Saving an agent configuration makes the saved version active; there is no separate publish
step. Test the agent before assigning a live customer-facing number or copying its widget
script to production.
Routing
Inbound Number
Choose the phone number that should route incoming calls to this agent. One inbound number can route to only one agent; numbers assigned to another agent are shown as locked. The number must already be available in the workspace through a connected telephony provider. For VoBiz setup and number import, see VoBiz.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.
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.
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 in the current Studio but is marked Coming soon and is not editable yet. Do not rely on it to block or accept calls by schedule.Widget
The website widget supports browser Chat and Talk. Vocily prepares one widget for an agent; configure it in Deploy → Widget, 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 Routing 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 Agent Core, Intelligence, Voice, and Runtime.
- Add the required Capabilities.
- Run Chat, Talk, and Call tests.
- Configure one Deploy channel at a time.
- Review the first live records in Conversation History.