Agent types by channel
The Create Assistant dialog has four tabs: Outbound, Inbound, Webcall and WhatsApp. The tab decides which templates you see and what the agent can connect to. Outbound-Inbound is not a tab: it is an outbound agent with Inbound Calling set to Enabled.
You can switch Inbound Calling on later too: it is under Advanced Settings in the editor of any outbound agent. An outbound-inbound agent’s editor then shows Outbound and Inbound tabs, so each direction gets its own prompt.
The widget is not limited to webcall agents. Embed & Widgets is on every agent except WhatsApp agents, so a voice agent can also take browser calls.
Agent types by build style
Every agent is either single-prompt or multi-prompt. The dashboard calls the second kind Multi Prompt; the agent list filters it as Multi-node.
Start single-prompt. It is faster to write and easier to change, because a fix is one edit in one prompt. Move to multi-prompt when the model keeps skipping or reordering steps that must happen in order, or when a step needs keypad input or an API result before the call can continue.
Build each type
Whatever the type, the order is the same: create the agent, test it, then connect its channel. Before a phone agent goes live, run through the go-live checklist.
What an agent is made of
These are the sections of the single-prompt editor sidebar. A multi-prompt agent keeps the agent-wide ones in Global Settings and the rest on its nodes.
The outbound caller ID is not stored on the agent. You pick it each time you place a call or start a campaign.
The Agents page
The page lists every agent in the workspace, with Create agent at the top right.- Channels: filters the list to All, Voice, WhatsApp, Browser (webcall agents) or Multi-node (multi-prompt agents).
- Search by name or ID matches any part of a name, ignoring case; an ID has to match in full.
- Agents are grouped as Favourites, then Edited last week (changed in the last 7 days), then Older, newest first within each group. Empty groups are not shown.
- The star on a row pins the agent under Favourites. Favourites live in your browser, so teammates and your other devices don’t see them.
- Each row shows its channel and direction (Voice • Outbound, Voice • Inbound, Voice • Outbound-Inbound, Browser, WhatsApp or Multi-node) and Activity, the agent’s call count since it was created (”—” when there is none). It counts phone and web calls, not WhatsApp chats, and can lag by a few minutes. An agent with its own call limit shows it as a chip such as
5 calls/1hr; agents on the workspace limit show no chip.
Find the agent ID
API calls, campaigns and webhooks identify an agent by itsagent_id. Find it in any of these places:
- The copy button next to the agent name in the editor’s top bar.
- The editor URL:
/assistants/<agent_id>. - The agent list search (Search by name or ID), which matches a full ID exactly.
X-API-KEY header (authentication).
limit and offset; without limit, it returns every agent. To read one agent, use Get Agent.
Next steps
Create an agent
Outbound, inbound or webcall, from a template or from scratch.
Build a multi-prompt agent
Lay out a step-by-step flow on the canvas.
Create a WhatsApp agent
Connect WhatsApp Business, then build the agent.