Editing an Agent
Learn how to edit your agent's voice, settings, prompt, etc.
Scroll through the steps below to edit an agent.
Not a visual learner? No worries! Walk through the step-by-step instructions below.
1. Open Your Agent
- Navigate to My Agents.
- Locate the agent you want to modify.
- Click the three-dot menu and select Edit.
2. Make Your Changes
- Update any agent settings as needed.
- Navigate through the available categories:
- Agent Profile
- Configuration
- Actions
- Tools
- Knowledge
- Modify prompts, voice settings, personality traits, actions, integrations, knowledge assets, or any other agent configuration.
3. Save Your Updates
- Once all changes have been made, click Save Changes.
Quick Overview
My Agents → Select Agent → Edit → Update Settings → Save Changes
Common Reasons to Edit an Agent
- Update prompts or messaging
- Change the agent's voice or language
- Adjust personality settings
- Modify meeting booking or live transfer actions
- Add or update knowledge assets
- Update integrations or webhooks
Editing an agent allows you to quickly refine its behavior and keep it aligned with your latest business goals, processes, and messaging.