Agents
An agent is an AI-powered voice persona that conducts conversations on your behalf. Each agent has its own personality, instructions, and data extraction rules.What Makes Up an Agent
How Agents Work
- A call is triggered (via campaign, CRM API, or inbound routing)
- The agent connects to the call and follows its system prompt
- During the conversation, the agent uses its tools and adapts to the caller’s responses
- After the call, the agent extracts structured data based on the analysis schema
- Results are delivered via webhook or available in the dashboard
Agent Configuration
Agents are created and managed through the Oktivo dashboard. Key settings:- Name a human-readable label for the agent
- System prompt the core instructions (supports dynamic variables like
{{name}}and{{company}}) - Voice select from available voice providers and voices
- Analysis schema define JSON fields the agent should extract post-call
- Max call duration safety limit to prevent runaway calls
Dynamic Variables
When triggering calls via the CRM API, you can passdynamicVariables that get injected into the agent’s prompt:
{{company}}, {{plan}}, etc.
Agent IDs
Every agent has a unique ID (e.g.,agent_abc123). You’ll use this ID when:
- Triggering calls via the CRM API
- Filtering webhooks to a specific agent
- Querying call results for a particular agent