Agent settings
Whichever type you build, an agent’s settings are grouped into the same panels. A chat agent shows fewer of them: Speech Settings, Call Setting and User Turns exist only where there is a phone line. A Single Prompt agent shows them down the right-hand side; a Conversation Flow keeps them under Global Settings; a squad keeps them under Squad Overrides, where they apply to every member at once.
Most agents need only a few of them. This page covers all of them, roughly in the order you would reach for them.
Tools
The actions the agent can take beyond talking — looking a customer up, booking a slot, writing a record back.
Tools are built once in Tools in the sidebar and then selected here, so the same tool can serve several agents. An agent with no tools can only answer from its prompt, and cannot reach its knowledge bases at all.
The model decides when to call a tool from the tool’s name and description, so both are functional text, not labels. Describe when the tool should be used, not just what it is.
See Tools for the five kinds of tool and how to build each one.
Predefined Functions
Two behaviours that would otherwise need a tool of your own.
Turn End Call on for almost every voice agent. Without it the agent waits for the caller to hang up, which leaves calls open and inflates their duration.
Advanced Settings
How the model generates text. The defaults are sensible; change these only with a reason.
For voice, keep temperature low. A phone conversation rewards predictability, and a caller cannot re-read a sentence that came out oddly.
Speech Settings
How the voice sounds. Voice agents only.
Several of these trade latency for quality, and on a phone call latency is the more expensive of the two. A pause before every reply is more noticeable to a caller than a slightly flatter voice.
Leave Speed at 1.0 unless callers are telling you the agent is hard to follow.
Call Setting
How the call itself behaves. Voice agents only.
Beginning
Timing
Set a Max duration message. A call that simply cuts off at the limit reads as a dropped line.
Background audio
An ambient sound that loops for the whole call — keyboard, people, office, or coffee shop — with an adjustable volume.
It makes a call sound less clinical, but it also sits underneath the caller’s own speech. Keep the volume low, and leave it off if callers are in noisy places themselves.
Voicemail detection
Detects when a voicemail system answers instead of a person, which matters for outbound calling. The agent can then hang up, or leave a message you have written.
Turn-taking
When the agent thinks a caller has started and finished speaking. These are the settings to reach for when an agent interrupts people, or leaves long silences.
Mute rules combine, so more than one can apply.
Muting during tool calls is the one most agents benefit from: it stops a caller’s “hello? are you there?” from being taken as a new instruction while a lookup is running.
User Turns
Detection of caller turns that are incomplete or unusually long, handled separately from the turn-taking rules above. Voice agents only. Turn it on when callers tend to think aloud mid-sentence and the agent answers too early.
Classification
The fields pulled out of every finished conversation, so calls can be searched and counted rather than only listened to.
Four fields are there by default:
Add Classification adds your own, an appointment type, a product, a reason for calling. A field is only as good as its description, which is what tells the model where to look.
Add the two or three fields you will actually filter reports by. Every extra field is another judgement the model has to make about every call.
Post-call Analyses
Checks run on the conversation after it ends, scoring how well the agent did rather than what the caller wanted.
Each can be turned on or off, and each has a prompt that is written from the agent’s own configuration until you edit it. Out-of-domain results are the most immediately useful: they tell you what to build next.
Alerts
Notification when matching calls hit a threshold inside a time window, not for a single call but for a pattern. Every rule is re-checked once a minute, and only completed calls are counted.
For example: ten or more calls in one hour where the call was not successful.
A workspace can hold up to three alert rules, and each watches one agent, so spend them deliberately. See Alerts for the signals you can watch, what happens when one fires, and how to choose thresholds.
Webhook
Where this agent’s events are delivered as they happen.
Set a signing secret. Without one, your endpoint has no way to tell a real event from anything else that finds the URL.
A workspace can also have its own webhook, separate from this one. Where both are set, both receive the event, deduplicate on the call it refers to.
Security
What is kept, what is removed, and what the agent is not allowed to do.
Data Storage
How much of a conversation is retained: everything, everything except personal data, basic attributes only, or nothing.
Choose the least you can work with. Transcripts are useful for improving an agent, but a transcript you never read is only a liability.
PII Redaction
Removes personal data from conversations automatically. Categories include phone numbers, email addresses, postal addresses, payment card numbers, dates of birth, names, IP addresses, bank accounts, passports and driving licences, alongside national ID and Iqama numbers.
Redaction happens before the conversation is stored, so it also applies to anything read back from it later.
Safety Guardrails
Blocks the agent from producing content in categories you restrict, among them hate speech, violence, self-harm, illegal activity, profanity, and medical, financial, legal or political advice.
The advice categories are the ones most worth setting deliberately. An agent for a clinic or a bank will be asked for advice it must not give, and a guardrail is a firmer answer than a line in a prompt.
Secure URLs
Adds a signature to URLs the agent produces, expiring them after 24 hours.
Fallback Voice
A voice to fall back on if the configured one is unavailable, so a call continues rather than failing.
Default Dynamic Variables
Default values for the {{ }} variables in your prompt, used when a value is not supplied at
runtime.
Give every variable a default. A prompt that renders as “Hello , your appointment is on ” is worse than one that never mentioned the name at all.
Pre-call Lookup
Data fetched about the caller before the conversation starts, so the agent opens already knowing who it is speaking to.