If you use a CRM voice agent to answer calls, handle common questions, or route customers to the right place, having everything in one workspace can make setup much easier. This updated full-screen builder helps you create, adjust, test, and publish your voice agent without jumping between different tabs or screens.

📌 Why This Matters

For small business owners, time matters. When your call handling tools are scattered across multiple sections, it takes longer to make updates, test changes, and keep your customer experience consistent. A full-screen builder gives you one organized place to manage prompts, settings, call routing, business hours, and testing so you can make changes faster and feel more confident about how your voice agent responds.

✨ What’s New

• Three-panel workspace: View your prompt editor, configuration settings, and live test console side by side so you can make changes and test them without leaving the page.
• All settings in one place: Access call settings, voice settings, knowledge sources, system prompts, actions, and many other options in organized, collapsible sections.
• Setup and publishing together: Adjust working hours, manage call routing, finalize your configuration, and publish from the same screen.
• Easier testing: Make a change and quickly test how your voice agent handles calls, helping you catch issues before customers do.

🛠️ How to Use It

1. Step 1: Open the voice agent builder in your CRM and review your current prompt, call flow, and settings in the full-screen view.
2. Step 2: Update key details like your business hours, routing rules, voice preferences, and customer answers in the organized settings panels.
3. Step 3: Use the live test area to check how the agent responds to real questions and confirm the experience matches your business needs.
4. Step 4: Once everything sounds right, publish your changes so your phone experience stays accurate and helpful for customers.

💡 Pro Tip

Review your voice agent before busy seasons or promotions so it answers updated questions correctly and helps turn more incoming calls into booked appointments or sales.