Type
Purpose
Data Points
Receiver & Credentials
Review
Save
Done

Step 1: Select Voice Agent Type

Current workflow. You can change it to alter which fields appear in Step 2.

Step 2: Purpose

Collect User Info (optional)

Key = internal name; Label = text shown on the public agent page.

Step 3: Data Points Collection

Define what data you want to extract from conversations.

Step 4: Receiver, Credentials & Voice of AI

Step 5: Review & Edit

Review your configuration. You can navigate to any step to make changes.

Configuration Summary

Step 6: Update Agent

Docket Integration (Optional)

Step 7: Done

Agent updated successfully

Your changes have been saved.

Vendor Query Agent

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