Create and manage agents
Agents are the operational layer between your customers and Sayvy. Each agent has a purpose, instructions, and the tools it is allowed to use.Create an agent
- Open Agents and select Create agent.
- Give the agent a specific name and describe its job in one sentence.
- Add clear instructions: tone, scope, required questions, and when to hand off.
- Add only the integrations and tools it needs.
- Test common, ambiguous, and out-of-scope requests before publishing.
Make an agent production-ready
Define the boundary
State what the agent must not promise, change, or disclose.
Plan the handoff
Tell the agent when to involve a person and what context to include.
Test edge cases
Try missing information, interruptions, unhappy customers, and duplicate requests.
Review outcomes
Use inbox history and call logs to improve instructions.