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Agent settings

Every Foan agent has a settings page split into tabs. This page is the canonical reference for what each tab does.

Open /dashboard → Agents → click the agent. The left rail shows the tabs.

Test call

Run a real call to your own phone in two clicks. Type your number, hit Call — Foan dials you within seconds. The agent uses the current draft of your greeting, voice, and system prompt — even unsaved changes go through.

Test calls are billed normally (a few pence per minute). Use them after every settings change. They're the fastest feedback loop in the product.

Settings

The Settings tab covers the basics that are easy to miss:

  • Name — internal label, e.g. "Sales line" or "Out-of-hours". Customers don't see it.
  • Use case — picks a template (Receptionist / Sales / Support / Customer Care). The template seeds your prompt and integrations. See Reception.
  • Status — active answers calls, paused doesn't.
  • Language — locks the model to one language. The Reception flow always greets and speaks in this language regardless of caller accent.
  • Max call duration — default 10 minutes. Hard cap so agents can't run forever.

Voice

Pick the voice your agent speaks in. The voice list is filtered to the language you chose in Settings. See Voices for the full picker behaviour, voice cloning, and pricing.

Press the play button next to any voice to preview a 5-second sample of it reading your greeting.

Greeting

The first sentence the agent says when it picks up. Two rules:

  • Keep it short — one sentence. Long greetings push callers into "uh, hi" territory.
  • Use placeholders — {business} becomes your business name; the agent substitutes the real value at call time.

Example: "Foan Tyres, this is Charlie — how can I help?"

Instructions

The system prompt. Everything about the agent's personality, what it should do, what it must not do, and how it should escalate. Foan generates a starting prompt from your website during signup; tuning it pays off.

Things worth pinning into the prompt:

  • A one-liner about the company and where it operates.
  • The top 3 reasons people call.
  • What the agent should never say (e.g. "We don't quote prices on the phone — book a survey instead").
  • Where to escalate (an email, a forwarded number, a Slack channel).

The Knowledge tab handles structured facts — see Knowledge base. Don't duplicate what's there into the prompt.

Integrations

The integrations specific to this agent — what it can read and write during a call. Different from the workspace-wide Integrations tab, which is where you connect the accounts.

Common per-agent integrations:

Toggle each one on per agent. The Sales agent and the Support agent often want different integrations.

Phone

Where the calls come from. Two paths, both documented in Twilio integration:

  • Foan number — provision a fresh Twilio number in any country.
  • Forward your existing line — keep your current number and forward unanswered calls to Foan.

This tab also lets you put a forwarding action on the agent itself: e.g. "if the caller asks for John, transfer them to +44…". The agent only forwards when its instructions tell it to.

Widget

A web widget that lets visitors call the agent straight from your website — no phone required. Drop the snippet on your site and you have a "Talk to us now" button that dials Foan with one click.

See Widgets for the embed code and styling options.

Last updated 7 May 2026