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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 infoKnowledge base10-30 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

Additional resources

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

Weekly (30-60 minutes)

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