# Configure your agent (/docs/dashboard-guides/configure-your-agent)

> Configure the conversational flow for your agent. Sections, instructions, welcome message, and best practices.











The Conversational Flow section allows you to create structured instructions
for your agent, defining how it should handle different parts of a
conversation and what actions it should take.

<img alt="Overview of conversational flow" src="__img0" />

<Steps>
  <Step>
    ### Key benefits [#key-benefits]

    * Guide your agent through complex conversation scenarios
    * Ensure consistent handling of specific topics
    * Create a logical flow for multi-step processes
    * Provide detailed instructions for specialized tasks
  </Step>

  <Step>
    ### Section management [#section-management]

    Manage different stages of the conversation by creating, reordering, or
    removing instruction sections.

    * **Add sections**: Create new instruction blocks for different conversation stages
    * **Reorder sections**: Drag and drop to change the sequence of instructions
    * **Remove sections**: Delete unnecessary instruction blocks

        <img alt="Section management" src="__img1" />
  </Step>

  <Step>
    ### Section configuration [#section-configuration]

    Customize the content and behavior of each section in the conversational flow.

    * **Section title**: A descriptive name for this conversation stage
    * **Instructions**: Detailed guidance for how the agent should handle this part of the conversation

        <img alt="Section configuration" src="__img2" />
  </Step>

  <Step>
    ### Welcome message [#welcome-message]

    You can add or edit the welcome message from the conversation flow section.
    The welcome message is currently static.

        <img alt="Welcome message" src="__img3" />
  </Step>

  <Step>
    ### Plan your conversation structure [#plan-your-conversation-structure]

    Before adding sections, outline the key stages of your ideal conversation,
    such as Introduction, Information gathering, Problem solving, and Conclusion.
  </Step>

  <Step>
    ### Create sections for each stage [#create-sections-for-each-stage]

    Add a section for each conversation stage with clear, descriptive titles and
    detailed instructions for the agent.
  </Step>

  <Step>
    ### Provide detailed instructions [#provide-detailed-instructions]

    In each section, include what information to collect, how to respond to
    specific questions, when to move to the next stage, and any actions to take
    (e.g., scheduling or data collection).
  </Step>

  <Step>
    ### Test and refine [#test-and-refine]

    After setting up your flow, test conversations to ensure the agent follows
    instructions. Refine sections based on user interactions and add new ones as
    needed.
  </Step>
</Steps>

## Best practices [#best-practices]

* Write instructions in clear, direct language
* Include example responses for complex scenarios
* Specify exactly what information to collect
* Provide fallback instructions for unexpected situations
* Keep sections focused on specific conversation stages

## Pro tips [#pro-tips]

* Start with fewer sections and add more as needed
* Use the drag-and-drop feature to optimize conversation flow
* Review conversation recordings to identify areas for improvement
* Update your flow regularly based on common user interactions