Agent Building Features

Change agent details

You can change your agent's details at any point by clicking on the three dots on the top left. This includes:-
Agent Details - Displays your agent name, agent type, agent ID, chosen language, region, time zone, voice, volume and integration details. This also includes the the option to share your recordings to make them public.
Phone Settings - Access settings to change or remove your agent's phone number.
Versions - This button can be used to access your past version history. More on versions and publishing here.
Duplicate - Use this feature if you want to duplicate your agent.
Export Agent - This feature allows you to export and import an agent to a different account.
Delete - Option to delete your agent.

Canvas Toolbar

With this tool you can organize the agent and it help will you find your way around the canvas.
From left to right -
  • Home - Go to the "START" node
  • Zen Mode - Removes the left and right tab with the building blocks from the screen and centralizes on the canvas
  • Zoom to fit - Zoom out to view the entire agent
  • Zoom in and out - focus on certain parts of the agent or look at the big picture
  • Search bar - Type in the name of your node, a specific parameter or user expression, and have the agent guide you to the right place.

You can open the search bar by clicking on the top left magnifying glass icon. Search for a node, parameter, contact, location, intent, and more with a single click.

Missing features color codes

If there is a problem with a node, it will be indicated in either yellow or red.
Yellow - More information needs to be entered, nodes are not connected
Red - Invalid data (missing parameter, validation error on the form itself), connected in an illogical manner e.g. Speak node after End Call node. This can also happen for example when you delete a parameter that's being used in the flow.

Move & duplicate multiple nodes

You can move multiple nodes by clicking and holding Shift and marking the cluster of nodes you want to move around the canvas. The selected nodes will appear green. Click anywhere on the cluster of nodes to move them.
For Windows users hold Crtl + Shirt whilst you select your nodes.
If you choose to duplicate multiple nodes, again click Shift, hold and mark the desired nodes. Then, click Command C, Command V for Mac, and Ctrl C, Ctrl V for Windows.

Jump to node

When doing a right-click on the exit point of a node, you have the ability to either jump to or connect to another node.
Jump to - Go to the following node in the flow that this node is connected to. Very helpful in large agents where nodes might not be in close proximity to one another.
Connect to - Using the node name in your search, you can now connect to another node without dragging the arrow. Simply select the node you'd like to connect to and the agent will connect them for you.

Label your nodes

You can rename your nodes to understand the topic of each node from a quick glance.
Click on a node and change the name of the node by selecting it and adding your name of choice.

Duplicating an agent

To duplicate an agent in your account, go to the main page, and click on the three little dots on the right at the end of the row of the agent. Select "Duplicate".
A new drawer will pop up to adjust the details of your agent copy. Once done, a duplicate of the original agent with your adjustments is going to be created at the top of the page.

Export and Import Agents

Export and import virtual assistants from one account to another. On the main agent page, click on the three little dots right next to the agent you would like to export in the agent list. Once downloaded, you can click on "Import agent" to import the file. Simply add a phone number and you are good to go!
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On this page
Change agent details
Canvas Toolbar
Canvas search bar
Missing features color codes
Move & duplicate multiple nodes
Jump to node
Label your nodes
Duplicating an agent
Export and Import Agents