New to Studio? Start with the Studio overview, or follow Create your first agent if you do not have an agent yet.
The quick actions
Most day-to-day work is one sentence. Type it (or dictate it with the microphone), and Alex shows you a review card before anything changes.Alex reviews, never acts silently
This is the rule that makes Studio safe to work in quickly: Alex proposes, you approve. Every change Alex is about to make appears on a review card first, in plain language, so you always see what will happen before it happens. Nothing is edited behind your back.1
You ask
Describe what you want in the chat. You do not need to know the exact field or setting.
2
Alex explains and proposes
Alex restates what it understood and shows a review card with the exact change.
3
You approve
Approve the card to apply the change, or refine your request and try again. Nothing changes until you approve.
Destructive actions ask for more than a click. To delete an agent, you type confirm to go ahead. This is deliberate friction, so nothing important disappears by accident.
Your agent’s North Star
Every agent has one objective it always keeps in view. This is its North Star: the single thing the agent is there to do, such as “book qualified demos” or “answer support questions and hand off anything it cannot resolve.” The North Star is the lens Alex checks new instructions against. When you ask to edit the instructions, Alex weighs the change against the objective, so later tweaks refine the agent without quietly pulling it off mission. You can restate the North Star at any time by telling Alex the agent’s goal has changed, and it becomes the new lens for everything after.The full menu of what you can ask
Anything you can do to an agent, you can ask for in plain language. Here is the fuller set, grouped by what you are trying to get done.Build and edit
Build and edit
Instructions and knowledge are how you shape what the agent says and knows. Both go through a review card, and instruction edits are always weighed against the North Star.
Tools and connectors
Tools and connectors
Tools are the built-in abilities you switch on or off. Connectors link the agent to your apps, such as your calendar and email, so it can act on your behalf during a call.
Campaigns and automations
Campaigns and automations
Campaigns put the agent to work outbound, and automations handle the follow-up. As with everything else, you see the plan on a review card before it runs.
Testing
Testing
After a test call you get an automatic summary, a quality score, and recommended next steps, so you know exactly what to tune before going live.
Analytics
Analytics
You can review performance and call history from the chat, in the same place you build and edit.
Delete
Delete
Deleting is the one action that asks you to type confirm. It cannot happen from a single stray click.
When to open the settings drawer
The chat handles almost everything, and for most people it is all they ever need. When you want to edit fields directly, a settings icon opens a drawer with everything about the agent in one place, organized into sections for power users.Profile
The agent’s name, voice, and phone numbers, edited as fields.
Tools
The full list of built-in tools, each toggled on or off directly.
Connectors
The apps the agent is linked to, managed in one view.
HTTP Tools
Custom tools for teams wiring the agent into their own systems.
Knowledge
Everything the agent knows, added, edited, or removed directly.
Widget
The settings for embedding the agent on your website.
Instructions are not a section in the drawer. You always give the agent its instructions in the chat, so every wording change stays weighed against the North Star.
On the free plan you work with a single ongoing chat and shape your agent entirely through it. Paid plans add multiple saved chats, the ability to create more agents, and the in-browser and phone test tools.

