Step 1: Create a New Agent
1
Navigate to Flow Agents
From the dashboard sidebar, click Flow Agents.
2
Click Create New Agent
Click the Create New Agent button in the top right corner.
3
Enter Agent Details
Fill in the creation form:
- Name: Give your agent a descriptive name (e.g., “Customer Support Agent”)
- Description: Optional description of what the agent does
- Language: Select the primary language (default: English US)
Step 2: Build the Flow
After creation, you’ll enter the Flow Canvas. A Start node is automatically added.1
Configure the Start Node
Click on the Start node to select it. In the right panel:
- Set Speaker First to “Agent” (the agent speaks first)
- Enter a Greeting Message:
2
Add a Conversation Node
From the left sidebar, drag a Conversation node onto the canvas below the Start node.Click on the Conversation node and configure:
- Mode: Prompt (AI generates responses)
- Prompt: Enter instructions for the AI:
3
Connect Start to Conversation
Click the handle (small circle) on the bottom of the Start node and drag to the top handle of the Conversation node. A connection line will appear.
4
Add an End Call Node
Drag an End Call node from the sidebar onto the canvas.Configure it:
- Farewell Message:
5
Add a Transition
In the Conversation node, scroll to Transitions and click Add Transition:
- Condition: “The customer indicates they are done or says goodbye”
- Go to: Select the End Call node
Step 3: Test Your Agent
1
Open Test Panel
Click the Test button in the top toolbar to open the test interface.
2
Start a Test Chat
Type a message like “Hi, I have a question about your products” and press Enter.Watch as:
- The active node highlights on the canvas
- The AI responds based on your prompt
- Transitions activate when conditions are met
3
Verify the Flow
Test different scenarios:
- Ask a few questions
- Say “That’s all, thank you” to trigger the end transition
- Confirm the farewell message plays
Step 4: Save and Publish
1
Save Your Work
Click Save in the top toolbar. Your flow auto-saves, but manual save ensures all changes are captured.
2
Activate the Agent
Toggle the Active switch in the top toolbar to enable the agent for live calls.