Agent Configuration

🔧 Dynamic Variables

Pass custom info to make each conversation personal:

Variables can include:

• Client name 👤
• Case details 📋
• Appointment info 📅
• Any custom data you want

Use the format in your prompts.

📜 Agent Versions

Keep track of changes to your AI setup:

• Draft Version — Your work in progress 📝
• Published Version — The live version everyone uses ✅
• Version History — All your past setups 🕰️

🚀 Publishing Changes

1. Make your changes
2. Review everything
3. Click Publish to make it live
4. The old version is saved in history

📋 Form-Based Agents

Create AI agents that collect info based on a form:

1. Make a form with the fields you want to collect
2. Link the form to your AI agent
3. The AI will know to collect that info during the call

The instructions are built from your form questions automatically! 🪄

📣 Campaign Agents

Special AI agents made for outbound campaigns:

• Connected to specific campaigns 🔗
• Can collect form data
• Track how well they do across many calls 📊
• Can regenerate their instructions

🌟 Best Practices

• Test your AI — Make test calls to make sure the AI responds the right way 🧪
• Review calls regularly — Listen to calls to find ways to improve 👂
• Update prompts — Improve your instructions based on real call results ✍️
• Set up transfers — Make sure important calls can reach a real person 🔀
• Use good timing — Set reasonable limits on how long calls last ⏱️
• Configure voicemail — Leave professional messages when clients don't answer 📭
• Boost keywords — Add special words from your industry so the AI hears them better 🔤
• Monitor sentiment — Keep an eye on how happy clients are through call analytics 😊