Agents Overview
The Agents section displays all your voice agents in a split-panel layout:
| Panel | Content |
|---|
| Left Panel | Agent list with search and filters |
| Right Panel | Details and actions for selected agent |
Search and Filter Agents
Search by Name
Use the search field at the top of the left panel to filter agents by name.
Filter by Company
If you have access to multiple companies, filter agents by organization:
- Click the “All companies” dropdown
- Search or select the desired company
- The list shows only agents from that company
Use the Clear Filters button to reset all active filters.
View Agent Details
Click any agent to view its details in the right panel:
| Element | Description |
|---|
| Agent Name | The identifier you assigned |
| Agent ID | Unique identifier (click to copy) |
| Status Badges | Training, Pause, Demo, or active version |
| Advanced Badge | Indicates Advanced Editor is enabled |
| Phone Health | Phone number health indicator |
Recent Calls
The panel shows the last 200 calls with:
| Column | Description |
|---|
| ID | Call identifier |
| Date | When the call occurred |
| Duration | Call length |
| Status | Completed, failed, etc. |
| Destination | Called number |
Click View All to open the full calls page with more filtering options.
Edit an Agent
Advanced Editor Agents
If the agent has the “advanced” badge, click the Advanced Editor button to open it.
You can modify:
- Basic settings
- Greetings
- System prompt
- Knowledge Base
- Actions & Tools
- Output settings
Standard Agents
For agents without the “advanced” badge, editing options are limited to the basic configuration panel.
Duplicate an Agent
Clone functionality is only available for admin users and advanced agents.
- Select the agent in the list
- Click the Clone Agent button
- A copy is created with the name “[Original Name] (Copy)”
- Assign a phone number to the new agent
Use cases for duplicating:
- Create variants for A/B testing
- Adapt an existing agent for another department
- Maintain a backup version
Make Test Calls
Each agent has an Init Call button that reveals testing options:
Inbound Call (Testing)
The agent’s phone number is displayed:
Phone to test inbound call:
+1 555 123 4567 [Copy]
- Copy the number or click to call
- Call from your personal phone
- The agent responds according to its configuration
Outbound Call (Testing)
A form displays with configured fields:
To test:
- Fill in required fields
- Select voice (optional)
- Click Call Now
- You’ll receive the call at the specified number
Test calls consume minutes from your plan just like regular calls.
Version Selector (Advanced Agents)
For advanced agents, you can select which version to test:
Agent Version (optional):
- Production version (default)
- v.1 - Initial version (Production)
- v.2 - Greeting improvements
- v.3 - New conversation flow
Demo Agents
Agents marked as Demo appear in a separate collapsible section:
Demo agents are example templates you can use as reference.
Quick Actions
| Action | How to Do It |
|---|
| Copy ID | Click the copy icon next to the ID |
| Refresh calls | Refresh button in calls panel |
| View all calls | View All button to open calls page |
| Close panel | Click X or select another agent |
Next Steps
