Edit or Delete an Inbound Call Agent

Creation date: 6/10/2026 1:35 PM    Updated: 6/10/2026 1:49 PM

Overview

This article helps you update or remove an inbound call agent. You may need this when a phone line, greeting, location, or knowledge base changes.

Before you begin

  • You need an existing inbound call agent.

Steps

  1. Click Config.
  2. Click Intelligence.
  3. Click Automated Calls.
  4. Click Inbound.
  5. Find the agent in the table.
  6. Click Edit to open the agent.
  7. Update the fields you need on Details.
  8. Click Save Agent.
  9. Click Delete Agent if you want to remove the agent instead.
  10. Confirm the deletion if prompted.

Troubleshooting

  • If you do not see the agent you need, then review the Inbound list again after the page finishes loading.
  • If you delete an agent by mistake, then please submit a Support Request as deleted inbound agents cannot be restored from the current UI.

Onboarding, setup, org-level config