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.Agent Builder creates a draft. Review the prompt, variables, voice stack, and post-call fields before publishing or assigning the agent to live traffic.
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. |
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. |
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.
Check the quality summary
Read the builder’s summary and any prompt, post-call analysis, or technical fit issues.
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.
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.
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 Prompt With AI
After an agent exists, the agent editor can show a DialNexa AI widget for natural-language prompt edits. Use it for focused changes such as tightening an opening line, adding a qualification question, changing tone, or clarifying an objection response.| Control | Behavior |
|---|---|
| Edit instruction | Describe the prompt change in plain language. The instruction is limited to short, focused requests. |
| Streaming update | The updated prompt streams into the editor so you can review the change as it is generated. |
| Prompt diff | The editor highlights added and removed text before you decide whether the update is acceptable. |
| Chat history | Previous edit sessions for the same agent can be reopened from the widget so you can continue an earlier prompt-editing thread. |
Common Mistakes
Submitting vague business context
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.”
Accepting generated objectives without editing
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.
Creating before checking variables
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.
Skipping real test calls
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.
Publishing an AI-edited prompt without reviewing the diff
Publishing an AI-edited prompt without reviewing the diff
Treat AI prompt edits as a draft. Review the highlighted changes, check variables and post-call fields that depend on the prompt, then test before publishing.
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
Types Of Agents
Confirm when Agent Builder is the right start path.
Single Prompt Agents
Learn when one prompt is the right structure.
Dynamic Variables
Set safe defaults for placeholders.
Testing Agents
Verify the generated draft before publishing.