Assistant Details
Check the name, greeting, language, voice, and Instructions. Make the job and safe fallback explicit.
Build agents
Open your agent in the dashboard and review its six builder areas. Keep it in Draft while you configure and test.
Start in Assistant Details. Review the generated draft before relying on it.
Check the name, greeting, language, voice, and Instructions. Make the job and safe fallback explicit.
Give input placeholders safe defaults. Define outputs that describe facts confirmed by the caller, including corrections.
Review speaking, listening, silence, transfer, ending, and post-call reporting. Change one control at a time when testing.
A generated instruction does not create a working integration or supply trusted facts.
Select a working calendar, sheet, or custom action only when the agent needs it. Remove promises to perform unconnected actions.
Attach the approved PDF or website, wait for indexing, and check that it belongs to this agent.
Use completed phone calls to review the transcript, outcome, captured details, and recording when available.
Confirm the saved configuration before adding traffic.
Save your changes and reopen the edited area to confirm they are retained.
Check for unresolved placeholders, unsupported promises, conflicting instructions, and missing human handoffs.
Finish choosing a voice, adding knowledge, connecting required tools, and testing before switching to Live.