Agent Skills

Agent Skills are reusable abilities you can give an agent, such as booking an appointment or transferring a call. Adding a skill lets the agent do more without rewriting its instructions.

Common tasks

1. Open Agent Skills from the left navigation under Agent Management.
2. Browse the available skills and what each one does.
3. Add a skill to an agent and configure any options it needs.
4. Save and test the agent to confirm the skill works.

Tips

• Only add the skills an agent actually needs for its job.
• Test a skill like call transfer before using it in a live campaign.