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:
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Dialog flows for setting up your automation logic
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Knowledge base for LLM generated responses
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Discussions history to see user conversations with your AI agent
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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:
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Chat: Supports visual elements like carousels, forms, quick replies, buttons and many more.
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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.
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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.
What you can do on this page
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Create a new instance
Start building a new AI project from scratch, premade template or duplicating already existing instance. -
Manage existing instances
For each listed instance, you can:-
Edit: Update the project’s configuration and name
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Manage Users: Add or remove users with access
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Set Roles: Define permissions for each user roles (eg. Admin, Operator…)
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Delete: Permanently remove the instance (irreversible)
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Only the instances and actions you have permission to access will appear in your dashboard.
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