Agent Assist Moments are phrase-triggered cards that surface live suggestions to human agents during a call. The configuration page is available at /agent-console/assist (supervisor) and /dashboard/agent-assist (admin). The cards themselves are rendered to the agent by the Agent Assist panel in the call panel, which listens for copilot.tip messages over the LiveKit data channel during a live call.

Access

The page redirects unless the user is admin, super_admin, or supervisor. It is a two-pane layout: a searchable moment list on the left and an editor on the right.

Moment list

The moment list loads all moments. Each row shows the name, a meta line (category · speaker · N phrases), and an enabled status dot. Search matches across name, category, speaker, suggestion, and trigger phrases.

Editor fields

FieldNotes
Namerequired
Categorygeneral, compliance, payment, objection, escalation, script
Speakercustomer, agent, both — whose speech is matched
Priority0–1000
Cooldownseconds between firings
Max per call1–20 (clamped)
Enableddrafts stay inactive until enabled
Once per callfire at most once
Compliance requiredflag
Card titleshown above the suggestion
Descriptioninternal note for supervisors
Languagesone code per line, blank = all
Trigger phrasesone per line; multilingual supported (required)
Do-not-trigger phrasessuppress on these phrases
Agent suggestionthe text shown to the agent (required)
Trigger phrases and the suggestion are required; phrase lists are normalized line-by-line (trimmed, de-duplicated case-insensitively).

Saving and lifecycle

ActionAPI
CreatecreateAgentAssistMoment
UpdateupdateAgentAssistMoment
Toggle enabledupdateAgentAssistMoment with enabled
DeletedeleteAgentAssistMoment (confirm)
A moment fires only when its speaker, language, and trigger phrases match and no do-not-trigger phrase is present, subject to cooldown, once-per-call, and max-per-call limits. The matched card is what appears in the agent’s Agent Assist panel during the call.

Agent console

Where moment cards appear to the agent.

Settings

Enable Agent Assist and choose its STT/LLM providers.

Agent Assist (CXB API)

The copilot pipeline and matching server-side.