> ## Documentation Index
> Fetch the complete documentation index at: https://docs.fluents.ai/llms.txt
> Use this file to discover all available pages before exploring further.
# Agent editor
> Learn how to create, configure, and test agents using the Basic, Advanced, and Post-Call tabs, and how to use call context effectively.
Agents are at the heart of Fluents.ai.\
The **Agent editor** is where you configure how an agent sounds, what it can do, and what happens before and after each call.
This guide covers:
* [Open the Agent editor](#open-the-agent-editor)
* [Create a new agent](#create-a-new-agent)
* [Configure Basic Information](#configure-basic-information)
* [Use call context (variables)](#use-call-context-variables)
* [Adjust Advanced Settings](#adjust-advanced-settings)
* [Configure Post-Call actions](#configure-post-call-actions)
* [Test an agent](#test-an-agent)
* [Connect agents to numbers and campaigns](#connect-agents-to-numbers-and-campaigns)
For a deeper explanation of each setting, see the **Agents** core concept pages:
* [Agents – Basic Settings](../concepts/agent/basic)
* [Agents – Advanced Settings](../concepts/agent/advanced)
* [Agents – Post-Call Actions](../concepts/agent/post-call)
***
## Videos: Agent editor
### Video: Agent – Basic Settings
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### Video: Agent – Advanced Settings
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### Video: Agent – Insights
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## Open the Agent editor
To work with agents:
1. In the left-hand sidebar, click **Agents**.
2. You’ll see a list of existing agents.
3. Click an agent’s name to open it in the editor.
The Agent editor has three main tabs:
* **Basic Information** – Greeting, message texts, skills, prompt, call context.
* **Advanced Settings** – Model, temperature, speed, idle behavior, call limits, recording, memory.
* **Post-Call** – How to analyze calls, write results to tools, and send SMS/email follow-ups.
***
## Create a new agent
To create a new agent:
1. Go to **Agents**.
2. Click the **New Agent** (or equivalent) button.
3. Give your agent a **name** (for example, `Inbound after-hours` or `Outbound sales`).
4. Choose any required high-level options, such as:
* Whether it will be used mainly for **inbound** or **outbound** calls (if applicable in your UI).
5. Save to open the agent in the editor.
You can now configure it using the Basic, Advanced, and Post-Call tabs.
***
## Configure Basic Information
On the **Basic Information** tab you define:
* How the agent introduces itself.
* What voicemail message it leaves.
* Which skills it can use.
* The core instructions (prompt) that drive its behavior.
Key fields typically include:
* **Voice Type** – Choose a general voice category (for example, Male or Female).
* **Initial Message** – What the agent says at the start of the call.
* **Voicemail Message** – Message used when leaving voicemail.
* **Choose Skills** – Capabilities such as Appointment Scheduling, Call Routing, Call Back Later, Knowledge Search, Switch Communication.
* **Agent Prompt** – The main instructions that define the agent’s role, tone, and behavior.
For example:
* An **after-hours** agent might introduce itself as the virtual assistant for `{your_company}` and focus on collecting contact details and reasons for calling.
* An **outbound sales** agent might introduce itself as an assistant calling on behalf of `{your_company}` and focus on qualifying interest and booking next steps.
For guidance on what to put in these fields and recommended defaults, see\
**[Agents – Basic Settings](../concepts/agent/basic)**.
***
## Use call context (variables)
**Call Context** lets you personalize conversations using fields such as `first_name`, `last_name`, `business_name`, or any custom values you add.
You’ll see a **Call Context** panel with editable fields.
Typical uses:
* Personalizing greetings:
* Initial Message:\
`Hi {first_name}, this is the virtual assistant for {your_company}.`
* Tailoring messages based on business or segment:
* Prompt:\
“If `industry` is `healthcare`, adjust your examples and explanations accordingly.”
### Add and manage context fields
1. In the **Call Context** panel, add or edit fields such as:
* `first_name`
* `last_name`
* `business_name`
* Custom fields relevant to your workflows
2. Use these fields in:
* **Initial Message** and **Voicemail Message**
* The **Agent Prompt**
* Post-call SMS or email templates
Anywhere you want to reference a field, write it as:
* `{first_name}`
* `{business_name}`
* `{your_company}`
### How context gets its values
Context values can come from:
* **Campaign contacts CSV** – columns you map (for example, `first_name`, `email`).
* **CRM integrations** – fields synced into Fluents.ai.
