AI Agents Overview 🤖

Your AI agents act as virtual receptionists, handling calls, tasks, and client interactions. Each agent can be configured with specific capabilities, voices, and knowledge to represent your business professionally.

Create a New Agent ✨

To create a new AI agent:

1. Navigate to the AI Agents page
2. Click the "New Agent" button in the top-right corner
3. Fill in the required details:
   • Name
   • Description
   • Phone number (optional)
   • System prompt (select from a list of pre-defined prompts or create your own)
   • Initial greeting (what callers hear first)
4. Click "Create Agent" to add the new agent to your account

💡 Note: The system will generate an avatar for the agent. The avatar cannot be changed — if you want a different avatar, you will need to delete the agent and create a new one.

Edit an Agent ✏️

To modify an existing agent:

1. Go to the AI Agents dashboard
2. Click on the agent card you wish to edit
3. Use the sidebar navigation to access different configuration sections
4. Make your changes and save each section

Agent Configuration Sections 🛠️

General Settings ⚙️

Basic agent configuration:

• Name
• Description
• Profile picture
• Status (active/inactive)
• Timezone settings

Professional Profile 👔

Connect your agent with professional profile(s) so that it knows who it is assisting.

Learn more about Professional Profiles.

Capabilities 💪

Configure how your agent processes information:

• Response style
• Client interaction preferences
• Task handling capabilities

Learn more about Capabilities.

Knowledge Base 📚

Add information your agent can access:

• Custom knowledge documents
• Company policies
• Institutional information and procedures

Learn more about Knowledge Base.

Speech Settings 🎤

Customize your agent's voice:

• Voice selection (various options available)
• Smart Format
• Filler words

Security Settings 🔒

Configure security features [beta]:

• Access controls
• Information handling policies

IVR Settings 📞

Set up an Interactive Voice Response (IVR) menu for incoming calls. When IVR is enabled, callers hear a menu before reaching your AI agent, giving them options to choose from.

To configure IVR for an agent:

1. Navigate to the agent's edit page
2. Select the IVR section in the sidebar
3. Toggle IVR Enabled to turn the menu on or off
4. Configure the following settings:

• Menu Greeting: The message callers hear when the IVR answers (e.g., "Thank you for calling. Please choose from the following options.")
• Timeout: How many seconds to wait for the caller to press a key (default: 5 seconds)
• Default Action on Timeout: What happens if the caller doesn't press anything — either connect to the AI assistant or go to voicemail
• Option 1 — Information Message: A recorded message played when callers press 1 (e.g., office hours, directions, or announcements)

The IVR menu has a fixed structure:

💡 Tip: If you don't need a phone menu, leave IVR disabled. Calls will go directly to your AI agent as usual.

⚠️ Note: Enabling or disabling IVR automatically updates the phone number's configuration. The active webhook URL is displayed in the IVR settings for reference.

Attach Phone Number ☎️

Connect your agent to a phone line:

1. Navigate to the agent's "General Settings"
2. Select from available phone numbers in the dropdown
3. Save your changes
4. Your agent will now answer calls to this number

For more details on phone management, see Phone Numbers.

Activity Log 📝

Access detailed logs of your agent's attempts to execute tasks:

1. Click the menu (three dots) in the top-right of the AI Agents page
2. Select "Activity Log"
3. View a complete history of agent requests and responses

Delete an Agent ❌

To remove an agent:

1. Navigate to the agent's edit page
2. Scroll to the "Danger Zone" section
3. Click "Delete Agent"
4. Confirm deletion by typing the agent's name
5. Click "Delete" to permanently remove the agent

⚠️ Warning: Deleting an agent is permanent and cannot be undone. All associated data will be lost.