Configure your agent

Key benefits

• Guide your agent through complex conversation scenarios
• Ensure consistent handling of specific topics
• Create a logical flow for multi-step processes
• Provide detailed instructions for specialized tasks

Section management

Manage different stages of the conversation by creating, reordering, or removing instruction sections.

• Add sections: Create new instruction blocks for different conversation stages
• Reorder sections: Drag and drop to change the sequence of instructions
• Remove sections: Delete unnecessary instruction blocks

Section configuration

Customize the content and behavior of each section in the conversational flow.

• Section title: A descriptive name for this conversation stage
• Instructions: Detailed guidance for how the agent should handle this part of the conversation

Welcome message

You can add or edit the welcome message from the conversation flow section. The welcome message is currently static.

Plan your conversation structure

Before adding sections, outline the key stages of your ideal conversation, such as Introduction, Information gathering, Problem solving, and Conclusion.

Create sections for each stage

Add a section for each conversation stage with clear, descriptive titles and detailed instructions for the agent.

Provide detailed instructions

In each section, include what information to collect, how to respond to specific questions, when to move to the next stage, and any actions to take (e.g., scheduling or data collection).

Test and refine

After setting up your flow, test conversations to ensure the agent follows instructions. Refine sections based on user interactions and add new ones as needed.