Agent Editor

Overview #

The Agent Editor is the main workspace for setting up your Agent. Here, you define:

• The flow (Path Steps)
• The content of each Step
• The logic that controls movement through the Journey

This is where your process is designed and managed.

Key Sections in the Agent Editor #

The Agent Editor is divided into several key areas:

1. Path Steps #

This is where you define the structure of your flow. You can:

You can:

• Add new Steps
• Arrange the order of Steps
• Edit or remove existing Steps

This section represents the full Journey the Candidate will go through. For details on available Step types, see the Steps Configuration Guide.

2. Step Configuration #

Each Step can be configured individually. You can:

• Define the Step type (Form, Text, Confirmation, etc.)

• Add content or forms
• Control what the Candidate sees

This is where the actual interaction is created.

3. Navigation Rules #

Controls how Candidates move between Steps by using the Options Step. You can:

• Create branching logic by using the Options Step
• Define conditions for progression
• Redirect Candidates based on inputs

This allows dynamic and flexible flows.

4. Reminders #

Automates follow-ups during the Journey. You can:

You can:

• Send reminders to Candidates
• Trigger actions after inactivity
• Keep Candidates progressing

5. Compatibility Match #

Evaluates Candidates based on defined criteria. You can:

You can:

• Set matching rules
• Score or filter Candidates
• Support decision-making within the flow

For configuration details, see Compatibility Match.

6. Additional Controls #

• Activating or deactivating the flow
• Managing Milestones (see Using Milestone)
• Adjusting Step order
• Switching views (e.g., Expanded View)

These help you manage and monitor your setup more effectively.

How It Works #

At a high level:

1. You create Steps
2. You organise them in a sequence
3. You define how Candidates move between them
4. The Agent runs this flow through the Runner

Why This Matters #

The Agent Editor is where your process becomes actionable. It allows you to:

• Design structured Journeys
• Control the Candidate experience
• Adjust flows as requirements change
• Test and iterate before going live

Related Pages #

• Steps Configuration Guide
• Compatibility Match
• Using Milestone
• Agent Testing and QA
• What is an Agent?