Basic configuration

Below Analytics in the sidebar, Agents provides up to three shortcuts. Use + to search and choose which agents to show; View all opens the full list. Initially, the most recently updated active agents are suggested. Your selection is saved in this browser, separately for each organization. A filled pin marks a pinned agent: click the row to pin or unpin it. Orbs use the colors of the selected model.

Configure the call summary in agent settings, opened from the gear: choose its language, customize instructions, restore the standard prompt and copy the configuration to other agents. Save changes applies summary and general settings together.

The editor brings the prompt and first message into the main column, with model, voice and languages on the right. The gear opens general settings. Buttons below the name open system tools, external tools, MCP and criteria. Advanced settings sit beside the model; Try your agent opens the test dialog. Languages show the primary and last two additions; View all and add languages opens the searchable full selector. Closing the selector keeps your draft: apply it with Save changes.

Agent settings are grouped into rows for identity, calls and behaviour, with switches on the right. Silence sliders show the exact value and offer shortcuts: warning 10–60 seconds, hangup 20–120 seconds. Intermediate values are supported. Hangup must follow the warning: raising the warning to or beyond hangup moves hangup ten seconds later. Existing values stay unchanged until edited; use Save changes to apply them.

Basic configuration defines how your voice assistant introduces itself to customers and what it's allowed to do. A clear, consistent setup is essential to deliver a professional experience.

Agent identity

Define who your voice assistant is: its name, how it introduces itself, and the communication style it adopts. These elements shape the first impression with your customers and determine the quality of the conversation.

• Name. Choose a simple, memorable name aligned with your brand. Avoid generic or confusing names.
• Opening greeting. Write a short, professional welcome line that signals the service available.
• Communication style. Define the tone: formal and polite, friendly and helpful, or a balance of both.
• Brand identity. The assistant represents your business: stay consistent with your brand values and image.

Operational scope

Clearly define what the agent can and cannot do. A well-bounded scope prevents frustration and ensures complex requests are routed correctly.

• Allowed tasks. Explicitly list the actions the agent can take on its own.
• Tasks that require an operator. Specify when the customer must be transferred to a human operator.
• Availability hours. Clearly communicate when the agent is available and what to do outside those hours.