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Learn by building. These guides walk you through creating complete, production-ready automations from start to finish.

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Getting Started

Sales Triage walkthrough

New to Chat & Voice Agents? Start here. Build a multi-agent Sales Triage agent with a Triage actor that hands off to Product and Pricing specialists — end-to-end in 20 minutes.

Working with files and AI

Send images, audio, video, and PDFs into AI models — and capture files the AI generates back. Covers every supported file type and what each model can read.

A SQLite database in Workspace files

Keep a database in the folder your team shares and update it from a workflow’s Code node, with versions, checkpoints and safe saves.

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What you’ll learn

Each guide covers:
  • Real business problem — Why this automation matters
  • Complete flow — Step-by-step building instructions
  • Configuration — How to set up actors, edges, and capabilities
  • Channels — Connecting to where users are
  • Testing and deployment — Getting it live

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Prerequisites

Before starting any guide, you should:
  1. Have a CogniAgent account
  2. Complete the Quick Start tutorial
  3. Understand basic workflow concepts
Start with the Sales Triage walkthrough — it grounds every Chat & Voice Agent concept in a worked example you can run end-to-end.

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Coming soon

  • Customer support automation
  • Appointment scheduling
  • Outbound sales sequences
  • Voice / phone walkthrough
Have a guide request? Let us know what you’d like to learn.