How the AI Agent Works
Think of this system as your agent's brain. You configure its personality, feed it knowledge, connect it to your tools, and map out how it should handle conversations.
1. Setup & Persona
Start in the Flow tab. Double click the Start Node to give your agent a distinct name, choose a voice, and set the core behavior.
2. External Tools
Give your agent "hands". Connect Calendars or Email. Use MCP Servers to link internal databases so the AI can perform actions mid-call.
3. Knowledge Base
In the Knowledge tab, feed the agent PDFs, Docs, or Scraped Websites. This data becomes the agent's memory, allowing it to answer specific questions automatically.
4. Mapping the Logic
In the Flowbuilder, each node you drop represents a specific goal or action:
- Interaction: Guide the caller through specific steps.
- Decisions: Branch paths based on user intent.
- Transfer: Move the call to a human team seamlessly.
- Post-Call: Trigger SMS, Emails, or Webhooks when the call ends.
Pro Tip: Double-click any output port (white circle) on a node in the Flowbuilder to instantly open the action menu and auto-connect your next step!