The agent builder is the editor you use to configure everything about how your AI voice agent sounds, behaves, and learns. This article walks through every tab — what each one does and when to use it.
How the builder is organised
Every agent has its own editor, which you open by going to Agents → Edit next to any agent. The editor is split into tabs along the top. On mobile, these scroll horizontally.
Agent Details
The starting point for any agent. This tab sets the agent's public identity — how it introduces itself on every call.
- Agent name — the name spoken on calls. E.g. "Jordan", "Aria", "Sam".
- Business name — how your agent refers to the company it represents.
- Opening greeting — the exact first sentence. Keep it under 20 words — callers tune out long intros.
- Language — the agent's spoken language. English is the default.
Training Material
This tab is where your agent learns about your business. It has three input methods: website URLs, documents, and FAQs. After adding or editing any material, click Sync to Voice Agent to push changes live. See Training with FAQs for a full guide to this tab.
Agent Setup
The most important tab. This is where you write the system prompt — the master instructions that define how your agent thinks and responds on every call. Also contains voice selection and call behaviour settings. See Writing your system prompt and Call behaviour settings.
Telephone
Assign a phone number to this agent. Every inbound call to the assigned number routes to this agent. If your plan allows multiple agents, each agent needs its own number. Go to Phone Numbers to provision a number first.
Integrations
Connect your agent to external services:
The Integrations tab also shows a Business Booking Configuration section — set your working hours, booking lead time, and appointment duration. These values are injected into the system prompt automatically when you sync.
Test Mode
Have a live browser-based voice call with your agent — no phone needed. Click Start Voice Call and talk to your agent exactly as a caller would. Every test call appears in your dashboard. See Testing your agent for a full guide.
Widget Setup
Configure the embeddable voice widget for your website. Set title, subtitle, welcome message, button label, colours, and logo. The widget lets website visitors start a voice call directly from your site. The Install sub-tab gives you the embed code to paste into your website's HTML.
Widget Demo
Preview your widget against a background image before installing it live. Upload a screenshot of your website or choose from preset backgrounds (Modern office, Café, Gym, Healthcare, etc.) to see exactly how the widget will look in context.
Analytics
Per-agent call metrics: total calls, unique callers, total minutes, average call duration, leads captured, bookings requested and confirmed, resolved and unresolved. Use Export all to CSV to download raw data for reporting.
Leads
Every call where your agent captured the caller's name and contact details. Shows urgency level (high/medium/low), call timestamp, and whether the lead triggered a WhatsApp alert. Configure your alert preferences and owner WhatsApp number here. See WhatsApp notifications.