Builder
Lay out the conversation your agent will have, test it, then publish it.
Open an agent from the Workflow page to reach its canvas. The steps and arrows you draw there are the agent: change them, save, publish, and the next conversation uses the new version.
On the canvas
- Step: one part of the conversation, such as the greeting, a question, or the goodbye. Steps covers every type.
- Arrow (a pathway): the rule that moves the conversation from one step to the next. It fires when the agent judges its Condition met, or on a keypad digit.
- Start: the one entry point. Every agent has exactly one, and it cannot be deleted.
- Persona: tone and standing rules added to every Agent and Global step. No arrow touches it.
Building an agent
A blank agent starts with one Start step.
- Right-click the canvas and pick a step type from the Add node menu.
- Drag from one step's handle to another to draw an arrow, then open the arrow to name it and write its Condition.
- Open a step to write its prompt and add what it needs: tools, documents, variables to extract.
- Select Save. Saving keeps a draft; it does not change what people reach.
To delete a step, select it and press Backspace. The Start step can't be deleted.
If the canvas gets messy, select Tidy up. It lines the steps up in rows starting from the Start step. It only moves things around, it doesn't change the conversation.
If something is wrong, a banner at the top of the canvas lists the errors. It also warns when a number or campaign this agent uses is on a carrier that cannot do something a step needs, such as keypad input or a transfer.
The header
| Control | What it does |
|---|---|
| Version chip, next to the name | Opens Versions: the draft, the live version and older ones |
| Model | Opens AI models: the language model, the transcriber and the extraction model this agent uses |
| Voice | Opens the Voice dialog. See Voices |
| Price | The agent's cost per minute in credits, as it is set up now |
| Files | Opens Files > Chat media in a new tab. See Files |
| Test | Ways to try the draft (below) |
| Save / Publish | Save the draft; make it live |
Settings that apply to the whole agent, such as chat, call handling and analysis after the call, live on its settings page. Open it with the Workflow settings button on the agent's card on the Workflow page.
Want to limit how long a call can go on? Under Call Management, End the call after sets the longest a call can run. It starts at 30 minutes, and you can raise it to 60.
Testing
The Test menu runs your draft, never the published version:
- Test voice talks to the agent in this browser. Select Start call on the run screen.
- Call my phone places a real call to a number you enter.
- Test chat lets you message the agent, and shows the buttons, links and cards a step sends. See Chat.
- Run simulation has an automated persona talk to the agent so you can review the result.
The menu stays disabled while the agent has unsaved changes or errors. Save and fix the errors first.
Draft and published
Edits are held as a draft until you select Publish. The published version keeps serving every real conversation while you edit. See Versions.
Next
Pick the right step, decide what each one says in Prompts, choose how the agent sounds in Voices, or learn to edit safely while it's live in Versions.
Common questions
How do I add a step to the canvas?
Right-click the canvas and pick a step type from the Add node menu, then drag from one step to another to draw an arrow between them.
What does Tidy up do?
It lines the steps up in rows starting from the Start step. It only moves cards around and does not change the conversation.
Does saving change what my contacts hear?
No. Saving keeps a draft. Contacts only reach the published version, which changes when you select Publish.
How do I test a draft?
Open the Test menu for Test voice, Call my phone, Test chat or Run simulation. All of them use your draft, never the published version.
How long can a call last?
Under Call Management in the agent's settings, End the call after sets the longest a call can run. It starts at 30 minutes and can go up to 60.