Advanced topics

This section covers specialized configurations and deeper customizations beyond the core development workflows. These topics assume familiarity with the Core Concepts, Agent Framework Deep Dive, and Building with the Platform sections.

Articles in this section

Article	Description
Outbound calling	Set up and run AI-initiated outbound call campaigns. Covers lead list management, call instructions, voicemail detection, and call outcome tracking via Google Sheets.
Instant callback agent	Trigger immediate AI Employee outreach when a user submits a web form. Covers webhook setup, `external_request` payload format, and available callback actions (SMS, email, call, meeting).
Multi-location agent configuration	Configure a `MultiLocationAgent` to route users to the correct location-specific AI Employee based on ZIP code or service area validation.
Lead nurture system	Build automated lead nurture sequences using the Lead Nurture module, timer-based follow-up scheduling, and `EnableFollowUp()` / `DisableFollowUp()`.
Broadcast conversations	Send outbound messages to multiple personas simultaneously using `CABroadcastConversationFlow` and the `broadcast_analyze_conversation` event.
Assessment and scoring	Understand and configure automated conversation scoring — OSS, CSS, LSS, ASR formula, and success classification using `CAAssessmentFlow`.
User management in flows	Configure cross-channel persona unification, actor merging, and the `CAUserManagementFlow` for managing user identity across voice, chat, and SMS.
Debugging agent execution	Diagnose and fix incorrect, unexpected, or broken AI Employee responses using the three-step prompt analysis method.
Version control and deployment	Manage agent versioning, project stages (`lead` vs. `production`), NAF module deployment, and the auto-update system.