Managing AI Agents

The AI Agents view is the main screen of the UC AI Voice Assist App. It shows all agents assigned to your account and provides tools to create new agents, edit existing ones, and manage agent settings.

Agent List

The agent list displays all AI phone agents with two columns:

Account: The agent's name

Extension: The phone extension assigned to the agent (if applicable)

The list is sortable by clicking the Account column header. A downward arrow indicates the current sort direction.

Searching Agents

Use the search bar at the top of the agent list to filter agents by name, extension, site, or description. Type your search term, and the list will filter in real time.

Agent Row Actions

Each agent row displays action icons on the right side when you hover over it:

• Integrations (gear icon): View and configure available integrations for this agent
• Usage Analytics (magnifying glass icon): View usage metrics and call statistics for this agent
• Test (horn icon): Open a WebRTC test client to have a live voice conversation with the agent
• Edit (pencil icon): Open the agent editor to modify settings and configuration
• Delete (red X icon): Remove the agent permanently

Agent Row Actions

Integrations (Gear Icon)

The Integrations view shows available third-party integrations that can be connected to the agent. Click on any integration to configure it.

Integrations (integrations are subject to change) :

• Google Calendar: Connect your Google account to manage your calendar
• Outlook Calendar: Connect your Outlook account to manage your calendar
• ModMed: Connect to ModMed EHR for patient scheduling and management
• Model Context Protocol: Connect to external MCP servers for extended capabilities

Usage Analytics (Magnifying Glass Icon)

Opens the per-agent Usage Analytics page, which displays:

• Voice Minutes: A chart showing minute consumption over time
• Call count: Total number of calls handled
• Average duration: Average call length

Test Agent (Horn Icon)

Opens a built-in WebRTC test client that allows you to have a live voice conversation with the agent directly from your browser. Click Start Conversation to begin speaking with the agent and test its behaviour.

Edit Agent (Pencil Icon)

Opens the agent editor. See the Editing an Agent section below for details.

Delete Agent (Red X Icon)

Removes the agent. You will be prompted to confirm the deletion.