Agents
An agent is the unit that resolves customer work. It carries a type, a description, an activation state, and — for voice agents — a voice model. An agent on its own does very little. What it’s allowed to do lives in Settings, Rules, and Functions. Create the agent, then constrain it.Shape
Endpoints
Example
Two classes of agent
The distinction matters because it determines what you configure.Automation agents
The workhorses. They execute: trigger functions, integrate with systems, and complete repetitive work — order management, subscription renewals, inventory checks, returns processing. Configure these carefully: they take actions with consequences. What matters is Functions (what they can call), Rules (what’s forbidden), and the review gate (what needs a human).Analysis agents
These synthesise: reasoning over rich data to surface trends, customer-behaviour patterns, and supply-chain optimisations. ReasonCX is one of these — it emits its reasoning alongside its conclusions so a finding can be traced back to the tickets that produced it. Configure these for retrieval quality rather than for safety: Embeddings, Memories, and Examples.The split is about consequence, not capability. An analysis agent that’s wrong produces a bad
recommendation you can discard. An automation agent that’s wrong has already issued the refund —
which is why the safety machinery is aimed at that class.
Voice agents
An agent with avoice_model answers the phone. The telephony, streaming, and supervision layer is
StateSet Voice — including live monitor, whisper, barge, and escalate on
an in-flight call.
Related
- Settings — the 22 fields that bound agent behaviour
- Rules — named policy constraints
- Set up ResponseCX — the ordered path to a live agent
- Public API — provision agents programmatically