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Your account can have several voice agents. This page covers the agents list, creating and deleting agents, the agent selector, the editor’s header and testing an agent with Preview. Every setting inside the editor is described in Agent settings.

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Who can do what

  • Members can open the agents list and every agent, and read all of their settings.
  • Owners can also create, change, test and delete agents. Members see “Only account owners can add or delete agents, ask an owner of your team.” instead of the New agent and delete buttons.
If a member somehow starts an action that changes something, it is refused with “Permission denied: this action requires an account owner (billing) permission.” See Who can do what. What an owner can change on a given agent also depends on its edit level (View only, Name, voice & greeting, Instructions or Full control). Agents you create are always at Full control. See Edit levels.

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Opening your agents

Clicking Agents in the sidebar normally opens an agent’s editor straight away, not a list. It opens the agent you last chose in the agent selector, otherwise your main agent, otherwise the first one. If the agent you last chose no longer exists, it opens your main agent. You see the full list instead when:
  • you choose Manage agents… in the agent selector,
  • your account has no agents yet, or
  • the list could not be loaded, or your workspace is not yet linked to a store.

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The agent selector

The Agent selector sits under the page header on the agent editor, Tools and Knowledge pages. It shows the agent you are working on and decides which agent those pages show and change.
  • The list shows every agent of your account; a tick marks the active one.
  • Your main agent, the one RuleInside set up for you, carries a Managed badge (in the list it reads “managed”). The badge only marks your main agent. What you can change on it is decided by its edit level.
  • On the agent editor, choosing another agent opens that agent’s editor. On Tools and Knowledge, it keeps you on the same page and reloads it for that agent.
  • Manage agents… at the bottom opens the full agents list.
  • Your choice is remembered in this browser for 30 days, so your next visit opens the same agent.
  • The selector is hidden when your workspace is not linked to a store, when there are no agents, or when the list could not be loaded.

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The agents list

“Your voice agents. Open one to edit it, or create a new one.” Each row shows:
  • the agent’s name (click the row to open its editor),
  • a Managed badge on your main agent,
  • the agent’s edit level under its name,
  • a trash button to delete it (owners only, and never on your main agent).

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Creating an agent

Click New agent (owners only). The dialog reads “Start from scratch or clone an existing agent. You can fully control a new agent’s prompt, voice and settings.” Then click Create agent (“Creating…” while it works), or Cancel to close without creating anything.
  • On success you see “Agent created.” and the new agent’s editor opens.
  • On failure you see the reason, or “Could not create the agent.”
  • A new agent is never your main agent, and it is always at Full control.
What the new agent starts with:
  • Blank: the language model RuleInside sets for new agents (you cannot change it), and the instructions you typed (or “You are a helpful voice assistant.” if you left them empty). The system prompt shows a first line /no_think above your instructions. The first message and language are set only if you filled them in. You choose the voice in the editor afterwards.
  • Clone: a copy of the source agent’s prompt, voice, knowledge and tools. If Transfer to a person is not switched on for your account, transfer numbers are not copied.
Type the language as a code, such as en, it or en-gb. A name like “English” is refused, and the dialog then shows only “Could not create the agent.”
There is no plan limit on how many agents you create. If RuleInside has set a limit for your account, creating is refused with “An agent limit of N is set on this account. Contact support to raise it.” If you see “Could not secure the new agent. Nothing was created, please try again.”, nothing was created; try again.

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Deleting an agent

Click the trash button on an agent’s row (owners only; your main agent has none). The confirmation reads “Delete this agent?” and ”’…’ will be permanently removed. Calls already logged are kept. This cannot be undone.” Click Delete agent (“Deleting…” while it works) to confirm, or Cancel.
  • On success you see “Agent deleted.” On failure you see the reason, or “Could not delete the agent.”
  • Your main agent cannot be deleted: “Your primary agent is managed and cannot be deleted.”
Deleting an agent cannot be undone.
Before you delete an agent, check whether a website assistant or a phone number uses it. See Website assistant and Phone numbers.

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The editor header

At the top of an agent’s editor:
  • The agent’s name (or “Your agent” if it has none), with “Voice assistant for your store” under it.
  • Agent ID: the agent’s full ID. Click it to copy it (a tick confirms; the tooltip reads “Copy agent ID”). This is the ID you paste into the website assistant embed code.
  • Preview (owners only): test the agent, see below.
  • Your plan, for example “Starter plan”. For information only.
  • The edit level badge: what you can change on this agent.
If you open an agent that does not belong to your account (for example from an old bookmark), you see a “not found” page.

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Testing an agent with Preview

Click Preview (owners only) to talk to the agent in your browser. The panel opens with the agent’s name in its title (“Loading preview…” while it loads).
1

Choose text or voice

Click Text or Voice. For voice, your browser asks for permission to use the microphone: “Voice uses your microphone, your browser will ask for permission.”
2

Start

Click Start text chat or Start voice call (“Starting…”). The status changes from “Not connected” to “Connecting…” and “Connected”. In voice, it shows “Agent speaking…” or “Listening…”.
3

Talk to the agent

In text, type in “Type a message…” and send (“Say hello to start.” while the chat is empty). In voice, just talk: the bottom of the panel shows “Agent is speaking…” or “Listening, just talk”.
4

End

Click End. Closing the panel also ends the session.
Good to know:
  • Preview talks to the real agent with its saved settings. Click Save changes first if you want to test a change.
  • Preview does not identify you as a customer logged in to your store, so store tools answer as they would for a guest. A guest gets an order’s details only by giving its order number with the billing email and postcode on it.
  • If something goes wrong you see “Could not start the preview.”, “Could not connect.”, “Preview error.” or “Conversation ended:” followed by the reason (“connection error” when no reason is given).

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Common questions

There is no plan limit. A limit applies only if RuleInside has set one for your account, and none is normally set.
Your main agent, marked Managed, is protected. Only agents you created can be deleted.
No. Calls already logged are kept. The agent itself cannot be brought back.
That is how the page works: it opens the agent you were last working on. To see the list, choose Manage agents… in the agent selector.
Not in the New agent dialog. Create the agent, then choose its voice in the editor. See Voice.
It marks your main agent, the one RuleInside set up for you. It does not by itself lock anything: what you can change depends on the agent’s edit level.
Only account owners see them. Ask an owner of your team.
In the agent’s editor header, click Agent ID to copy it.
Those pages follow the agent selector. Choose the agent you want in the Agent selector at the top of the page.