Deploying, editing, and deleting a receptionist

Deploying

Click the Deploy button on your agent's overview page or the sticky action bar. This changes the agent's status from Draft to Active and it begins accepting calls.

Requirements before deploying:

• A phone number must be assigned

• Your email must be verified

Editing a live agent

You can edit an active agent's configuration at any time:

• Voice and language settings

• Behavior (recording, transfers, voicemail, CRM sync)

• Knowledge documents

• Channel settings

• Appointment and ordering configuration

Changes take effect on the next incoming call.

Cloning an agent

From the agent overview, use the Clone Agent action to create a copy. This is useful for creating variations of an existing agent for different locations or use cases.

Deactivating

To stop an agent from receiving calls without deleting it, change its status to Inactive. You can reactivate it later.

Deleting

1. Go to the agent overview page.

2. Scroll to the Danger zone section.

3. Click Delete receptionist.

4. Confirm the deletion.

Deleted agents are soft-deleted and can be restored from Settings > Trash within your data retention period (default: 30 days). After that, they are permanently purged.