* **Manual entry or defaults** – when you test manually or have fixed values.
If a field is missing for a given contact, the agent will typically fall back to more generic phrasing, depending on your prompt and system behavior.
For more on the concept of call context, see the **Call Context** section in\
**[Agents – Basic Settings](../concepts/agent/basic)**.
***
## Adjust Advanced Settings
The **Advanced Settings** tab controls:
* Which AI model powers the agent.
* How creative vs. consistent the responses are.
* How it handles silence and call length.
* Whether calls are recorded and how memory behaves.
Typical controls include:
* **Voice** – The specific voice asset (for example, a particular voice name).
* **Language** – Language used by the agent.
* **LLM Provider & Model Name** – Which AI model is used.
* **Speech to Text provider** – How caller audio is transcribed.
* **Background Sound** – Optional ambient sound.
* **LLM Temperature** – Creativity vs. predictability.
* **Conversation Speed** – How fast the agent talks and responds.
* **Max Idle Check Count & Idle Time** – How it handles caller silence.
* **Call Duration (seconds)** – Maximum call length.
* **Enable Recording** – Whether calls are recorded.
* **Memory options** – Outbound Context Memory, Conversation Memory, Voicemail detection (where applicable).
Use this tab when you want to:
* Fine‑tune responsiveness and patience.
* Enforce call time limits.
* Turn recording on or off for quality review and compliance.
For explanations and recommended starting values, see\
**[Agents – Advanced Settings](../concepts/agent/advanced)**.
***
## Configure Post-Call actions
The **Post-Call** tab determines what happens **after** the call ends.
Here you can:
* **Analyze the call** using a post-call prompt.
* **Write results to** external tools (for example, HubSpot, Salesforce, GoHighLevel, Monday.com).
* Configure **SMS** and **Email** follow-ups with conditions.
Typical configuration steps:
1. **Analyze Call**
* Write a prompt that describes how to summarize or interpret the call.
* The output is stored with the call and available as `{post_call_results}` in templates.
2. **Write results to**
* Choose a connected integration.
* The raw post-call result is sent to that tool (for example, as a note or activity).
3. **Send SMS and/or Email**
* Configure the SMS or email content (using variables such as `{first_name}`, `{from_number}`, `{post_call_results}`).
* Set conditions such as:
* Call went to **voicemail** vs **not voicemail**.
* Post-call result contains certain text or matches a field value.
For a conceptual overview and examples, see\
**[Agents – Post-Call Actions](../concepts/agent/post-call)**.
***
## Test an agent
Before assigning an agent to real numbers or campaigns, you should test it.
Use **Test Call Agent**:
1. In the Agent editor, click **Test Call Agent**.
2. In the test dialog:
* Choose the **Caller Number** (a number you own or have linked).
* Enter the **Receiver Number** (often your own mobile).
* Optionally set:
* **VM Detection**
* **Do not call detection**
* **HIPAA Compliant** (if applicable)
3. Click **Make Call**.
During the test, pay attention to:
* The **Initial Message** – does it sound right?
* Use of **call context** – are variables like `{first_name}` being filled correctly?
* How the agent handles interruptions, silence, and common caller questions.
* The **Voicemail Message** – if you let it go to voicemail.
You can repeat the test quickly after making changes to the agent.
***
## Connect agents to numbers and campaigns
Configuring an agent does not by itself make it receive or place calls—you must connect it to **numbers** and/or **campaign steps**.
### Use an agent for inbound calls
1. Go to the **Numbers** section.
2. Create or link a number.
3. In the number configuration, set the **Inbound Agent** to your agent.
4. Save.
Now, when someone calls that number, your agent will answer.
See the **[Numbers Feature Guide](./numbers)** for more detail.
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### Use an agent in a campaign
1. Go to the **Campaigns** section.
2. Create or open a campaign.
3. In the **outreach flow** (for phone call steps), choose your agent in the **Agent** dropdown.
4. Configure the rest of the campaign (contact window, numbers, contacts) as needed.
Now, when the campaign runs, your agent will handle the phone calls for the contacts in that campaign.
See the **[Campaigns Feature Guide](./campaigns)** to learn how to set up the full outreach flow.
***
By combining the Agent editor with Numbers and Campaigns, you can:
* Design agents that behave exactly how you want.
* Attach them to inbound numbers and outbound campaigns.
* Test and refine them quickly based on real calls.