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Build agents

Configure the builder

Open your agent in the dashboard and review its six builder areas. Keep it in Draft while you configure and test.

4 minute read Dashboard guide
01

Set the agent’s identity and behavior

Start in Assistant Details. Review the generated draft before relying on it.

01

Assistant Details

Check the name, greeting, language, voice, and Instructions. Make the job and safe fallback explicit.

02

Variables

Give input placeholders safe defaults. Define outputs that describe facts confirmed by the caller, including corrections.

03

Call Settings

Review speaking, listening, silence, transfer, ending, and post-call reporting. Change one control at a time when testing.

02

Connect only what the job requires

A generated instruction does not create a working integration or supply trusted facts.

01

Integrations

Select a working calendar, sheet, or custom action only when the agent needs it. Remove promises to perform unconnected actions.

02

Knowledge Base

Attach the approved PDF or website, wait for indexing, and check that it belongs to this agent.

03

Recent Calls

Use completed phone calls to review the transcript, outcome, captured details, and recording when available.

03

Save and check the baseline

Confirm the saved configuration before adding traffic.

01

Save

Save your changes and reopen the edited area to confirm they are retained.

02

Read through

Check for unresolved placeholders, unsupported promises, conflicting instructions, and missing human handoffs.

03

Keep Draft

Finish choosing a voice, adding knowledge, connecting required tools, and testing before switching to Live.