The editor
Editor sections
What each section of the agent editor sets, and what sits outside the editor in the agent's own sidebar.
Every section of the editor, what it sets, and where its full guide lives. Health, at the top of the editor's list, shows everything that could stop this version working and links to the section that fixes each one.
Intelligence
- Prompt holds what the agent says first and the rules it follows on every call. It is your highest-leverage surface.
- Model is the AI model that writes the agent's replies, and how long they run.
- Tools are what the agent can do during a call: look up an order, book a meeting, transfer to a human.
Sound
- Voice is how the agent sounds: the voice itself, its speed, its tone, and pronunciation.
- Hearing is how the agent listens: the speech-to-text engine, noise suppression, turn-taking, and the terms it should recognise.
- Ambience is background sound on the call: office ambience, and the typing sound while a tool runs.
- Speech to speech runs the call on one model that listens and talks. It shows Off while the agent uses the standard engine.
Call rules
- Call handling covers voicemail detection, keypad input, and call limits (end-on-silence, maximum duration, ring time).
- Guardrails covers content safety: jailbreak detection on what the caller says, and moderation of what the agent replies.
- Privacy sets how long calls are kept, what is hidden from transcripts, and the recording and AI notices callers hear.
- Call checks sets what counts as a good call for this agent: which checks grade it, and the rule that decides success.
Resources
- Knowledge holds documents, web pages, and notes the agent draws on during a call. Voice and text agents share the same knowledge.
- Variables are tokens like
{{booking_url}}that fill into tool URLs and headers at call time. Secrets are stored encrypted and never shown back in full. - Caller memory decides whether the agent remembers repeat callers by phone number and personalises the next call.
Details
- Details sets the agent name, description, timezone, language, branding and call engine. The description also shows on a shared demo link.
Outside the editor
Channels and administration sit in the agent's own sidebar:
- Agent holds Overview (readiness, recent conversations and tests), Build (this editor) and Workflow.
- Calls holds Calls, Callers and Dashboards.
- Tests holds Scenarios, Test results, Suggested tests, Schedules, Test analytics and Grading model (see Evals).
- Channels is where people reach this agent: Phone for the numbers routed to it, Widget for the website chat and call widgets, and Share link for the public demo link (see sharing a demo link).
- Manage is agent administration: Members for who can open the agent, and Maintenance for reverting a draft, archiving, or deleting (see archiving and deleting).