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.

Intelligence

  • Prompt is the persona and the rules. The model reads it on every turn, so it is your highest-leverage surface.
  • Model is the language model that powers the agent.
  • Tools are what the agent can do during a call: look up an order, book a meeting, transfer to a human.

Voice

  • 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.

Settings

  • General sets the agent name, description, and timezone. The description also shows on a shared demo link.
  • Privacy sets per-agent PII redaction, retention, and the spoken consent disclosures, overriding the workspace defaults.
  • Scoring sets what counts as a good call for this agent: which metrics score it, and the rule that decides success.
  • 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.

Resources

  • 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.
  • Knowledge holds documents, web pages, and notes the agent draws on during a call. Voice and text agents share the same knowledge.
  • Memory decides whether the agent remembers repeat callers by phone number and personalises the next call.

Outside the editor

Everything above is version content. Channels and administration sit in the agent's own sidebar:

  • Channels is where people reach this agent: Phone for the numbers routed to it, Widget for the website chat and call widgets, and Share for the public demo link (see sharing a demo link).
  • Settings is agent administration: Collaborators for per-agent access, and Maintenance for reverting a draft, archiving, or deleting (see archiving and deleting).

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