agents.create; viewing requires agents.read.
Create your agent
- Open Agents and choose New agent, or press
Shift+N. - Select Voice agent when the type picker appears. Organizations without text agents skip this step.
- Choose Start from scratch or search templates by name and category.
- For a template, review its purpose, prompt, language, category, and voice preview before selecting Create agent.
N/A. Both flows automatically publish version 1. Configure and publish usable instructions before assigning real traffic.
Initial maximum duration is 30 minutes, reduced to your plan’s cap where necessary: Free 3, Starter 7, Pro 30, Growth 60, Enterprise 60 minutes.
Use the editor
Most changes autosave to a draft. Calls keep using the published version until you select Publish. Some settings apply immediately, including the internal name, knowledge connections, calendars, board, tags, and evaluation assignments. Review the version guide before changing an active agent.
Manage the list
Search matches the internal name. Sort by creation or update date and choose cards or table view. The list shows up to 50 agents per page. Cards provide Test and, with edit permission, Edit. Voice agents do not have a duplicate action; create another agent and copy the prompt and settings you need. Delete an agent from Advanced → Danger zone withagents.delete. Confirmation permanently removes its draft and versions. Agent counts are limited by your plan; deleting an unused agent releases a slot.
Frequently asked questions
Why is the Text tab missing?
Why is the Text tab missing?
The organization may not have text agents enabled. The list then shows voice agents only.
Is a new agent ready for customers?
Is a new agent ready for customers?
It has a published version, but a blank agent has no instructions. Configure, publish, and test before assigning traffic.
Can I rename it later?
Can I rename it later?
Yes. The internal name saves immediately. The in-call name belongs to the draft.
Why can’t I edit?
Why can’t I edit?
Check the active organization and the agents.update permission.
