The Build Your Agent Page

Where to find it

/dashboard/agent-setup — also linked from the sidebar under Agent → Build your agent, and from the home card at the top of your dashboard. New subscribers land here automatically right after finishing onboarding.

What it does

The page scores your agent's readiness across two complementary profiles:

• Business Profile — who you are. Industry, hours, locations, team, catalog, fallback phone.
• Voice Agent Success Profile — what good calls look like. Common intents, escalation rules, knowledge depth, policies, integrations, after-hours behavior.

Each profile card shows a percentage and a dimension-by-dimension breakdown. Green means complete, amber means partial, muted means missing.

A third section — What's next — pulls the top three gaps across both profiles and renders them as actionable items. Each has:

• Do it here — a direct link to the dashboard page where you can configure it (team, schedules, knowledge, integrations, etc.)
• Ask Allison — opens a chat with your profile and the specific gap pre-loaded. Allison asks the right questions and writes the config for you.

Starting summary

The top of the page covers your agent's starting knowledge summary — the plain-language description Allison reads at the start of every call. Three states:

• Summary exists — you see the current summary with an Edit button. Changes save immediately.
• Discovery call not applied yet — you'll see an Apply discovery config button. One click pre-populates your knowledge from the call you had with Allison.
• Blank slate — three side-by-side options:
  • From your website — paste a URL, we'll draft your initial summary + FAQs + intents from your site's content.
  • Chat with Allison — Allison asks a few questions and builds your knowledge as you go.
  • I'll build it myself — skip ahead and configure manually.

"Not applicable" dismiss

Some dimensions don't apply to every business. A solo proprietor doesn't have a team. A single-location shop doesn't need multi-location setup. A business that never transfers calls doesn't need escalation rules configured.

On each dimension, click the small "Not applicable" option to exclude it from your score. The dimension moves to a "dismissed" bucket and stops counting against your readiness percentage. You can restore it any time if your business changes.

Industry, hours, locations, fallback phone, common intents, and knowledge depth are not dismissible — these are universal requirements.

Chat with Allison about setup

Clicking Ask Allison on any gap (or the blank-slate chat option) opens the support widget with setup context attached. Allison:

• Knows your current profile scores and which dimensions are missing
• Can call the same 31 configuration tools she uses in regular support chat — facts, FAQs, intents, policies, team, schedules, escalation rules, locations, owner notes
• Walks you through the gap with plain-language questions, not form fields

When the chat ends, the page scorecards refresh automatically. If your overall score advanced, you'll see a small "Setup advanced +N%" toast.

Setup-mode conversations are tagged in your chat history so you can find them later.

Owner notes (open-ended answers)

The Success Profile has a section at the bottom for free-form owner notes — things like "we don't book same-day appointments," or "call my VP of Sales first, then me, then voicemail." Allison reads these at call start and factors them into her responses. Edit directly on the page, or ask Allison in chat to set them for you.

Live updates

Anywhere on the dashboard, the sidebar footer shows a small ring with your current readiness percentage. It refreshes automatically when you or Allison make config changes. The home card at the top of the dashboard resurfaces automatically when your score advances ≥10% after a dismiss — a "nice, you made progress!" nudge.