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Create Your Agent

Go to Agents in the sidebar and click New Agent.
Create Agent
The builder opens on a blank canvas where you can freely stretch, move, and connect nodes to design your flow. You can also let the AI build the agent for you — just describe what you need and it sets up the structure automatically.

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Agent Builder

Fill in the three fields below and your agent is ready on the canvas.
Agent Builder
Type Choose how this agent will be used:
  • Outbound — Agent makes calls to your customers
  • Inbound — Agent receives and handles incoming calls
Use Case / Goal Describe what this agent should do. Example: EMI Reminder Bot, Clinic Receptionist, Lead Qualifier — qualify new property inquiries and book site visits. Prompt This is the core of your agent — write clearly how it should talk and what it should do in different situations. The more specific you are, the better the agent performs. Example:
Once you submit, the AI builds the full agent with nodes, pathways, and conversation structure ready on the canvas.

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Editing Your Agent

Click on any node on the canvas to open its settings and make changes.
Edit Agent
You can add new nodes to the canvas, edit any node by clicking on it, connect nodes by dragging between them, and delete nodes or connections you no longer need. You can also download your agent configuration as a file to save a backup, or upload a previously saved config to restore or reuse an existing setup.

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Tips

  • The more detailed and specific your prompt, the more accurately the agent handles real conversations
  • Always test with different scenarios — not just when everything goes smoothly
  • Use variable extraction inside nodes to capture important information during the call, like names, amounts, or dates
  • Break long conversations into multiple focused nodes rather than putting everything in one prompt