Tab 1 — General
Identity
One number, one agent. If you want a second inbound agent, give it a different number.
Language and voice
Picking a voice is worth doing carefully — see Voices and tuning.
Ambient sound and timezone
Advanced settings
A collapsed card holding the call timing, turn-taking and speech tuning. New agents start on recommended values, so you can leave it closed. See Voices and tuning for what each one does.Tab 2 — Prompt & Tools
Conversation start
Call variables
Key/value pairs the agent knows before the call begins — a customer’s name, an order number, an appointment time. Declare them here and refer to them in the prompt. Whoever places the call fills in the values; the dialer pre-fills the exact variables this agent declares.Custom tools
Chips for the tools you’ve built under AI → Tools / Functions. Tick the ones this agent may call. A tool that’s still being set up for voice shows as a greyed-out chip — wait a moment and reload.Built-in tools
Actions Callivox provides. Add the ones the agent needs:
Each tool has its own required fields, and the editor won’t let you save until they’re filled in.
System prompt
The agent’s standing instructions, in Markdown. Everything on writing a good prompt applies, with a few things that matter more on a call than in a chat:- Write for the ear. No bullet lists, no headings in the output, no URLs read aloud. Short sentences the agent can say in one breath.
- Give it an opening and an ending. How to greet, and how to close a call politely.
- Tell it what to do with silence and confusion. “If the caller doesn’t respond, check whether they’re still there once, then end the call.”
- Say when to hand over. Name the situations where it should transfer rather than push on.
- Spell out numbers and dates the way you want them spoken. Otherwise you get whatever the agent decides.
Tab 3 — Post-call & chat actions
What happens once the call ends.Post-call data schema
“Structured fields extracted from the call transcript.” Add a row per fact you want pulled out of every call —callback_time, interested, order_number. Each row takes a name, a type (text,
number or true/false) and a short description telling the agent what to look for.
Field names must be lowercase letters, digits and underscores, 3 to 16 characters. Descriptions
need at least 3 characters.
These fields show up on the call afterwards as Variables in
the call detail pane.
The switch Run post-call evaluation has the agent score how the call went. Results appear in
the Evaluation card on the call.
Webhook
Push each finished call to a system of yours.Chat conversation ended
For agents that also follow up in chat: a Conversation inactivity timeout (minutes), a Retrigger on conversation end switch, and a Conversation ended webhook URL.Before you save
Name, Language and Voice are required. Call length is capped between 20 seconds and 20 minutes. Save, then use Test call in the editor header to ring yourself — it opens the dialer with this agent already selected. See Call logs.Next steps
Voices and tuning
Choose a voice, and understand the advanced settings.
Call logs
Listen back, read the transcript, and place a call.