Edit what Your agent says
Everything Your agent says lives in the Agent editor. You change it in plain words; there is no code.
Step by step
- Open AI Agents and press Edit on the agent's card. You land on the Basics tab.
- 1 · Who is calling: change the Agent name, Your business name or the Voice. Press Play sample to hear a voice before you pick it.
- 2 · How Alex opens the call: the first line, such as “Hi, this is Alex calling from Acme Solar. I'm their virtual AI assistant.”, is always said first and is locked. Type what the agent says next in Then Alex says.
- 3 · What Alex should find out: keep 3 to 5 short questions. Press + Add a question for a new one. The answers appear on every call and in your CRM.
- 4 · When the lead is a good fit: choose Book on my calendar, Transfer to me live or Just send me the answers.
- 5 · What Alex should know: add prices, your service area and common questions. For more room, use the Knowledge tab.
- Press Hear Alex on your phone to test the change, then press Publish changes.
Pause, copy or delete an agent
On the agent's card in AI Agents, open the … menu:
- Pause stops new calls. Choose Go live again to restart.
- Duplicate makes a copy you can change.
- Delete… asks you to type DELETE. Past calls, recordings and leads are kept, and your number stays yours.
Advanced (for power users)
At the bottom of the editor, Advanced (for power users) lets you write your own script. The AI notice is still always said first.