Until you publish, nothing you set up reaches a caller. Publishing puts your agent on the website widget and your hosted page, and on your phone number once one is connected.
- Open the last wizard step, Review and publish.
- Read the summary: the agent's name, the exact line it Greets callers with, Voice and tone, Opening hours, Closed on, Knowledge, and what it Answers on.
- If a yellow note says the agent cannot book anything yet, follow its link to add services (or a person or room on the Bookings page).
- Press Publish this business.
- Wait while the page says it is putting your agent live. The page updates itself, and the heading changes to Your agent is live.
You can also publish from any Agent tab: while the agent is a draft, a Publish button sits at the top.
What the status means
- Draft: nothing here reaches a caller until the first publish.
- Going live or Publishing: in progress. Leave the page open; it updates itself.
- Live: the agent is answering.
- Live · edits unversioned: you have saved changes since the last saved version. They already reach callers within a minute.
Changing things after you are live
Edit any tab and press its save button; the live agent follows within about a minute. Press Save a version at the top of the Agent page to keep a restore point, and use See what changed to review your edits first. Versions are listed under Agent › History; restoring one is covered separately.
Not live on the phone until a number is connected
Publishing makes the agent available, but a phone only rings it once a number is connected under Integrations. The review screen's Answers on row tells you where the agent stands.
Do I have to pick a paid plan to publish?
No. The Plan step has a Skip for now → button, and a workspace on Free can publish and answer calls on its website. See what the Free plan includes.
Who can publish?
Owners, Admins and Managers. Other roles see Draft but not the button.