Give one agent one clear job
Open Settings → AI Agents and create or select the agent. Choose the business workflow, language, voice, channel behavior, qualification goal, and business details that match its assignment.
Connect the correct phone number, calendar, forwarding destination, and knowledge. Seller and buyer workflows should remain separated when your organization uses both.
Test before launch
Use a company-controlled phone and a realistic scenario. Verify the opening, key questions, boundaries, booking or transfer, outcome, and follow-up. Change one setting at a time so you can identify what improved or broke the experience.