Folder Management System
Sidebar Navigation- All Agents - View complete agent inventory across all folders
- Custom Folders - Organize agents by project, client, or purpose
- + Add - Create new folders with custom names
- Folder Actions - Edit and delete folders via context menu
- Click + Add to open folder creation dialog
- Enter folder name in text field
- Click Save to create new organizational folder
- Manage folder contents by moving agents between folders
Agent Management
- + Add Agent - Create new AI agents
- Search - Find agents by name or ID
- Show Entries - Display 10, 25, 50, or 100 agents per page
- Pagination - Navigate through large agent lists
| Column | Description |
|---|---|
| # | Sequential agent number |
| Name | Agent identifier (e.g., n60hIfrJ8r, 2tZ4kVkV5F) |
| Renewal At | Renewal date behavior: Date displayed: System will automatically renew for the next month and charge your account Empty/Not displayed: Free usage within your package limits |
| Status | Active/inactive toggle switches |
| Created At | Agent creation timestamps |
| Action | Management options menu |
AI Number Management
Number Assignment Interface
The phone number management system provides comprehensive control over available and assigned phone numbers for AI agents, enabling seamless communication channel management.
Available Numbers Section
Left Panel - Available Numbers- Number Display - Shows available phone numbers (e.g., 205-203-2134, 205-204-2415)
- Status Indicators - “Green” status indicates numbers have spam protection
- Action Buttons:
- Outbound - Assign number for making outgoing calls from AI agents
- Inbound - Assign number for receiving incoming calls to AI agents
Assigned Numbers Section
Right Panel - Assigned Numbers- Number Tracking - Displays currently assigned phone numbers
- Type Classification - Shows number purpose (Outbound/Inbound designation)
- Status Monitoring - Real-time status updates for assigned numbers
- Management Actions:
- Status - “Green” indicators for spam protected numbers
- Unassign - Red button to remove number assignments and return to available panel
Assignment Workflow
- Select Available Number - Choose from left panel available numbers
- Configure Type - Click “Outbound” or “Inbound” based on intended use
- Automatic Assignment - Number moves to assigned panel upon configuration
- Status Updates - Real-time reflection of assignment changes
- Unassign Process - Use “Unassign” button to return numbers to available panel
Agent Actions Menu
- Edit - Agent configuration and settings
- Test Call - Real-time agent performance testing
- AI Widget Configure - Customize agent interface widgets
- Endpoints - Manage API endpoints and integrations
- Duplicate - Clone existing agent configurations
- Delete - Remove agents (confirmation required)
Agent Status Management
Status Controls- Real-time Updates - Status changes reflect immediately
