Agents

An agent is your AI receptionist. The agent editor is the page where you set how it behaves. It holds every setting for one agent: what it says, how it sounds, what it can do, and where it answers. You can set up, test, and publish without leaving the page.

How the agent editor works

Open Agents in the sidebar and click an agent. At the top of the page, click the agent's status to choose who answers: AI answers, After hours, or You answer. You can also start a test call or chat there. Below, each tab holds one group of settings.

Tab	What it controls
Instructions	How the agent behaves and what it says.
Voice and languages	The voice, pace, and languages the agent speaks.
Actions	What the agent can do during a conversation, such as booking or transferring a call.
Vocabulary	Business words and how the agent says them.
Channels	The phone number, text line, WhatsApp, and website widget the agent answers on.

You do not need to open every tab. Onboarding sets defaults. Open a tab only to change something.

Set up and manage an agent

A project can have more than one agent. Each agent answers for one business or one part of a business. See Create and manage agents to add, rename, pause, or delete an agent.

Shape what the agent says and does

• Instructions: who the agent speaks for and how it handles common situations.
• Voice and languages: how the agent sounds and which languages it speaks.
• Actions: booking, lead capture, and call transfer.
• Vocabulary: how the agent says business words and names.

Answer accurately on every channel

The agent answers business questions from its connected knowledge. One agent can run on several channels with the same instructions. If the agent gets something wrong, improve it from real calls.

Test and publish

After a change, use the test call button in the editor. Instructions stay a private draft until you publish them. Other tabs save at once. See Test your agent and Save and publish changes before you go live.