🤖 User Guide
The AI Agents page is where you view all of your company’s voice AI agents, organize them, and open the tools needed to manage each one. The left side shows Folders; the right side shows the All Agents list.
📁 Left panel: Folders
📋 “All Agents” When it is selected, you see every agent (no folder filter). 📂 Your own folders- Each folder has a name you chose.
- Using the grip icon, you can drag a folder up or down to change order only (which folder appears higher in the list).
- The three dots next to a folder open Edit or Delete.
- + Add opens a small window: enter a Folder Name and choose Save to create a new folder.
🖥️ Right panel: “All Agents” — top buttons
- Use this to bring an agent back into the system using a file you previously exported (or a compatible backup file).
- After you pick a file, you may see a short preview such as the agent name and voice identifier when available.
- Choosing Import Agent starts the import; on success, the list refreshes.
- If the file is invalid or incomplete, you will see an error message.
- If both agent types are available, a window asks roughly how many calls per day the agent will handle.
- Under 100 calls per day is described as higher voice quality and lower delay; Get Started takes you to the setup path that matches that choice.
- 100 or more calls per day is described for higher volume; Get Started opens the other matching setup path.
- If your plan only allows one agent type, Add Agent goes straight to the correct “create agent” screen without that two-card window.
📊 The Agents table
🔢 # (Number) The row number on the current page. Numbers change when you move to another page. 🏷️ Name- The agent’s name (very long names may be shortened on screen).
- Clicking the name opens that agent’s full editing screen (the right screen depends on the agent type).
- The Numbers button opens the phone numbers window .
- Agent ID is the unique identifier the system uses for that agent everywhere.
- A switch for on or off.
- On means the agent is treated as active.
- Off means inactive.
- When you change it, you may briefly see a “please wait” style message, then success or failure.
⋮ Three-dot menu
The exact wording or destination can differ slightly by agent type, but in general:| Option | What it does |
|---|---|
| Edit | Opens the full settings screen for that agent. |
| Endpoints | Shows the address, method, and fields used to start calls from outside systems, in a dedicated view . |
| Test Call | Opens a small window: enter a phone number to try a test call. |
| AI Widget Configure | Opens the screen for the website call widget tied to that agent. |
| Add Folder / Change Folder | Puts the agent in a folder or moves it; you can also choose no folder. |
| Duplicate | Creates a new copy based on that agent. Your company’s agent limits and extra charges may apply. |
| Export | Saves the agent’s setup and related details into a file for backup or for importing elsewhere. |
| Delete | Permanently removes the agent after you confirm. Extra permission may be required. |
☎️ Numbers window (Manage Numbers)
When you click Numbers:- The title shows that agent’s name.
- Left — Available numbers: Numbers that are not yet tied to this agent (where the system allows assignment). Each row shows the number, a status (such as clean or flagged), and Outbound / Inbound actions when applicable.
- Right — Assigned numbers: Numbers already linked to this agent, with type (inbound/outbound), status, and Unassign to remove a link.
