> ## Documentation Index
> Fetch the complete documentation index at: https://dialnexa.com/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# DialNexa Agent Builder

> Use DialNexa Agent Builder to create a voice AI agent, edit it with natural language, inspect workspace facts, and approve supported actions.

DialNexa Agent Builder turns a structured business brief into a draft Single Prompt Agent. After creation, the in-editor **Chat With DialNexa** assistant can explain the agent, propose prompt and configuration changes, inspect supported workspace data, and prepare selected workspace actions for explicit approval.

<img src="https://mintcdn.com/dialnexa/oKDmAsu_wsBWcBK4/images/documentation/screenshots/agent-builder-entry.png?fit=max&auto=format&n=oKDmAsu_wsBWcBK4&q=85&s=4d153c4fc7efff3404c9a0581db49426" alt="DialNexa Agent Builder entry step showing the guided structured blueprint option and Skip Agent Builder action." style={{ width: '100%', maxWidth: '1100px', margin: '8px 0 24px', border: '1px solid #e5e7eb', borderRadius: '6px' }} width="1612" height="952" data-path="images/documentation/screenshots/agent-builder-entry.png" />

## Before You Begin

Choose one call objective, the target caller, the information the agent must collect, the allowed outcome, and the situations that require a human.

## DialNexa Agent Builder Workflow

Use Agent Builder when you want a first draft faster than writing the agent from a blank page. It is best for focused single-prompt agents where one prompt can handle the whole conversation.

<Note>
  Agent Builder creates a draft. Review the prompt, variables, voice stack, and post-call fields before publishing or assigning the agent to live traffic.
</Note>

## When To Use Agent Builder

| Use it for                                                                                                        | Start manually instead when                                                        |
| ----------------------------------------------------------------------------------------------------------------- | ---------------------------------------------------------------------------------- |
| A booking, lead qualification, payment reminder, support intake, survey, or reminder agent with one main outcome. | You need a node-based Conversational Flow Agent with explicit branches.            |
| Creating a strong first draft from business context and goals.                                                    | You already have a reviewed production prompt that only needs a small edit.        |
| Discovering which variables and post-call fields the agent should use.                                            | You need custom API functions or compliance wording that must be authored exactly. |
| Teams that want guided questions instead of a blank prompt editor.                                                | You are importing an agent JSON or copying a known template.                       |

## What The Builder Asks For

The builder uses three intake sections.

| Section                    | Fields                                                                               |
| -------------------------- | ------------------------------------------------------------------------------------ |
| Business context           | Company and offering, target customer, and primary call goal.                        |
| Call objectives and design | Success criteria, information to collect, and common objections or FAQs.             |
| Personality and context    | Agent tone plus optional compliance notes, brand voice, edge cases, or sample lines. |

<img src="https://mintcdn.com/dialnexa/oKDmAsu_wsBWcBK4/images/documentation/screenshots/agent-builder-business-step.png?fit=max&auto=format&n=oKDmAsu_wsBWcBK4&q=85&s=a8fafe7c0a87b125c453a25fe5bbd707" alt="DialNexa Agent Builder Business step asking for company context, target customer, and the agent outcome." style={{ width: '100%', maxWidth: '1100px', margin: '8px 0 24px', border: '1px solid #e5e7eb', borderRadius: '6px' }} width="3406" height="1872" data-path="images/documentation/screenshots/agent-builder-business-step.png" />

<img src="https://mintcdn.com/dialnexa/oKDmAsu_wsBWcBK4/images/documentation/screenshots/agent-builder-objectives-step.png?fit=max&auto=format&n=oKDmAsu_wsBWcBK4&q=85&s=9cee33cbbb33b98a0765fa06755b79ac" alt="DialNexa Agent Builder Objectives step asking for success criteria, information to collect, and objections to handle." style={{ width: '100%', maxWidth: '1100px', margin: '8px 0 24px', border: '1px solid #e5e7eb', borderRadius: '6px' }} width="3410" height="1948" data-path="images/documentation/screenshots/agent-builder-objectives-step.png" />

<img src="https://mintcdn.com/dialnexa/oKDmAsu_wsBWcBK4/images/documentation/screenshots/agent-builder-personality-step.png?fit=max&auto=format&n=oKDmAsu_wsBWcBK4&q=85&s=ab987373f280d29e258f65a7f0c954e5" alt="DialNexa Agent Builder Personality step asking how the agent should sound and optional additional context." style={{ width: '100%', maxWidth: '1100px', margin: '8px 0 24px', border: '1px solid #e5e7eb', borderRadius: '6px' }} width="3420" height="1970" data-path="images/documentation/screenshots/agent-builder-personality-step.png" />

After the first section, DialNexa can draft success criteria, information to collect, and objections from the company, caller, and goal. After the second section, it can draft the agent tone from the objectives you have accepted or edited.

