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Publishing makes your agent available for real phone calls. This page covers saving, activating, and managing your agent’s live status.

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Save vs Publish

ActionEffect
SaveStores your changes but agent remains in current state
ActivateMakes the agent live for incoming/outgoing calls

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Saving Your Work

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Auto-Save

The Flow Builder automatically saves your changes:
  • Changes are debounced (2-second delay after last edit)
  • Save status indicator shows current state
  • Local backup stored in browser for recovery

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Manual Save

Click Save in the toolbar or press Ctrl/Cmd + S to save immediately. Save status indicators:
StatusMeaning
SavedAll changes saved
Saving…Save in progress
Unsaved changesPending changes to save
ErrorSave failed (retry)

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Activating Your Agent

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Before Activation

Complete this checklist:
1

Test thoroughly

Run multiple test calls and chats to verify behavior
2

Review flow

Ensure all nodes are connected and configured
3

Check voice

Verify voice settings sound professional
4

Validate KB

Confirm knowledge base is attached and current
5

Assign phone number

Connect a phone number to receive calls

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Activating

  1. Click the Active toggle in the top toolbar
  2. Confirm activation in the dialog
  3. The agent is now live
Once active, the agent will handle real calls. Ensure you’ve tested thoroughly.

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Deactivating

To take an agent offline:
  1. Click the Active toggle (switch off)
  2. Confirm deactivation
  3. The agent stops receiving calls
Calls in progress will complete, but no new calls will be routed.

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Agent States

StateDescription
DraftIn development, not live
ActiveLive and receiving calls
InactivePreviously active, now offline

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Pre-Launch Checklist

  • Start node is configured
  • All paths lead to End Call or Transfer
  • No orphaned nodes
  • No validation errors (check for red indicators)
  • System prompt is complete and accurate
  • All conversation prompts reviewed
  • Knowledge base content is current
  • Pronunciation overrides added for tricky words
  • Happy path tested multiple times
  • Edge cases handled gracefully
  • Human transfer works
  • Error scenarios don’t break flow
  • Phone number assigned
  • Business hours configured (if applicable)
  • Fallback messages set
  • Team notified of go-live

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Rollback

If issues occur after activation:
  1. Immediate: Toggle agent to inactive
  2. Fix: Address the issue in the flow
  3. Restore: Use version history to revert if needed
  4. Reactivate: Turn agent back on after fix
See Version History for restoring previous versions.

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Monitoring After Launch

After activation:
  • Watch Call History for incoming calls
  • Review Analytics for performance metrics
  • Check transcripts for quality issues
  • Monitor for unexpected behavior

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Best Practices

Soft Launch

Start with limited call volume to catch issues early.

Keep Backups

Create a version snapshot before major changes.

Monitor Closely

Watch the first few calls to ensure everything works.

Have Fallback

Ensure human transfer is always available as backup.

Version History

Manage and restore versions

Phone Number

Assign phone numbers

Test Call

Final testing before launch