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Managing Assistants

Assistants are your AI agents that handle calls. They can be configured for Inbound (receiving calls) or Outbound (making calls).

You can manage assistants from the dashboard at /client/assistants.

The Assistants Dashboard​

The Assistants Dashboard

The dashboard provides a complete overview of your assistants and their performance.

1. The Assistant List​

On the left side of the dashboard, you will find a searchable list of all your assistants.

  • Search: Quickly find an assistant by name.
  • Direction Badges: Each assistant clearly indicates whether it is for Inbound or Outbound calls.
  • Selection: Click on any assistant to view its detailed analytics and configuration options in the main panel.

2. Assistant Details & Management​

When you select an assistant, the main panel displays its core details:

  • Title & ID: The assistant's name and a quick-copy button for its unique ID.
  • Time Window: Filter the analytics displayed below by All time, Last 30 days, Last 7 days, or Today.
  • Delete Assistant: Permanently remove the assistant and its configuration.
  • Open Builder: Launch the Visual Assistant Builder to edit the flow.

Building an Assistant (Visual Flow Builder)​

Click the Assistant button on the Assistants page to create a new assistant.

YourCalls now features a powerful Visual Assistant Builder, a node-based canvas where you can design complex conversational flows using drag-and-drop elements.

Visual Builder Canvas Overview

The Builder Canvas​

The main view is the Canvas. Here you add Nodes (representing actions or conversational turns) and connect them with Edges (representing conditions or user responses).

1. The Context Panel​

On the left side of the builder, the Context panel allows you to configure the overarching personality and background of your assistant:

  • Assistant Name: The internal name used for reporting.
  • Company Background: Who you are and what the business does.
  • Purpose: The overall goal of the assistant on this call (e.g., book a demo, handle support).
  • Personality: Instructions for the AI's tone (e.g., "Warm, concise, professional").
  • Voice: Choose the AI's speaking voice (Preview available before saving).
  • Pass/Fail Metrics: Definitions of what constitutes a successful call vs a failed call.

2. Available Node Types​

Available Nodes

Right-click anywhere on the canvas or use the toolbar to add nodes. Each node gives the AI new capabilities:

  • Greeting Node: The entry point of an Inbound call. Defines the first sentence the AI speaks.
  • Conversation Node: Defines a specific topic or step in the flow. Here you instruct the AI what to say or ask, and you can define variables (like first_name or company_size) you expect to capture at this stage. A value captured here is read as {{extracted.first_name}} in a tool or a workflow, not in a prompt, and it is not the same as {{contact.first_name}}, the value YourCalls already held before the call. See Variables.
  • Tools: Connect your Assistant to external actions. Use tools when your Assistant needs to update another system or fetch data.
    • Before Call Tool: Runs at call start for setup or notifications.
    • During Call Tool: Runs during the live conversation when the assistant needs information right now.
    • After Call Tool: Runs after the call ends for follow-up automations (for example CRM updates).
  • Knowledge Base Node: Connects a specific turn in the conversation to a curated Knowledge Base. Use this when the AI needs factual data (like pricing, return policies, or business hours) that might change, so the AI doesn't hallucinate answers.
  • End Call Node: The terminal point. Specifies the closing statement before the AI hangs up.
  • Group Node: Visual containers to help you organize complex flows (e.g., grouping all "Qualification" nodes together).

3. Edges (Conditions)​

Edge Conditions Configuration

Connect two nodes to add a condition by clicking and dragging from the bottom of one node to the top of another.

  • Condition Text: Click an edge to add a condition. The AI evaluates the caller's last response against these conditions to decide where to route the conversation next. Keep conditions simple and intent-based.

Examples of what to write in Condition Text:

  • "If the user asks for pricing or cost." -> (Connects to a Pricing Conversation Node)
  • "If the user says YES to booking a demo." -> (Connects to a booking Tool Node)
  • "If the user is not interested or says NO." -> (Connects to the End Call Node)

4. Routing & Variables Panels​

Routing and Variables Panels

Also on the left side, you can open:

  • Routing: Link the assistant to specific phone numbers (Inbound) or configure voicemail actions (Outbound).
  • Variables: See every variable this assistant's prompts can use, grouped by what it describes, with a copy button on each. See Variables for the full list.

Validating and Publishing​

In the top right corner:

  1. Errors & Warnings: The builder automatically validates your flow. It will warn you if paths are disconnected, if there is no End node, or if a required variable is never captured.
  2. Save Draft / Publish: You can save your work as a draft to return to later without deploying it, or Publish to make the latest flow active on all connected phone numbers and campaigns.

Viewing Details & Analytics​

Once an assistant is selected, the dashboard presents a comprehensive suite of analytics to monitor its performance against your defined Pass/Fail criteria.

1. Key Metrics​

Three primary metric cards visualize the assistant's activity over your selected time window:

  • Total Minutes: The total duration of all calls handled by the assistant.
  • Calls Received / Calls Made: The total volume of calls (label changes based on Inbound/Outbound direction).
  • Concurrency: The peak number of simultaneous calls the assistant handled.

2. Performance & Flow Overview​

  • Average Score (Gauge): Displays the average sentiment or success score, complete with a traffic-light breakdown (e.g., green for positive, red for negative).
  • Flow Overview: A miniature, read-only preview of the assistant's actual node-based flow, allowing you to quickly recall its structure without opening the full builder.

3. Recent Calls​

At the bottom of the dashboard, the Recent Calls table provides a log of the most recent interactions:

  • Time & Number: When the call occurred and the phone number involved.
  • Direction: Whether the call was Inbound or Outbound.
  • Duration & Score: How long the call lasted and its individual sentiment/success score.
  • View All: Click to navigate to the detailed Call Logs page for deep debugging and full transcripts.