Instances

Each instance in your dashboard represents a standalone AI agent (chat, voice or mail) designed for a specific task such as customer support chatbot on your website, voicebot on your incoming line, outbound voicebot actively calling your customers etc.

Instance includes everything your agent needs to operate:

• Dialog flows for setting up your automation logic
• Knowledge base for LLM generated responses
• Discussions history to see user conversations with your AI agent
• Instance settings and configurations

Instance types

You can create different types of instances: Chat, Voice, and Email. Each type shares the same core logic but is optimized for a specifics of selected communication channel:

• Chat: Supports visual elements like carousels, forms, quick replies, buttons and many more.
• Voice: Lets you define how responses should sound using text-to-speech synthesis, and also allows you to create outbound campaigns that actively contact your customers.
• Email: Provides a simple editor to craft email-based responses.

💡

Dialog flows are fully compatible across instance types. You can copy and paste logic between projects with Ctrl+C / Ctrl+V, or even transfer a full chat flow to another instance when needed.

What you can do on this page

1. Create a new instance
   Start building a new AI project from scratch, premade template or duplicating already existing instance.

2. Manage existing instances
   For each listed instance, you can:

3. Edit: Update the project’s configuration and name

4. Manage Users: Add or remove users with access
5. Set Roles: Define permissions for each user roles (eg. Admin, Operator…)
6. Delete: Permanently remove the instance (irreversible)

Note

Only the instances and actions you have permission to access will appear in your dashboard.

Read next

Users

Billing