## Build Phases

When you click **Build agent**, the builder streams progress through three phases.

| Phase               | What happens                                                                                                                             |
| ------------------- | ---------------------------------------------------------------------------------------------------------------------------------------- |
| Building your agent | DialNexa reads the brief, extracts the agent role, call goal, variables, guardrails, and likely caller context.                          |
| Running validations | DialNexa checks whether the brief has enough detail and composes the prompt, welcome message, post-call fields, and technical profile.   |
| Running simulations | DialNexa tests likely conversations, scores quality, and decides whether the draft is ready, needs clarification, or needs human review. |

<img src="https://mintcdn.com/dialnexa/oKDmAsu_wsBWcBK4/images/documentation/screenshots/agent-builder-building-stream.png?fit=max&auto=format&n=oKDmAsu_wsBWcBK4&q=85&s=1e23369d87a446e7cd89b431ef1a3755" alt="DialNexa Agent Builder streaming the Building your agent phase after the structured brief is submitted." style={{ width: '100%', maxWidth: '1100px', margin: '8px 0 24px', border: '1px solid #e5e7eb', borderRadius: '6px' }} width="3420" height="1958" data-path="images/documentation/screenshots/agent-builder-building-stream.png" />

The first build attempt can ask up to five clarification questions. Answer every question, then rebuild. The second attempt uses those answers and skips the same first-pass validation loop.

<img src="https://mintcdn.com/dialnexa/oKDmAsu_wsBWcBK4/images/documentation/screenshots/agent-builder-follow-up-questions.png?fit=max&auto=format&n=oKDmAsu_wsBWcBK4&q=85&s=4cc53c2856447b812101fcec03e9b89f" alt="DialNexa Agent Builder follow-up questions step asking for missing details before rebuilding the draft." style={{ width: '100%', maxWidth: '1100px', margin: '8px 0 24px', border: '1px solid #e5e7eb', borderRadius: '6px' }} width="3420" height="1940" data-path="images/documentation/screenshots/agent-builder-follow-up-questions.png" />

<img src="https://mintcdn.com/dialnexa/oKDmAsu_wsBWcBK4/images/documentation/screenshots/agent-builder-rebuilding.png?fit=max&auto=format&n=oKDmAsu_wsBWcBK4&q=85&s=93f3a073a4ba27529888b5847e9405e4" alt="DialNexa Agent Builder rebuilding the agent after the follow-up answers have been submitted." style={{ width: '100%', maxWidth: '1100px', margin: '8px 0 24px', border: '1px solid #e5e7eb', borderRadius: '6px' }} width="3420" height="1942" data-path="images/documentation/screenshots/agent-builder-rebuilding.png" />

## Review The Draft Before Creating

The result screen can show quality scores, issues, suggested fixes, dynamic variables, and default values. Review these before creating the agent.

<img src="https://mintcdn.com/dialnexa/oKDmAsu_wsBWcBK4/images/documentation/screenshots/agent-builder-review-draft.png?fit=max&auto=format&n=oKDmAsu_wsBWcBK4&q=85&s=59b3b24ea6aaadf88b25e6017918b1d7" alt="DialNexa Agent Builder review draft step showing quality evaluation scores, generated prompt preview, and Create agent action." style={{ width: '100%', maxWidth: '1100px', margin: '8px 0 24px', border: '1px solid #e5e7eb', borderRadius: '6px' }} width="3418" height="1956" data-path="images/documentation/screenshots/agent-builder-review-draft.png" />

<Steps>
  <Step title="Check the quality summary">
    Read the builder's summary and any prompt, post-call analysis, or technical fit issues.
  </Step>

  <Step title="Review dynamic variables">
    Fill safe default values for each detected variable. Leave values blank only when the value will always be injected by API, batch CSV, workflow lead data, or test call input.
  </Step>

