Setting up your Agent
Open your Agent and select Edit Agent in the left navigation. Changes remain in the editable configuration until you test and publish them.Agent options
Configure these areas together rather than treating them as independent settings:- Instructions: Define the Agent’s role, workflow, boundaries, escalation rules, and success criteria.
- Configuration: Edit, test, save, and publish your Agent.
- Intelligence: Choose how your Agent thinks and responds.
- Functions: Add defined actions such as scheduling, transfers, messages, payments, or Computer work.
- Links: Give the Agent approved web and document knowledge.
- Voice: Choose from a variety of AI TTS voices to best represent your brand and communicate effectively.
- Greeting: Define how the Agent starts a call or chat.
- Language: Select the language your agent should understand and respond in, with options including English and Spanish.
- Contacts: Give the Agent customer context and support ongoing contact-centered work.
- Apps: Connect external services and make them available to your Agent.
Workflow examples
Use these examples as starting points. Adapt the instructions, systems, approval boundaries, and success metrics to the real workflow rather than copying a generic persona.- Restaurants & Food: Manage reservations, orders, and customer inquiries seamlessly.
- Retail: Provide product information, handle queries, and improve customer service.
- Home Services: Schedule appointments, handle service requests, and more.
- Professional Services: Automate client interactions, bookings, and follow-ups.
- Beauty & Salon: Manage appointments and client interactions efficiently.
- Logistics & Warehouse: Streamline operations with automated responses and updates.