Build
Create and publish agents
Understand drafts, agent types, editor settings and deployment.
Choose the right agent
Single prompt puts the conversation instructions in one system prompt. Start here for a receptionist, support assistant or straightforward lead qualification.
Conversation flow divides a conversation into connected nodes. Use it when a task needs explicit branches or a consistent sequence.
Chat agent handles text conversations. Text uses the agent's configured tools and instructions; it does not validate voice quality, phone routing or human transfers.
Editor checklist
- Open Agents and select your agent.
- Edit its name and Description so your team can identify its purpose.
- Review the prompt and welcome message.
- Choose Voice & language and the voice model for voice agents.
- Review Functions, Knowledge base, Call settings, Post-call extraction, Privacy & recordings and Webhooks & MCP as required.
- Save, test and inspect the results before publishing.
Save persists the current draft. Publish saves a configuration snapshot and increments the agent version. The version dialog shows whether a version has been published. Do not assume an unsaved editor change is part of a test or live deployment.
Organize and reuse
Use search, channel filters and folders in Agents to find an agent. The row menu offers actions including duplicate and move to folder. A duplicate starts as a draft. JSON import expects a Verbatik agent export; it does not translate a different platform's schema or copy its credentials.
Publishing alone does not route calls. Assign the published agent to the intended phone number or widget, then perform an end-to-end test of that deployment.