  <Step title="Create the draft agent">
    Click **Create agent** only after the draft looks usable. DialNexa creates a Single Prompt cascaded agent with the generated prompt, welcome message, post-call fields, model settings, transcriber settings, Audio Cache setting, denoising mode, and call duration limit.
  </Step>

  <Step title="Test and publish">
    Place test calls, edit the draft where needed, then publish a version before using it in phone numbers, batch calls, workflows, web calls, or API calls.
  </Step>
</Steps>

## What Agent Builder Creates

| Output                   | How to review it                                                                                                                                 |
| ------------------------ | ------------------------------------------------------------------------------------------------------------------------------------------------ |
| Prompt and system prompt | Read the full behavior, call flow, guardrails, FAQs, objections, and closing rules.                                                              |
| Welcome message          | Test the first spoken line through the same route callers will use.                                                                              |
| Post-call fields         | Confirm each field is useful, named clearly, and safe to store.                                                                                  |
| Dynamic variables        | Set fallback defaults or make sure upstream data will provide values every time.                                                                 |
| Technical profile        | Check selected language, model, voice, voice model, transcriber, fallback STT, fallback LLM, Audio Cache, denoising mode, and max call duration. |

## Editing An Existing Agent With AI

After an agent exists, the agent editor can show a DialNexa AI modifier for natural-language changes on Single Prompt Agents. This modifier lives inside the agent editor page. It is separate from the guided Agent Builder create flow described earlier on this page.

Use it for focused prompt edits, configuration updates, and optimization suggestions such as tightening an opening line, adding a qualification question, changing tone, adjusting a supported setting, or improving a known issue from testing. When recent call evidence is available, the empty-state suggestions can include prompts based on patterns from that agent's calls.

<img src="https://mintcdn.com/dialnexa/j4YElRgYrHSfuXTP/images/documentation/screenshots/agent-editor-ai-modifier.png?fit=max&auto=format&n=j4YElRgYrHSfuXTP&q=85&s=673efdca67440200b6fd0fe1cba17b86" alt="DialNexa agent editor AI modifier showing a latency question, diagnostic answer, and natural-language composer." style={{ width: '100%', maxWidth: '1100px', margin: '8px 0 24px', border: '1px solid #e5e7eb', borderRadius: '6px' }} width="3402" height="1902" data-path="images/documentation/screenshots/agent-editor-ai-modifier.png" />

| Control                | Behavior                                                                                                                                                                                                                           |
| ---------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| Edit instruction       | Describe the change in plain language. Keep each request short and focused.                                                                                                                                                        |
| Suggested chips        | Starts with static examples. When DialNexa has enough recent call evidence, chips can point to recurring unanswered questions, mishandled objections, language mismatch, latency, or provider errors for that agent.               |
| Activity feed          | During an AI edit, the modifier can show short progress lines such as reading recent calls or reviewing settings, then collapse them under the completed reply.                                                                    |
| Prompt proposal        | The modifier can produce a diff with added and removed prompt text. Accepting the proposal applies the draft prompt change; rejecting it restores the prior prompt.                                                                |
| Config change proposal | The modifier can propose supported agent configuration changes. Apply only after checking the affected setting, such as language, LLM settings, speech settings, call settings, post-call analysis, or knowledge base attachments. |
| Optimization proposal  | The modifier can suggest improvement levers. You can approve or dismiss suggestions, and approved levers may create follow-up prompt proposals that still need review.                                                             |
| Prompt safety notices  | Prompt proposals can flag conflicts with the system prompt or wording that may encourage invented information. These notices do not apply the proposal automatically.                                                              |
| Workspace questions    | Ask about campaigns, call records, billing and balance, phone numbers, knowledge bases, workflows, dashboard metrics, or other agents. The assistant reads current workspace data before answering.                                |
| Action approval card   | A supported workspace action appears as a separate card with its target and arguments. The action does not run until you click **Run**. Click **Dismiss** to leave workspace state unchanged.                                      |
| Pending review lock    | When a prompt or configuration proposal is waiting for a decision, the composer stays locked until you accept, apply, reject, or dismiss the proposal.                                                                             |
| Chat history           | Previous sessions can be reopened. Session cards can show the latest message, proposal status, touched area, agent version, and last update time.                                                                                  |
| Edit a sent message    | Hover over a message you sent and choose edit to copy its text into the composer. Sending it creates a new turn and preserves the original message.                                                                                |
| Retry a sent message   | Hover over a message you sent and choose retry to send the same text as a new turn. Retry is unavailable while another proposal needs a decision.                                                                                  |
| Message feedback       | Mark an assistant response helpful or not helpful. A negative vote can include a short reason such as incorrect numbers or a missed question.                                                                                      |

