Agents

Read the agent cards #

Each card shows the name, role, status, persona summary, channels, enabled-action count, and assigned phone number when present. “Live” corresponds to active; “Not live yet” is draft; “Paused” stops the agent’s active operation. An active agent still needs channel and provider configuration.

Create an agent #

1. Choose New agent.
2. Select a Role from the available industry groups.
3. Read its summary, handled requests, and starting action/rule information.
4. Choose Create agent.
5. Open the new card to review its settings and rules.
6. Use Cancel if you do not want to finish creating a role.

The server restricts creation and configuration to owners and admins, even if your page shows an available-looking button.

Manage existing roles #

1. Select the intended card.
2. Follow Agent teamsAgent settings to update the opening line, channels, voice, or activation.
3. Use Workflows to compare action readiness across roles.
4. Check the associated conversations before making a broad change.

Link complementary roles under Agent teams to share one caller-facing coordinator. See the team walkthrough for one-number, organization-default, and all-number setup.