Listing

The AI Agent Listing page is your main dashboard for managing all your AI agents. It provides a comprehensive view of all agents, allows you to organize them into folders, and perform actions like testing calls, managing phone numbers, importing/exporting agents, and editing configurations.

🗂️ Page Layout

📁 Left Sidebar - Folders Section

• Folders Panel: Organize your agents into custom folders
• All Agents: Default view showing all agents regardless of folder
• Add Folder: Create new folders to organize agents
• Folder Management: Edit, delete, and reorder folders

✨ Creating Folders

1. Click ”+ Add” in the Folders section
2. Enter a descriptive folder name
3. Click “Save” to create the folder
4. The folder appears in the left sidebar

🛠️ Managing Folders

• Edit Folder: Click the three-dot menu (⋮) next to any folder
• Delete Folder: Remove folder and its organization
• Reorder Folders: Drag and drop folders to change order
• Select Folder: Click a folder to view agents within it

🏷️ Folder Features

• Drag & Drop: Reorder folders by dragging the handle (⋮⋮)
• Active Selection: Currently selected folder is highlighted
• Auto-Save: Last selected folder is remembered
• Scroll Support: Long lists scroll automatically

🗂️ Folder Filtering

• 📋 All Agents: By default, see the entire agent catalog regardless of organizational folder.
• 📁 Specific Folder: Click a folder from the sidebar to display only the agents within that group.
• 🔄 Auto-refresh: Whenever you switch folders, the agents table refreshes automatically to show the most relevant data.

🧑‍💻 Main Content Area - Agents Table

• Agents List: Table showing all your AI agents
• Search Function: Find specific agents quickly
• Action Buttons: Import agents and add new agents
• Agent Details: View agent information and perform actions

📋 AI Agents Table Columns

The Agents Table provides a detailed overview of every AI agent’s status and attributes. Here are the main columns you’ll find:

• Name: The agent’s display name for easy identification.
• Status: Instantly see if the agent is Active or Inactive.
• Assigned Numbers: Displays a summary of phone numbers currently linked to the agent (with clickable access for more details).
• Renewal At: Indicates the scheduled date or time for the agent’s upcoming renewal.
• Last Modified: Shows when the agent was most recently updated.
• Action Menu (⋮): Quickly access actions such as Edit, Export, test call, endpoints, and Delete.

These columns help you quickly scan and manage your growing fleet of AI agents with ease.

➕ Add New Agent

1. Click ”+ Add Agent”
2. A new agent is instantly created with default settings
3. You are immediately redirected to the agent editing page to customize details and configuration

📥 Import Agent

1. Click “Import Agent”
2. Select a JSON file containing the agent configuration
3. Preview details before importing
4. Click “Import Agent” to complete

⚡ Agent Actions (Per Agent)

Below are all available actions you can take for any agent in the listing table. These actions are accessed via the action menu (⋮) on each agent row or relevant buttons in the interface.

✏️ Edit Agent

• Click on the agent’s name directly, or choose “Edit” from the action menu.
• This brings you to the agent configuration page.
• You can modify prompt scripts, settings, AI behaviors, or custom business logic.
• Save your edits to instantly apply all changes.

🌐 View Endpoints

• Choose “Endpoints” from the action menu.
• See a complete summary: endpoint names, webhook URLs, HTTP methods, and all form parameters.
• Review integration details, copy webhook info for your developers, or consult the guide for API setup.
• “Back” returns you to the main agent listing.

🚀 Test Call

• Open the action menu (⋮) next to your desired agent.
• Select “Test Call”.
• Enter the phone number you’d like to dial for testing.
• Press “Call” to run a real test call using the agent’s current configuration.
• View the real-time call outcome or diagnostic feedback once the test is complete.

📂 Change Agent Folder

• Find “Change Folder” under the action menu.
• Select a new folder from the dropdown or folder tree.
• Click “Save” to reorganize and move the agent into the chosen folder.

🧩 AI Widget Configuration

Easily set up your AI agent widget for your website or CRM:

• Click “AI Widget Configuration” in the agent’s menu.
• Quickly adjust settings like text color, font style, or avatar.
• Copy the embed code and paste it onto your site or app.

📝 Duplicate Agent

• Use the action menu and pick “Duplicate”.
• The system will create an exact agent copy, including all numbers and settings, named “Copy of [Original Agent Name]”.
• Edit this new agent to change assignment, details, or folders as needed.

⬇️ Export Agent

• Select “Export” in the action menu.
• Download the agent’s complete configuration in a single JSON file.
• Perfect for backups, sharing across teams, migrating agents, or importing to another system.

