Create and manage agents
The Agents page, what each column means, and how to create, search, duplicate, edit and delete agents.
What you will achieve
You will know where every agent lives and how to find, copy and remove them.
The Agents page
Voice agents in the sidebar lists every agent in your workspace. The four cards at the top show Total agents, Active agents, Total calls and Total spent.
Under them, the tabs All agents, Active and Inactive filter the list, and Search agents… finds one by name.
| Column | Meaning |
|---|---|
| Agent | The name, with its description underneath. |
| Status | Active means published and answering calls. Inactive means not published. |
| Direction | Inbound, Outbound or Inbound / Outbound. |
| Language | The language it speaks with callers. |
| Calls | How many calls it has handled, including tests. |
| Total minutes | Talk time across those calls. |
The agent's page
Click an agent to open its page. The tabs are:
- Assistant: instructions, opening line, language, business details, and the Model, Voice and Hearing cards.
- Tools: built-in features, your tools and webhook.
- Knowledge: the knowledge bases the agent searches.
- Logs: four views, Call logs (every call this agent has taken, filtered by All, Test, Inbound, Outbound and Website), Tool logs, Webhook logs and Knowledge logs.
- Website: the Voice Widget and Website Form cards. See Website voice widget and Website callback form.
- Advanced: Direction, When the caller goes quiet and Delete agent.
Create an agent
Choose Create Agent, or Template to start from a ready-made agent. The steps are in Create your first agent and Agent templates.
Actions on a row
Open the actions menu on a row for:
- Edit agent opens the agent's page (clicking the name does the same).
- Duplicate makes a copy you can change. Use it to try a different prompt without losing the working one.
- Delete removes the agent. This also removes its calls and transcripts, so the dashboard asks you to confirm.
Limits
The Free plan allows one agent. Essential allows 1, Growth 3, Professional 10, and Enterprise has no cap. See Plans and billing.
Troubleshooting
- No Create Agent button or it is greyed out. Only owners and admins can create agents.
- An agent will not publish. The plan may not allow publishing. See Publish and test.
Related guides
Something here does not match what you see in the dashboard? Let us know.