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overview Use this section to make quick and easy changes to an agent you are managing.

Quick decision guide

I need to…Go hereTime
Update FAQs or business infoManaged Topics10-30 min
Sync external sources (websites, files)Connected knowledge5-15 min
Change voice or fix pronunciationVoice and audio5-20 min
Update or debug a functionFunction maintenance15-60 min
Maintain multilingual agentsMulti-language updates30-90 min
Check performance or fix issuesPerformance monitoring30-120 min
Publish or rollback changesVersion management5-15 min
Daily/weekly health checksHealth checks5-60 min

Core maintenance tasks

Managed Topics

Edit existing answers or add new topics to guide your agent’s responses.

Connected knowledge

Sync and manage external sources like websites, files, and integrations.

Voice and audio

Update voice settings, fix pronunciations, and optimize audio quality.

Function maintenance

Update code, debug errors, and manage API integrations.

Multi-language updates

Maintain and optimize multilingual agent configurations.

Performance monitoring

Identify issues, track metrics, and improve agent performance.

Version management

Publish, promote, and rollback changes safely.

Health checks

Daily, weekly, and monthly maintenance checklists.

Additional resources

Routing and handoffs

Update phone numbers, SIP routing, or call transfer logic.

QA and analytics

Listen to calls, assess quality, and review performance data.

Common issues

Troubleshoot frequent problems and find quick solutions.

Alerts API

Set up automated alerts for latency, errors, and call volume.

Typical workflows

Daily (5-10 minutes)

  1. Check overnight metrics
  2. Review recent calls
  3. Verify critical functions
  4. Address urgent issues
See: Health checks, Alerts API

Weekly (30-60 minutes)

  1. Update Managed Topics content
  2. Sync Connected knowledge sources
  3. Review analytics and trends
  4. Fix identified issues
  5. Publish and promote changes
See: Managed Topics, Performance monitoring

Monthly (2-4 hours)

  1. Deep analytics review
  2. Optimize functions and performance
  3. Update voice and audio settings
  4. Comprehensive knowledge audit
  5. Test and validate improvements
See: Function maintenance, Voice and audio
When in doubt, use your environments carefully. Make any changes in the Sandbox, test thoroughly, and only then promote up to Live.