🗑️ Delete Agent

• In the action menu, select “Delete”.
• You’ll see a warning prompt—deletion is permanent and cannot be undone.
• Confirm to permanently remove the agent and all associated records.

💡 Tip: All actions are designed to support streamlined workflow and optimal bulk administration—use multi-tab editing for advanced agent management or take advantage of keyboard shortcuts if supported by your interface.

🔗 Endpoints Details View

❓ What are Endpoints? Endpoints are webhook URLs that allow external systems to trigger calls through your AI agents. Each agent has a unique endpoint URL used to initiate phone calls programmatically.

📝 Endpoint Information Display

🆔 Agent Title

• Purpose: Shows which agent the endpoint belongs to
• Identification: Helps identify the correct agent

🔗 Webhook URL

• Complete URL: Full endpoint URL
• Format: https://yourdomain.com/webhooks/ai/create-phone-call/{agent_id}
• Usage: Copy this URL for API integrations

🛠️ HTTP Method

• Method: POST
• Purpose: All calls must use POST
• Content-Type: application/x-www-form-urlencoded or multipart/form-data

📄 Form Data Parameters

• Contact Fields: All CRM contact fields
• ghl_contact_id: GoHighLevel contact ID
• override_agent_id: Optional override for default agent

🧑‍💻 Using Endpoints for API Integration

1. Copy the webhook URL
2. Use the POST method
3. Include required parameters
4. Test the integration
5. Monitor calls and results

☎️ Number Management Modal

🚪 Opening Number Management

1. Click “Numbers” under any agent name
2. Modal opens with two sections: Available Numbers (left) and Assigned Numbers (right)

📞 Available Numbers Section

• View Available: See all unassigned numbers
• Number Details: Phone number and status
• Assign Actions:
  • Inbound Button: Assign for incoming calls
  • Outbound Button: Assign for outgoing calls
• Status Indicators:
  • Clean: Safe to use
  • Flagged: Has issues
  • Other Statuses: Additional indicators may appear

📲 Assigned Numbers Section

• View Assigned: See numbers on this agent
• Number Types: Inbound and Outbound
• Unassign: Remove number assignments
• Status Tracking: Monitor health and updates

🔄 Number Assignment Process

1. Select an available number
2. Choose Inbound or Outbound
3. Number is assigned automatically
4. Success confirmation appears
5. Lists refresh automatically

🚫 Number Unassignment Process

1. Find the number in Assigned
2. Click Unassign
3. Confirm unassignment
4. Number returns to Available

📊 Number Status Management

• Monitor Status: Check number health regularly
• Clean Numbers: Use for active campaigns
• Flagged Numbers: Investigate or avoid
• Status Updates: Real-time changes

🗃️ Bulk Number Management

• Multiple Assignments: Assign multiple numbers to one agent
• Type Mixing: Mix inbound and outbound
• Quick Actions: Fast assign/unassign
• Batch Operations: Manage many at once

📶 Status Management

🚦 Agent Status

• Active: Running and available for calls
• Inactive: Disabled and won’t handle calls
• Toggle: Click to switch states

🔍 Search and Filtering

🔍 Search Function

• 🔎 Search Bar: Instantly search and locate specific agents using the search bar above the agents table.
• ⚡ Real-time Search: Results update dynamically as you type—no extra button pressing needed.
• 📑 Search Fields: The search checks agent names as well as key details, helping you quickly narrow down your results.

🛠️ Troubleshooting

😕 Agent Not Showing

• Check Folder Selection: Make sure you’ve selected the correct folder in the sidebar (e.g., “All Agents” or a specific folder).
• Verify Agent Status: Ensure the agent isn’t set to “Inactive”, as filters may hide them.
• Refresh the Page: Sometimes a quick refresh loads recent changes.
• Check Search Filters: Make sure your search term isn’t hiding the agent by accident.

📞 Numbers Not Working

• Verify Assignments: Confirm the number is properly assigned to the agent.
• Check Number Status: Ensure the number is not flagged or out of service.
• Test Alternatives: Try assigning and using a different inbound/outbound number.
• Contact Support: If issues persist, reach out to the support team for assistance.

📤 Import/Export Issues

• Check File Format: Only JSON files are supported for import and export.
• Check File Size Limits: Files that are too large may not be accepted—try a smaller file.
• Permissions: Make sure you have the correct permissions for these operations.
• Try Another File: If one file fails, test with a known good example to isolate the issue.