledge Base” opens. It shows a Knowledge Base Type selector — leave it on Knowledge Base. Fill in:
    • Name (required) — lowercase letters, numbers, and underscores only (no capitals, spaces, or hyphens), e.g. bright_smile_dental_faq
    • Description (optional) — e.g. “Clinic hours, services, insurance, booking info”
    • Vector Store (required) — already pre-filled with a default; no need to change it
    • LLM Embedding Model (optional) — already pre-filled with a default; no need to change it
  5. Click Create Knowledge Base.
  6. It immediately opens the knowledge base’s detail panel with a 3-step wizard: Choose Source → Configure → Upload.
  7. On Choose Source, pick File Upload (“Upload PDF, DOCX, or TXT files,” up to 5 files).
  8. On Configure, leave the default parser options as-is.
  9. On Upload, add your FAQ document and confirm.
  10. Once processing finishes, use the Playground Retrieval panel on the right: type a real test question (e.g. “Do you accept Delta Dental insurance?”), click Retrieve, and confirm it returns the correct passage.

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Part 2 — Build the Voice Agent

  1. Sidebar → click Agents.
  2. Click New ▾ → choose Voice Agent. This opens a dedicated voice agents area with three tabs: Agents, Telephony, Transcripts.
  3. Click Create Agent.
You land on the voice agent editor — three tabs: Build, Playground, Deploy (you start on Build).

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Name it

Click the title text at the top-left of the page and type a name, e.g. Bright Smile Front Desk.

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Left pane — the basics

  • Who Speaks First — choose AI (so the agent greets the caller first).
  • An AI Introduction Text box appears — write the greeting, e.g.: “Thanks for calling Bright Smile Dental, how can I help you today?”
  • Goal — e.g. “Answer patient questions about clinic hours, services, insurance, and help them understand how to book an appointment.”
  • Role — e.g. “A friendly, professional dental clinic receptionist.”
  • Instructions — e.g. “Always be warm and reassuring. If a patient asks something not covered in the knowledge base, tell them you’ll have a staff member call them back — never guess at medical advice.”

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Right pane, top to bottom

Engine Mode
  • Choose Realtime (badge: “Low latency”) — the simplest, recommended option for a straightforward FAQ agent. (“Pipeline,” badge “Customizable,” splits speech-to-text/LLM/text-to-speech into separate steps — more control, not needed here.)
  • Pick a Voice from the dropdown (preview a few).
  • Set the Language (defaults to English).
Voice session — three optional toggles:
  • Call recording
  • Preemptive generation
  • Noise cancellation (powered by Krisp)
Knowledge — attach the knowledge base from Part 1:
  • Click the small + button next to “Knowledge.”
  • A popover titled “Knowledge Base” opens with a search box and a list of your existing knowledge bases.
  • Find and click bright_smile_dental_faq — this selects and attaches it (it appears as a chip below).
  • (A “Create new” option at the bottom of the same popover lets you build one inline if you skipped Part 1.)
Tools — skip for a simple FAQ receptionist; no external actions needed. Features — click View All to see optional features, e.g.:
Find Call escalation in the list and toggle its switch on — this opens a “Call escalation” configuration panel.
  • Destination type — choose Phone number (the other option, “SIP warm transfer,” is for call-center system integrations like Five9).
  • “When the caller…” — describe the trigger condition in plain English, e.g. “…asks to speak to a real person, mentions a dental emergency, or seems upset and needs a human.”
  • Destination phone number — enter the front desk’s real number in international format, e.g. +19515550148.
  • (Optional) Click “Add another routing rule” for a second condition/number, e.g. a separate rule for billing questions.
  • Click Done.
⚠️ Note: a badge on this panel confirms “Escalation rules apply on phone calls only” — it will not trigger during the in-browser Playground test call in Part 3, only on real calls once Telephony (Part 4) is connected.
  1. Click Save (top-right). It briefly shows “Saving…” then “Saved.”

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Part 3 — Test it in the Playground

  1. Click the Playground tab.
  2. If you’ve edited the agent since your last save, you’ll see an amber banner: “You are testing an older saved version… Use Update to test the newest version of this agent in playground.” → go back to Build and click Update first if so.
  3. Click Start voice call.
    • If your account has zero credits, it’ll show: “You have no credits left. Top up or upgrade before starting a call.”
  4. Once connected, you’ll see: an agent audio indicator (left), a live chat/transcript panel (center), and a control bar (right) with a mic mute toggle and a red End call button.
  5. Talk to it — e.g. “What time do you close on Saturdays?” — and confirm it answers correctly using the attached knowledge base.
  6. Click End call when done.

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Part 4 — Connect a real phone number (Telephony)

  1. Go back to the voice agents area (Agents → Voice Agent) and click the Telephony tab.

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Connect a provider account

  1. Click Add Integration. Options: Telnyx, Twilio, Plivo, SIP.
  2. Pick one, e.g. Twilio — the dialog becomes “Connect Twilio Account” and asks for:
    • Account SID
    • Auth Token
    • A name for this connection, e.g. “Clinic Twilio Account”
  3. Click Save & Connect.
⚠️ Lyzr Studio does not sell or provision phone numbers. If the connected account has none yet, you’ll see: “No numbers found for this integration. Purchase numbers from your provider to get started.” Buy the number directly in your Twilio/Telnyx/Plivo dashboard — it will then appear here automatically.

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Assign the number to your agent

  1. Once a number appears as a card, click its ••• menu → Assign Agent (reads “Reassign Agent” if already connected to something).
  2. A dialog titled “Configure Phone Number” opens: “Connect this phone number to a voice agent to start receiving inbound calls.”
  3. From the “Choose an agent…” dropdown, select your agent (e.g. Bright Smile Front Desk).
  4. Click Connect.
The number now shows a Connected status — any call to it is answered live by your voice agent, including the escalation rule from Part 2.

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Part 5 — Embed it elsewhere (optional)

  1. Back in the agent editor, click the Deploy tab.
  2. This shows the agent’s configuration JSON and ready-to-copy connection snippets for a developer to wire the voice agent into your own website or app over WebRTC.

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Quick checklist

  • Knowledge base created and content uploaded (Part 1)
  • Retrieval tested with a real question (Part 1)
  • Voice agent built: greeting, goal, role, instructions set (Part 2)
  • Engine mode, voice, and language selected (Part 2)
  • Knowledge base attached (Part 2)
  • Call escalation configured, if needed (Part 2)
  • Agent saved (Part 2)
  • Tested live in Playground (Part 3)
  • Telephony provider connected with valid credentials (Part 4)
  • Phone number purchased with the provider and assigned to the agent (Part 4)