Saving does not affect customers. Deploy settings belong to the version you are editing:
save your draft, publish it, then make it live when you want callers to get it. See
Versions.
Phone
Inbound Number
Choose the phone number that should route incoming calls to this agent. One inbound number answers for only one agent. Your choice is recorded on the version you are editing and starts ringing this agent when you make that version live. You can pick a number that is currently answering for another agent - Vocily tells you at make-live and names that agent, rather than taking it away from them quietly. The number must already be assigned to this workspace. Numbers are owned by the organization and allocated to a workspace - see Phone numbers.Outbound From Number
Choose the default number that should appear in theFrom field when this agent places an
outbound call. Multiple agents can share the same outbound number, and an individual call can
override the default. Like the inbound number, it belongs to the version you are editing.
The default outbound number is useful for the Call test, outbound calls, and
batch calling. Use an E.164 number, such as +919876543210, when a call form asks for a number.
If you have no number of your own yet, pick the one marked (Test Number) - the shared
Vocily Test Number that every workspace has. It works for the Call test
only: campaigns and the API refuse it.
Fallback Message
Configure the inbound fallback message for cases where the agent cannot continue handling the call. The message is also the place to prepare customer-facing copy for future availability rules. Business Hours is visible on this sub-tab but is marked Coming soon and is not editable yet. Do not rely on it to block or accept calls by schedule.Web
The website widget supports browser Chat and Talk. Vocily prepares one widget for an agent; configure it in Deploy → Web, then copy the generated Embed script and paste it before the closing</body> tag on the allowed website.
Required setup
- Add the exact website origin under Allowed origins, such as
https://www.example.com. - Enable Chat, Talk, or both.
- Configure the title, subtitle, launcher label, and optional widget icon.
- Copy the embed script and add it to the page.
- Use Show preview and test both the conversation and the origin restriction.
Appearance and handoff
The widget can show the agent’s inbound phone number on its choice screen when one is assigned. Advanced appearance controls include position, rounded or soft-square shape, accent and message colors, panel and message radii, icon size, and panel dimensions. If the Talk experience should offer a phone alternative, enable Show inbound number and make sure Phone has an inbound number assigned.Assign a number
An agent can be assigned to at most one WhatsApp number, and a WhatsApp number can serve at most one agent. Numbers assigned to another agent or marked inactive cannot be selected. Inbound messages on the assigned number route to this agent. Changing the assignment takes effect as a separate number operation; confirm the success message before testing an inbound message.Set WhatsApp context
Messages sent to LLM per reply controls how many previous customer-and-agent turns the model sees for each WhatsApp response. The current range is3 to 25, with a default of 7.
- Raise it when a long conversation needs more context.
- Lower it when you want faster, cheaper replies and the flow is short.
Configure inbound media
The agent-level Inbound media policy controls five Meta media types:- Image
- Video
- Audio
- Document
- Sticker
Go live safely
Use this order for a new deployment:- Finish the agent editor pane, Intelligence, Voice, and Settings.
- Add the tools and knowledge the agent needs.
- Run Chat, Talk, and Call tests.
- Configure one Deploy channel at a time.
- Review the first live records in Conversation History.