Getting started as an editor

Welcome, editor. You set up what your team works with every day: templates, knowledge, skills and voice agents. After this page you know where to start.

• Create templates and prompts
• Provide knowledge
• Set up and publish skills
• Set up voice agents

• Try first, then publish. Check templates with Test run and voice agents under Test before you publish them. Your team only gets the published version.
• Choose the right area. Create drafts in My area and give them to a team only when they are finished.
• Clear names. Name skills and templates after the task, such as “Record a complaint”. Your team then finds them in search and chat.
• Watch “Used by”. Before you change a template or a knowledge entry or remove it from the library, the Used by column shows how many agents work with it.
• Use versions. Every change to a template is saved as a new version. If a change does not work out, restore the earlier version in the template under History.