You are an admin of your organization and delete any AI agent, or you are an advisor and delete one of your own AI agents.
1. Open the menu
Open Manage › AI agents and click … on the AI agent's row. If you already have the AI agent open, you also find … at the top of the editor, to the right of Save.
2. Check who takes over the calls
If the AI agent answers calls on a number, the menu says above Delete AI agent who answers them afterwards ("Calls on … will be answered by …"). Usually that is the default agent of the advisor the AI agent works for. If the AI agent answers no number, nothing is shown there.
3. Confirm the deletion
Click Delete AI agent. The item turns into Really delete? This cannot be undone. Click it again. The AI agent disappears from the list, and its numbers go to the AI agent from step 2. If you were in the editor, you land back on the list.
Frequently asked questions
The reason is shown right under the item. There are three:
- It is a default agent. An advisor's default agent is marked Default in the list. You cannot delete it.
- It is your organization's last AI agent. Without it, nobody would answer your calls.
- It answers calls on a number, and there is no default agent you can hand it to. The number needs an AI agent to take over its calls.
Only as an admin. As an advisor, you delete only your own AI agents. Other advisors' AI agents have no … menu.
They stay where they are. Each call still shows that this AI agent answered it.