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The Agent Editor is where you configure everything about your agent. Open it by clicking any agent from the AI Agents list. The top bar shows the agent name, cost and latency estimates, Test Agent (test right in the browser), and Share (create a demo link so others can try your agent). The actions menu includes Duplicate and Archive.

General

Set up the basics — agent name, timezone, language, AI model, voice, and background sounds. Learn more →

Prompt

Write the prompt that tells your agent how to behave — its role, rules, tone, and conversation flow. Learn more →

Knowledge

Connect knowledge bases so your agent can answer questions using your business content — FAQs, policies, product info, and more. Learn more →

Tools

Add actions your agent can take during a call — transfer to a person, book an appointment, call an API, or search the web. Learn more →

Call Flow

Control how calls start, flow, and end — greeting message, turn-taking speed, silence handling, and hang-up behavior. Learn more →

Analytics

Define what success looks like — set goals, add insight questions, and track results across conversations. Learn more →

Notifications

Set up automatic emails and follow-up tasks that trigger after calls based on outcomes you define. Learn more →

Privacy

Configure pre-call announcements, data retention, and call recording. This is also where you control whether calls are recorded, how long recordings are kept, and whether callers can opt out of recording. Learn more →

A Good First Version

You don’t need to configure everything before testing. A solid first version includes:
  • A clear agent name and voice
  • A prompt covering the main use case
  • One knowledge base if factual answers matter
  • Only the tools you actually need
  • One test cycle before you deploy

Next Steps

Create Your First Agent

Follow step-by-step agent creation

Prompt Guide

Discover tips for writing effective prompts

Examples

Explore worked examples: receptionist, booking, support, sales

Deploy

Connect to phone numbers, campaigns, or your website