PioAgent Admin

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What role do you need to fill?

Pick the closest match — you can customise everything after.

Give them a name and a job

Think of this like writing a job posting for a new hire.

Their name

What's their job? (one line)

How should they speak to people?

This sets their tone in every conversation.

😊

Friendly & warm

Approachable, uses first names, puts people at ease

💼

Professional & precise

Formal, accurate, reassures with detail

⚡

Direct & efficient

Gets to the point, minimal small talk, respects time

🤝

Empathetic & patient

Listens carefully, validates feelings, never rushes

Language

Set a few ground rules (optional)

What should they never do or say? Add as many as you need — you can always change these later.

Meet your new hire

Here's a summary before we bring them on board.

Where will people reach them?

📞 Voice ✓

💬 WhatsApp soon

✉️ Email soon

📱 SMS soon

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Create Playbook

1

Who is this agent? Give it a name and a one-sentence mission

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Agent name

One-sentence mission

2

What information do you need from people? List what the agent should ask for

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3

What should happen next? After collecting info, what does the agent do?

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Click an action to add it to the flow.

4

Any rules the agent must follow? Prohibitions, approval gates, conversation limits

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The agent must never...

Limit conversations to (max tokens per run)

5

How will people reach this agent? Enable voice, chat, or other channels

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Voice

Language

Welcome message

Chat

Welcome message

Email Coming soon

Inbound email processing with automatic triage and response.

WhatsApp Coming soon

WhatsApp Business API messaging channel.

Ready to deploy

Playbooks

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Connectors

Connect your apps and services. Workers use these to read data, take actions, and send notifications.

Worker Templates

Ready-to-deploy workers for the most common business tasks. Customise in minutes — no code needed.

Channels

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Voice Test

Select Workflow

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Or enter Workflow ID

Disconnected

Microphone

Playback queue

Transcript will appear here once connected.

Chat Test

Select Workflow

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Collected Fields

No fields collected yet.

Runs

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Evidence

Select Run

Workflow

Select a run to view evidence.

Audit Trail

Select Run

Filter Event Type

Select a run to view its audit trail.

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Edit Workflow

Collection Fields

System Prompt

Voice Settings

Policies

Create Playbook

Ready to deploy

Playbooks

Connectors

Worker Templates

Channels

Configure Channel

Voice Test

Chat Test

Conversation

Collected Fields

Runs

Run Details

Admin Input Required

Node Messages

Evidence

Audit Trail