Make changes to your agent with Chat with AI
Change your AI phone agent's greeting, tone, voice and instructions by typing what you want in AI Copilot, then accept or discard each suggestion.
Use AI Copilot to change your agent by describing what you want in plain English. It suggests the change, you review it, and nothing is applied until you accept it and save.
Watch the walkthrough
Section titled “Watch the walkthrough”Before you start
Section titled “Before you start”You need an agent. If you do not have one yet, see create a new AI phone agent.
Change your agent with AI Copilot
Section titled “Change your agent with AI Copilot”-
Open your agent.
On the Agents page, select the agent. AI Copilot (BETA) is the chat on the left of your agent’s page.
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Describe the change.
Click the box that says Ask me anything about your agent… and type your request. Press Enter to send, or Shift+Enter for a new line. The microphone icon in the box lets you dictate your request. Examples: change the greeting, tone, questions it asks, or how it books appointments.
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Review each suggestion.
For a change to the instructions, welcome message, voice or other settings, a window shows the before and after. Select Accept to use it, or Discard this change to drop it. When Copilot offers voices, models or background sounds, pick one from the list it shows.
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Save.
Accepted changes appear in your agent’s settings. Select Save Changes in the Unsaved changes bar to keep them.
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Test it.
Select Start call in Test your agent and talk to the agent to hear the change.
How do I undo AI changes?
Section titled “How do I undo AI changes?”After Copilot edits your instructions, a banner reads AI updated your prompt. Select Revert all AI changes to go back. You can also restore an older version from the change history. See agent instruction settings.
Troubleshooting
Section titled “Troubleshooting”I see “Something went wrong. Please try again.”
Section titled “I see “Something went wrong. Please try again.””The change was not applied. Select Accept again.