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Choose an agent type

Choose From a prompt or Build a workflow when creating your agent. Treat this as a creation choice; create a separate agent if you need the other type.

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Workflow steps

A workflow connects conversation steps with pathways. A pathway’s condition describes when the agent should move to the next step. Use a Global node for instructions shared by conversation steps. Use Agent nodes for individual tasks, Start Call for the greeting, and End Call to finish. Optional QA, Webhook, and Tuner nodes process conversation results. An API Trigger provides a URL for starting outbound phone calls.

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Drafts and publishing

Save your edits as a draft and test them before publishing. Production API triggers use the published version. Test API routes use a draft when one exists and otherwise use the published version. See publishing.

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API terminology

The API uses workflow for an agent and workflow_definition for its conversation definition. Keep these names when constructing API requests. An integer workflow_id, stable Agent UUID, and API Trigger UUID identify different things; see agent identifiers.