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Overview

The workflow editor lets you customize every aspect of your voice agent’s behavior. Access it by clicking on any workflow from your dashboard.

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Editor Sections

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Conversation Flow

The visual editor shows your agent’s conversation structure:
  • Nodes: Individual steps in the conversation (greetings, questions, responses)
  • Connections: How the conversation flows between nodes
  • Branches: Different paths based on user responses

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Agent Settings

Configure how your agent behaves during calls:

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Voice Settings

Customize your agent’s voice:
  • Voice Selection: Choose from available AI voices
  • Speaking Speed: Adjust how fast the agent talks
  • Tone: Professional, friendly, or custom

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Working with the Editor

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Adding New Steps

  1. Click the + button in the flow editor
  2. Choose a node type:
    • Message: Agent speaks to the caller
    • Question: Agent asks and waits for response
    • Condition: Branch based on caller’s answer
    • Tool: Trigger an external action

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Connecting Steps

Drag from one node’s output to another node’s input to create a connection. This defines the conversation flow.

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Testing Changes

Before publishing changes:
  1. Click Save Draft to preserve your work
  2. Use Test Call for a quick verification
  3. Use Looptalk for comprehensive testing

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SMS Follow-up (Optional)

Send an SMS after the call ends:
  1. Go to Settings → SMS Configuration
  2. Enable SMS follow-up
  3. Choose when to send:
    • After every call
    • Only for qualified leads
    • Manual trigger only
  4. Customize the message template

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Publishing Changes

When you’re satisfied with your changes:
  1. Click Publish in the top right
  2. Confirm the update
  3. Changes take effect immediately for new calls
Active calls continue with the previous version. Only new calls use the updated workflow.

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Next Steps