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Overview

A voice agent holds spoken conversations, handles objections, answers questions from a knowledge base, and books meetings. People can talk to it through a WebRTC browser call without a phone number, or through a phone call when a number is configured. Each agent has:
  • A persona, name, greeting, and personality instructions
  • A system prompt, defines the agent’s goal, talking points, and guardrails
  • Assigned knowledge bases, documents the agent can search in real time
  • Assigned tools, actions the agent can take (book a meeting, end the call, transfer to human, etc.)
  • An optional connected phone number for phone calls

Creating a voice agent

The agent is created in inactive state. Assign knowledge bases and tools before deploying it in a campaign.

Updating an agent

Changes take effect immediately for the next call. Any in-progress call uses the prompt from when it was initiated.

Listing agents

Returns all agents in your workspace with their status, assigned KBs, and assigned tools.

Getting a single agent

Returns full agent detail including:
  • knowledge_bases, list of assigned KBs with source counts and status
  • tools, list of assigned tools with configuration
  • connected_phone_number, the number this agent dials from
  • call_count, total calls placed
  • avg_duration_seconds, average call length

Agent setup flow

Equipping an agent end-to-end

The typical setup flow for a new agent:

Knowledge base assignment

See Knowledge Bases guide for full details on building and assigning KBs.

Tool assignment

See Tools guide for the full tool catalog and configuration options.

Deleting an agent

Deletes the agent configuration. Does not affect historical call logs or campaign data. If the agent is assigned to an active campaign, the campaign must be stopped first.

Webhook events from voice agents

Subscribe to these via Webhooks to build downstream workflows (CRM updates, Slack notifications, follow-up sequences, etc.).