Already have an agent?
Use this section when you have a live agent and need to make a targeted change — updating a topic, changing a voice, fixing a function, or adjusting a behavior. Each guide is scoped to a single task.
Drive most maintenance through Studio Assistant (Beta). Project admins on enterprise clusters can ask Studio Assistant in natural language to update topics, tweak flows, rewrite welcome messages, or fix a behavior that surfaced on a real call. Every change lands on a branch you review before merging — see the prompting guide for patterns that work well. Access is admin-only during Beta — see Role permissions.
Quick decision guide
Core maintenance tasks
Additional resources
Typical workflows
Daily (5-10 minutes)
- Check overnight metrics
- Review recent calls
- Verify critical functions
- Address urgent issues
See: Health checks
Weekly (30-60 minutes)
- Run Smart Analyst deep sampling to surface the week’s trends and failure patterns across hundreds of conversations
- Update FAQs content based on Smart Analyst insights
- Sync Sources sources
- Fix identified issues
- Publish and promote changes
See: Smart Analyst, FAQs, Performance monitoring
Monthly (2-4 hours)
- Use Smart Analyst for a deep sampling review – analyze containment blockers, handoff reasons, and sentiment trends across the full month
- Optimize functions and performance
- Update voice and audio settings
- Address knowledge gaps identified by Smart Analyst
- Test and validate improvements
See: Smart Analyst, Voice and audio
When in doubt, use your environments carefully. Make any changes in the Sandbox, test thoroughly, and only then promote up to Live.

