Creating an Agent
From the Agents page in the sidebar, click the + button and choose:- New Agent - Start from scratch with a blank agent
- From Template - Start from a pre-built template with a persona, conversation flow, and settings already configured
- Clone - Duplicate an existing agent to use as a starting point
Agent Tabs
Each agent has a set of tabs across the top of the page:Conversation Flow
Build the agent’s behavior: persona, instructions, variables, workflows, and voice settings.
Actions
In-call actions and knowledge base query tools.
Test
Validate individual responses with targeted test cases.
Simulations
Run full conversations with realistic personas to test end-to-end behavior.
Chat Widget
Embed code, live preview, and widget configuration for this agent.
Publishing & Versions
Save drafts, publish changes, and manage version history. Accessed from within the Conversation Flow
editor.
Deploying an Agent
Once your agent is built and published, connect it to the real world:- Phone Numbers - Assign a phone number to handle inbound and outbound calls
- Chat Widget - Embed the agent as a chat widget on your website