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Overview

With draft mode, supported changes in a voice or chat assistant’s wizard are first collected as a draft and only applied once you click Save. This lets you make several adjustments at your own pace, review them, and activate them together - or discard them. If draft mode is disabled, changes are applied immediately as usual (each change is saved individually).
Draft mode is an account-wide setting - it applies to voice and chat assistants and all members of your account, not per assistant.
A draft is preserved when you reload the page or reopen the wizard later. It only disappears once you save or discard it.

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Enabling or disabling

1

Open AI Assistants

Open the overview of your AI Assistants in the sidebar.
2

Select the Settings tab

Switch to the Settings tab at the top.
3

Flip the toggle

Enable Draft mode. To turn it off, simply flip the toggle again.

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How it works

With draft mode enabled:
  • Supported changes in the wizard initially land in the draft - the active agent remains unchanged.
  • A bar with Save and Discard indicates that there are unsaved changes.
  • Save applies all changes in the draft to the active agent at once.
  • Discard deletes the draft and restores the last saved state.
  • The draft is per user: other members of your account do not automatically work in your open draft.
A draft is not active for real calls or chats until it has been saved. Only after Save does the change take effect on new conversations.

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Which changes are collected?

Draft mode covers important settings in the wizard. Which ones are visible depends on the assistant type:
  • AI instruction / prompt - the main prompt you use to describe the agent’s behavior, tone, and tasks.
  • Initial greeting - the first message the agent uses to start a conversation.
  • Knowledge base selection - the data sources available to the agent for answers.
  • Voice assistants only: voice and audio settings as well as call settings.
  • Chat assistants only: response style and chat history retention.
Not every feature in the product is part of draft mode. Some areas, for example tools or post-processing for voice assistants, have their own save flows. Draft mode primarily protects the settings changed directly in the wizard that influence the assistant’s behavior.

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Example

You want to rework an agent’s greeting and prompt - as a batch, instead of going live immediately after every adjustment:
1

Open the wizard

Open a voice or chat assistant in the wizard (draft mode is active).
2

Make several changes

Adjust, for example, the prompt and the greeting. The changes accumulate in the draft, and the Save / Discard bar appears.
3

Review and apply

Review your adjustments. With Save, they become active together - with Discard, you return to the previous state.
Especially handy for larger changes: you review everything together before it takes effect for real calls or chats.

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Frequently asked questions

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Does a draft affect real conversations?

No. Until you save the draft, the active assistant remains unchanged. Calls and chats continue to use the last saved state.

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What happens if I reload the page?

The draft is preserved. When you reopen the wizard, you still see the unsaved changes and can save or discard them.

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Can other team members see my draft?

No, the draft belongs to your user. As soon as you save it, the changes take effect on the active agent and then apply to everyone.

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Can I discard only individual changes?

Currently, the draft is discarded as a whole. If you choose Discard, all unsaved changes in that draft are reset.