The agent builder

Agents are configured through a tabbed editor. Each tab maps to a "file" in the agent's prompt structure — the live agent reads them as a multi-file context window.

Tabs

• Soul — personality. Who is this agent? "Direct but warm sales rep."
• Mission — what is the agent trying to do on the call? Pick ONE goal.
• Playbook — step-by-step structure. Open → discovery → handle objections → close.
• Examples — sample exchanges. Shows the LLM HOW to phrase things in your voice.
• Objections — anticipated pushback + how to handle it.
• Closers — phrases for booking the meeting / closing the deal.
• Notes — agent-level standing notes. "Closed Friday for holiday." Update weekly.
• FAQ— Q&A pairs. Common questions the agent must handle smoothly.
• Knowledge — RAG corpus. See KB docs.
• Settings — name, first-message, voice, transfer number, voicemail.

Versioning

Every time you save a tab that affects the prompt (Soul / Mission / Playbook / Examples / Objections / Closers / Notes / FAQ / Knowledge), the agent's version field increments and a new row lands in agent_versions. Live calls in flight stay on the old version; the next call uses the new one.

Testing

Wizard → Test call dials your own number with the current agent. You hear it live and the recording lands in Recordings after the call ends.