Breadcrumbs

Instances

Each instance in your dashboard represents a standalone AI agent (chat, voice or mail) designed for a specific task such as customer support chatbot on your website, voicebot on your incoming line, outbound voicebot actively calling your customers etc.

Instance includes everything your agent needs to operate:

  • Dialog flows for setting up your automation logic

  • Knowledge base for LLM generated responses

  • Discussions history to see user conversations with your AI agent

  • Instance settings and configurations


Instance types

You can create different types of instances: Chat, Voice, and Email. Each type shares the same core logic but is optimized for a specifics of selected communication channel:

  • Chat: Supports visual elements like carousels, forms, quick replies, buttons and many more.

  • Voice: Lets you define how responses should sound using text-to-speech synthesis, and also allows you to create outbound campaigns that actively contact your customers.

  • Email: Provides a simple editor to craft email-based responses.

💡

Dialog flows are fully compatible across instance types. You can copy and paste logic between projects with Ctrl+C / Ctrl+V, or even transfer a full chat flow to another instance when needed.


instances-20250705-203037.png

What you can do on this page

  1. Create a new instance
    Start building a new AI project from scratch, premade template or duplicating already existing instance.

  2. Manage existing instances
    For each listed instance, you can:

    • Edit: Update the project’s configuration and name

    • Manage Users: Add or remove users with access

    • Set Roles: Define permissions for each user roles (eg. Admin, Operator…)

    • Delete: Permanently remove the instance (irreversible)

Only the instances and actions you have permission to access will appear in your dashboard.


Users

Billing