Memory and state
What the agent remembers, how identity resolves across channels, and how facts carry provenance.
Routing and sub-agents
A turn is not handled by one large prompt. The agent first works out what the customer wants, then hands the turn to a specialist:
Each sub-agent has a narrower prompt and a smaller tool set than a single general agent would. This
is why behaviour is easier to constrain: the booking specialist cannot answer a clinical question,
and the knowledge specialist cannot invent an appointment.
Common, unambiguous intents resolve without a model call at all, which is most of the latency saving
on voice.
Tools
Tools are the only way the agent touches anything real.
The agent cannot state a booking exists without the booking tool having succeeded. This is enforced,
not just prompted. See Guardrails.
Controlling the tool surface
Under Settings, then Tools you choose which tools the agent may use. Turning off CRM write, for example, makes the agent read your CRM without ever creating records in it. Tools are also scoped per channel where a channel cannot support them. See Channels overview.What you configure
Persona
Name, tone, signature phrases, and how formal it should be, in English and Arabic.
Hours
Working hours, holidays and timezone. The agent answers differently outside hours.
Call goals
What a successful conversation looks like, which is what qualification works towards.
Handoff rules
What must always reach a human. See Routing and escalation.
Macros
Canned responses your team can use in the inbox.
Guardrails
Forbidden phrases and how strictly answers are graded.
Agent releases
Configuration changes can be captured as an immutable snapshot and promoted through stages rather than edited live. A snapshot records the persona, prompts, rules and tool set as they were at that moment, so you can compare two versions, promote one, and roll back to the previous one if a change made things worse.Experiments
You can run two prompt variants against real traffic on a split and compare their quality scores, rather than changing a prompt and hoping. Results appear in Quality.What the agent will not do
- Answer from general world knowledge when your knowledge base has nothing. It says it does not know and offers to get a person.
- Promise an appointment without checking availability.
- Quote a price that is not in your catalog or a tool result.
- Use a phrase on your forbidden list.
Related
Knowledge
What the agent answers from.
Customer memory
What it remembers between conversations.
Booking
How appointments are made.
Explainability
Why it said what it said.
