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An agent configuration combines instructions, models, language settings, and references to workspace resources. Review these settings as one version so the prompt does not promise actions or information the configuration cannot provide.
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Recording pending: Configure an agent. Follow the written guide below.

The dashboard submits prompt, first-message, LLM, soft-timeout, and dynamic-variable edits through the configuration publication flow. Publication currently requires an eligible managed text-only configuration; voice and custom-model publication are blocked. Its Voices, Language, ASR, and Agent behavior pickers are previews whose changes are not saved; the Security page also displays disabled example settings. Use a complete server draft to preserve those settings without publication. See voice and language and conversation flow.

Configuration structure

Configure and review

1

Set the purpose and opening

Define the task in agent.prompt.prompt and write a matching agent.first_message. Keep the first message short enough to establish the purpose without asking several questions at once.
2

Choose language and models

Set agent.language and review agent.response_language_policy. Select an available LLM with agent.prompt.llm.For voice configurations, include ASR and TTS settings with compatible models and a saved voice. Check the catalog rather than assuming a provider supports every language and recognition mode.
3

Attach workspace resources

Review each tool, MCP server, and knowledge attachment. Use the intended identifiers and check access in the active workspace.Keep secrets in supported credential storage. Resource identifiers and prompt instructions do not replace authorization.
4

Review the entire version

Inspect the configuration diff, including platform_settings and workflow. Preserve unrelated fields when preparing a full draft snapshot.Save a complete server draft on the intended branch and read it back. Only publish when the configuration is eligible; managed text-only publication has model, resource, and workflow checks. See versions and drafts.
Paths in the steps above are relative to conversation_config. The generated Create agent, Get agent, and Update agent pages define the request and response shapes.

Configuration and execution

The documented implementation currently gates signed-token session initiation, outbound calling, traffic deployment, and automated response-test invocation. A valid configuration can be saved and reviewed without proving that those execution paths work. See current availability.
Privacy, retention, evaluation, and related settings must be assessed separately from their enforcement. A saved field is not evidence of automatic deletion, a completed evaluation, or a compliance guarantee.

Troubleshooting

Start with Create your first agent for the dashboard workflow or API quickstart for a server-side request example.

Frequently asked questions

No. Each referenced voice, tool, MCP server, or knowledge source must be available to the intended workspace and caller. Inspect access separately from the configuration reference.
Read the intended branch or version, compare its complete configuration with the reviewed diff, and retain the version ID. A saved setting does not prove that its runtime behavior is available or enforced.