<Warning>
  AI edits change draft agent behavior only after you approve them. Review every diff or setting proposal, run a test call, and publish a new version before routing production traffic to the edited behavior.
</Warning>

Config proposals can cover LLM fallback, predictive preprocessing, Prompt Caching where your workspace has access, transcriber choices, Boosted Keywords, Audio Cache, denoising, timezone, voice choices, post-call fields, and knowledge base attach or detach requests. Unsupported or unsafe changes stay unresolved for manual review.

## Workspace Questions And Approved Actions

Use the in-editor assistant for factual workspace questions when you want context without leaving the agent page. It can read supported data for the active workspace and answer with current names, IDs, statuses, and counts. If the requested information is unavailable, it should say so instead of filling the gap.

The current action-card flow supports pausing, resuming, or cancelling a batch call after the assistant reads the real batch and its current status. The assistant prepares at most one action card per turn. Review the batch ID, requested action, and any visible result before proceeding.

<Steps>
  <Step title="Ask for the workspace fact or action">
    Name the campaign, batch, call, agent, phone number, workflow, or other resource as clearly as possible.
  </Step>

  <Step title="Review the answer and target">
    Confirm that the returned resource name and prefixed ID belong to the intended workspace.
  </Step>

  <Step title="Approve only the exact action">
    For a batch action card, click **Run** only when the batch ID and pause, resume, or cancel action are correct. Cancelling is permanent for that campaign.
  </Step>

  <Step title="Verify the result">
    Read the result shown on the card, then open Batch Calls or Call History to confirm the saved state. A failed card does not prove that the requested action completed.
  </Step>
</Steps>

Requests to buy phone numbers, delete unsupported resources, or upload files are not executed from this assistant. Use the relevant dashboard page for those changes.

## Common Mistakes

<AccordionGroup>
  <Accordion title="Submitting vague business context">
    The builder needs the company, caller, and outcome to be concrete. "Handle support calls" is weaker than "triage dental appointment questions, collect patient name and preferred slot, and book a callback when insurance details are unclear."
  </Accordion>

  <Accordion title="Accepting generated objectives without editing">
    Treat generated objectives as a draft. Remove goals the agent should not pursue and add required handoff or escalation rules.
  </Accordion>

  <Accordion title="Creating before checking variables">
    Variables with empty defaults can make the agent sound incomplete if runtime data is missing. Review every detected variable before test calls.
  </Accordion>

  <Accordion title="Skipping real test calls">
    Builder simulations do not replace phone or web call tests. Always test with names, numbers, objections, interruptions, and the route you plan to use.
  </Accordion>

  <Accordion title="Publishing an AI-edited agent without reviewing proposals">
    Treat AI proposals as drafts. Review highlighted prompt changes, check configuration changes, confirm variables and post-call fields that depend on the prompt, then test before publishing.
  </Accordion>
</AccordionGroup>

## Verify The Generated Agent

Review every generated field before creating the agent. After creation, publish a test version and confirm the prompt, welcome message, variables, post-call fields, provider stack, and Call History evidence.

## Recap

Use Agent Builder for a structured first draft, not an automatic production release. Define one objective, review every generated field, publish a test version, and validate the conversation in Call History.

## Related Reading

<CardGroup cols={2}>
  <Card title="Types Of Agents" icon="bot" href="/docs/agents/types-of-agents">
    Confirm when Agent Builder is the right start path.
  </Card>

  <Card title="Single Prompt Agents" icon="sparkles" href="/docs/agents/single-prompt-agents">
    Learn when one prompt is the right structure.
  </Card>

  <Card title="Dynamic Variables" icon="braces" href="/docs/agents/dynamic-variables">
    Set safe defaults for placeholders.
  </Card>

  <Card title="Testing Agents" icon="phone-call" href="/docs/agents/testing-agents">
    Verify the generated draft before publishing.
  </Card>
</CardGroup>
