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Your agent talks with leads on calls and, when Chat is enabled, by text.

One agent, one set of instructions

Your agent’s Brain contains both Instructions and Workflows. Instructions define who it is and guide the conversation. Workflows give it actions with clear rules and limits. The same agent uses both on calls and in Chat. Hint: Think of an exoskeleton like Iron Man’s suit: it supports the wearer and gives them extra abilities. Workflows do that for your agent, with clear rules and limits. Instructions guide the conversation. Workflows provide the agent’s exoskeleton for action. Both are parts of the agent’s Brain. For example, a lead says, “I’d like to book an appointment.” The agent understands the request and uses the booking workflow to check available times and book the lead’s chosen slot. The agent then confirms the result.

Choose what to change

Create and test

Use Build with AI to create or refine by talking, or Configure myself to edit directly. Both update the same agent. Provide who you help, what result they want and how you deliver it, or fill in a starter yourself. A successful generated agent costs $0.50. Clarification questions, starter agents and manual instruction saves are free. Voice minutes are billed separately. Later AI edits and Sync workflows may have usage charges. After a change, wait for saving and setup, then test the conversation and its actions before Go live.