Capabilities

Everything in One Place

The Agent Dashboard is your command center for building and managing AI-powered voice and chat agents.

Create Agents

Build voice, chat, or hybrid agents using visual workflows or simple prompts

Import & Export

Import JSON workflows, export for backup, or share templates with your team

Search & Filter

Find agents instantly by name, type, or date — sort any column with one click

Quick Actions

Edit, duplicate, copy ID, or delete — all from a quick-access menu

Agent Types

Build Any Type of Agent

Choose the right agent type for your use case — voice calls, text chat, or both.

Call Agent

Voice-only agents that handle inbound and outbound phone calls. Perfect for customer support hotlines, appointment scheduling, and lead qualification.

Real-time voice conversations
Connect to phone numbers
Call transfer to humans

Chat Agent

Text-based agents for websites, apps, and messaging platforms. Ideal for 24/7 support, FAQ automation, and lead capture forms.

Embed on any website
Rich media support
Instant responses

Most Flexible

Voice + Chat

Hybrid agents that handle both voice calls and text chat with the same knowledge base. One agent, multiple channels.

Unified experience
Single knowledge base
Omnichannel support

Build Methods

Two Ways to Build

Choose the approach that fits your needs — visual control or quick setup.

Flow

Conversation Flow

Visual node-based builder for complex, multi-step conversations. Drag and drop nodes, connect paths, and control every step.

Visual canvas with drag-and-drop
Unlimited branching logic
Full control over every step
Best for complex processes

Learn More

Single

Single Prompt

Write one system prompt and let AI handle the conversation flow. Quick to set up, natural conversations.

Simple text editor
AI-driven flow
Setup in minutes
Best for FAQ and support

Learn More

Dashboard

How the Dashboard Works

Get familiar with the agent management interface.

The Agent Table

All your agents are displayed in a sortable, searchable table. Each row shows the agent name, type, workflow badge, connected phone number, and creation date.

Click any column header to sort
Search by agent name or type
Flow or Single badge shows workflow type
Click any row to open the editor

Create a New Agent

Click "Create an Agent" to open the creation modal. Choose your agent type, workflow method, and optionally start from a template.

Select agent type: Call, Chat, or Both
Choose Conversation Flow or Single Prompt
Start blank or use a pre-built template
Auto-navigates to the editor after creation

Quick Actions Menu

Click the three-dot menu on any agent row to access quick actions without opening the full editor.

Edit: Open the workflow editor
Duplicate: Create an instant copy
Copy ID: Get the agent UUID for API use
Delete: Remove with confirmation

Portability

Import & Export Workflows

Move workflows between accounts, create backups, or share templates with your team.

Import Workflow

Upload a JSON file to create a new agent. The system validates the structure before importing.

Supports .json workflow files
Validates canvas_data structure
Auto-opens editor after import
Preserves all settings and nodes

Export Workflow

Download any agent as a JSON file for backup, sharing, or migration to another account.

Full workflow export
Includes global settings
Share with team members
Version control friendly

Examples

How Teams Use the Dashboard

Real-world scenarios where the agent dashboard shines.

Multiple Business Lines

Create separate agents for sales, support, and scheduling — manage them all from one view.

A/B Testing

Duplicate an agent, tweak the prompt or flow, and compare performance between versions.

Backup & Recovery

Export workflows regularly to create backups. Restore instantly by importing the JSON file.

Team Collaboration

Share workflow templates across your team. One person builds, everyone benefits.

Staging & Production

Keep development agents separate from live ones. Test changes before deploying.

Quick Onboarding

Import pre-built templates to get started fast. Customize from a working baseline.

FAQ

Frequently Asked Questions

Click the "Create an Agent" button in the top right. Choose your agent type (Call, Chat, or Voice + Chat), select your workflow method (Conversation Flow or Single Prompt), and optionally pick a template. You'll be taken directly to the editor to start building.

Flow means the agent uses Conversation Flow — a visual node-based builder with full control over every step. Single means it uses Single Prompt — a simple text prompt where AI handles the conversation flow naturally. Both can power the same agent types.

Yes! Click the three-dot menu on any agent row and select "Duplicate." This creates an instant copy with "(copy)" added to the name. All workflow data, settings, and configurations are preserved. Great for A/B testing or creating variations.

Open your agent in the editor, then go to the Phone Numbers section to purchase or connect a number. Once connected, the number will appear in the dashboard table next to that agent. Agents without a connected number show "Not Published."

Deleting an agent permanently removes all workflow data, settings, and call history. This action cannot be undone. You'll see a confirmation dialog with a warning before the deletion proceeds. We recommend exporting important workflows before deleting.

Your AI Agent Dashboard