Voice Agent Configuration

Voice agents are managed from the Voice Agents page in the sidebar. Each agent connects to an external voice AI provider and can be assigned to one or more campaigns.

Creating a Voice Agent

Click New Agent and configure:

Basic Settings

• Name — A descriptive name for the agent
• Description — Optional notes about the agent's purpose
• Provider — The voice AI provider (ElevenLabs, Vapi, Bland, or Retell)
• Agent ID — The provider's agent identifier (required — this links to the agent configured in the provider's platform)

Phone Configuration

• Phone Number — The phone number used for outbound calls and caller ID. Select from synced phone numbers or enter manually.
• Phone Number ID — The provider's phone number identifier (e.g., ElevenLabs SIP trunk ID). Required for providers that use phone number IDs for call routing.

Flags

• Test Agent — Mark as a test agent. Test agents are used when calling leads with the isTest flag.
• Active — Toggle the agent on/off. Inactive agents cannot be used for calls.

Agent Syncing

Voice agents reference agents configured in the provider's platform (e.g., ElevenLabs dashboard). The Last Synced timestamp shows when the agent configuration was last verified against the provider.

Test vs. Production

When a call is initiated, the system resolves which agent to use:

1. If the lead is a test lead (isTest: true):
   • Use the campaign's test voice agent
   • If no test agent is configured, fall back to the production agent
2. If the lead is a production lead:
   • Use the campaign's production voice agent

This allows you to test call flows with a different provider configuration without affecting production leads.

Deleting an Agent

Deleting a voice agent removes it from the system. Any campaigns referencing the agent will need to be reassigned. Active campaigns should have their agent reassigned before deletion.

Duplicating an Agent

Use the Duplicate action to create a copy of an existing agent. This is useful for creating test variants of production agents with different configurations.