AI Assistant

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Overview

The AI Assistant lets you update an agent by describing what you want in plain language. It appears beside the visual editor, so you can chat with the assistant while keeping your agent’s steps visible. Use it to add a step, adjust an answer, update a branch, or refine an existing call path without opening every setting manually.

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Availability and access

The AI Assistant is available inside the agent editor for eligible paid accounts. Trial accounts can still see the panel, but sending messages stays locked until billing access is enabled.

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How to use

1. Open any agent in the visual editor
2. Use the AI Assistant panel on the right side
3. Describe the change you want in natural language
4. Wait while Tala checks and saves the proposed correction
5. Review the explanation and the updated steps
6. Continue refining the agent if needed

Any manual edits you made first are saved before the assistant prepares its correction. When no agent change is needed, it replies in chat only and leaves the editor unchanged. You can also start a new conversation from the panel header when you want to reset the active chat context.

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What the assistant can change

The assistant can help you update the parts of the agent you would normally edit yourself, including:

• conversation steps and branches
• answers and instructions
• the opening message, including an optional contact name when it is available
• labels and transition conditions. A transition condition is the instruction the agent reads to decide when to move to the next step, so the assistant writes it as what has already happened in the conversation followed by an explicit instruction to move on, never as a two or three word label
• call transfer paths
• SMS configuration guidance from the Configurations tab
• mobile push notification guidance through the Tala iOS and Android app
• existing call paths that need to be reorganized

When you ask the assistant to personalize the opening, it can use the known contact’s name or a first name supplied by your campaign, CRM, or form. If no name is available, the greeting stays natural and does not leave an extra blank or awkward punctuation. Existing agents keep their current greeting behavior. To switch manually, open the Start Call step, move your greeting from Prompt into Opening message, optionally add the contact’s name, and save. Opening and saving an existing step with an empty Opening message field does not switch it. You can also ask the assistant to update the greeting; unrelated requests leave it unchanged. Manual edits remain available at any time. You can continue to move, edit, save, and refine your agent between chat messages.

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Review and restore changes

Each assistant reply stays in the chat history. When a reply includes an agent update, you can restore that saved state directly from the conversation. This makes it easy to:

• compare recent changes
• roll back to a previous version
• try a new direction without losing earlier work

Your normal editing tools still apply, including manual edits and undo after the assistant updates the agent.

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Limits and expected behavior

• The AI Assistant has a limit of 50 messages per month for each organization.
• Simple questions or confirmations usually return quickly because they do not need to update the agent.
• Larger changes can take longer because Tala checks the complete agent before saving.
• If another edit is saved while the assistant is preparing a correction, it stops without overwriting that newer work and asks you to reload before trying again.
• Starting a new conversation resets the active AI chat context, but your previous messages remain visible in the history.

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Next steps

• Learn how the visual editor works
• Set up call transfers
• Explore tools available to your agent
• Review agent best practices