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How to Use Custom Values and Variables in Agent Studio

Use Custom Values and built-in variable sources to make your Agent Studio workflows dynamic, reusable, and scalable. Instead of manually typing business details or contact information into every node, you can insert smart placeholders…

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Important Update: Agent Studio is Evolving

We're writing to let you know about an update to Agent Studio.As part of our ongoing commitment to delivering the best possible experience, we've introduced Managed Agents (formerly Super Agents)—our next-generation agent-building experience. Going…

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Knowledge Base Retrieval Tester

The Knowledge Base Retrieval Tester helps you validate how well your Knowledge Base responds to test questions before it’s used in live AI experiences. It gives you a safe way to confirm that uploaded,…

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Managing Granular Permissions for Voice AI Agents

Granular permissions for Voice AI Agents give account owners pinpoint control over who can view, configure, and analyze AI‑powered voice agents. Whether you're managing a large team or onboarding new roles, these settings help…

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MCP App Connectors for Managed Agents

Extend your Managed Agents with third-party integrations through Model Context Protocol (MCP) connectors.What You'll LearnMCP connectors allow Managed Agents to interact with external applications such as HubSpot, Notion, Make, Calendly, and more.Agents can authenticate,…

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MCP Server: Connect AI Agents to Your Account

Developer Tools • MCP • AI AgentsMCP Server: Connect AI Agents to Your AccountThe MCP Server gives compatible AI clients controlled access to account tools and data through the Model Context Protocol. Connected assistants…

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Model Context Protocol (MCP) Integration for Voice AI Agents

Voice AI AutomationModel Context Protocol (MCP) Integration for Voice AI AgentsConnect your Voice AI agents to external tools and services using Model Context Protocol for intelligent, context-driven automation.What You'll LearnThis article explains how to…

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Skills Platform for AI Agents

AI Agents • Skills • Agent StudioSkills Platform for AI AgentsSkills Platform provides the shared capability layer AI Agents use to perform work across CRM data, communications, knowledge sources, workflows, and connected external tools.…

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Using Ask AI Artifacts and Mermaid Diagrams

Ask AI supports richer, more structured responses that help you move from prompt to action faster. Instead of receiving only plain-text answers, Ask AI can display execution-ready outputs such as tables, charts, to-do lists,…

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Using Page Context with Ask AI

Ask AI can use information from the page you are currently viewing to better understand your questions and instructions. Page context helps you ask natural questions about what is on screen, point Ask AI…

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Visual Edits in AI Studio

Learn how to use Visual Edits in AI Studio to refine a project directly from the live preview. This article covers how to enter Visual Edit mode, select supported elements, and update text, images,…

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Voice AI – Exposed System Prompts for Agents

Gain complete visibility into the system prompts your Voice AI agent follows. View foundational modules like booking logic, date/time handling, email confirmation, numeric rules, and personality. This article shows how to access system prompts,…

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Voice AI : Noise Cancellation & Backchanneling

Give every voice conversation studio-quality clarity and a natural “human” feel. The Noise Cancellation cleans up background distractions while Back channeling adds brief acknowledgments (like “uh-huh”) to signal active listening. Enable and configure them…

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Voice AI Logs: Review & Debug Calls

Understanding how your AI handles conversations is essential for improving performance and fixing issues quickly. Agent Logs give you a clear, step-by-step view of every interaction so you can review conversations, track execution, and…

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Voice AI Outbound Calling

Voice AI • Outbound Calling • WorkflowsVoice AI Outbound CallingVoice AI Outbound Calling lets businesses place automated AI-powered calls from workflows for lead follow-up, appointment outreach, prospect engagement, reactivation, and other supported use cases.…

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Voice AI Outbound Calling Compliance Checks

Voice AI outbound calling helps businesses reach contacts using AI-powered phone calls. This article explains the updated outbound calling requirements, including consent responsibility, KYC, call limits, calling hours, same-country calling, and platform safeguards.TABLE OF…

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Voice AI Outbound Calling Compliance Checks

Voice AI • Outbound Calling • ComplianceVoice AI Outbound Calling Compliance ChecksVoice AI outbound calling helps businesses reach contacts with automated AI-powered phone calls while maintaining platform safeguards around eligibility, call volume, timing, and…

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Voice AI Outbound Calling Dashboard

The Voice AI Outbound Calling Dashboard gives businesses a clear view of outbound Voice AI performance. Use this dashboard to track call attempts, connected calls, call duration, triggered actions, sentiment trends, and detailed logs…

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Voice AI Performance Reports

Voice AI Performance Reports give you an automated email summary of how each Voice AI agent is performing over time. Instead of checking dashboards manually, you can receive scheduled reports with key call metrics,…

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Voice AI: Agent Transfer

Voice AI Agent Transfer makes it easy to route a caller between multiple specialized Voice AI agents in a single, continuous call. This article explains what Agent Transfer is, how it differs from Call…

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