Access the advanced settings
1
Open the agent
In the agent list, click the agent you want to configure. Its configuration page opens on the Configuration tab.
2
Expand the advanced settings
In the side menu, click Advanced settings to display its sections.
3
Choose a section
Select General, Telephony, Dynamic filters, or Danger zone to access its content.
The agent only uses your changes once you save them with Save and then put them live with Publish. Until the agent is published, its status remains Draft. Each save creates a version you can review from the configuration history.
General
The General configuration section groups the agent’s basic settings.Identifier
The agent’s unique identifier is generated automatically when the agent is created. Copy it with the copy icon to the right of the agent’s name at the top of the page.Agent name
The name displayed in the interface and in reports. It can reflect the role or service associated with the agent.Description
An internal description of the agent, visible only to your team. Use it to note the agent’s role, or the client or service it belongs to.Time zone
The time zone used for timestamps and scheduling, including the time-based activation of actions. By default, the agent uses the time zone defined in the account settings.Language for summaries and extractors
The language used to generate call summaries and the data extracted from conversations. By default, the agent uses the language defined in the account settings.Agent mode
This switch toggles the agent between Standard mode, where the behavior is defined by a single prompt, and TruePath mode, where it is defined by a flow of nodes. To choose between the two modes, see the agents introduction.Agent pairing
Pairing links an outbound agent to an inbound agent. Recipients of your campaigns can then call your service back on the number used to call them. This setting appears on an outbound agent:- In Linked inbound agent, select the inbound agent that will handle callbacks.
- Click Update.
Telephony
The Telephony section connects the agent to a phone number or a SIP connection.- Numbers: link or unlink a phone number to the agent.
- SIP: connect the agent to a SIP connection, or open your SIP trunk management from the link shown in the section.