> ## Documentation Index
> Fetch the complete documentation index at: https://api.lawtte.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Build an agent in your dashboard

> A walk through the Agents page in your Lawtte dashboard: start from a template or describe an agent to the Agent Builder, test it on your real inbox, and go live.

Everything happens on the **Agents** page of your Lawtte dashboard. You'll find it in
the sidebar, or at `lawtte.ai/dashboard/<your firm>/agents`.

## Find your way around

| Tab | What's there |
| - | - |
| **My agents** | Every agent working for your firm and its status: Live, Test mode, Off, Draft, With the Lawtte team, or Needs setup. Filter by Running, Needs attention or Off & drafts. |
| **Templates** | Ready-made agents for your practice area. Open one, change what you like, launch. |
| **Build with the Agent Builder** | A chat where you describe an agent in your own words. |
| **History** | Every email your agents sent in the last 30 days, and replies where it reads your inbox. |
| **Settings** | Your channels, connected tools, house rules and the builder's name. |

Press **New agent** for either a **Receptionist** (answers your calls) or an
**Advanced** agent (sends emails, texts or calls).

## Start from a template

The fastest way in. Templates are grouped by **Send emails**, **Send texts** and
**Make calls**, and you see the ones that fit your practice. A few examples:

> [card] Demand received? follow-up
>
> Emails the adjuster every 5 business days until they confirm, up to 3 times.

> [card] Upload link nudge
>
> Texts a client 2 business days after you send an upload link, if nothing came
> back.

> [card] Appointment confirmation
>
> A text a few hours after you book, asking them to confirm.

> [card] Adjuster: confirm demand received
>
> An AI call that checks the demand arrived and asks when to expect a response.

Immigration, family law and estate planning firms also get templates of their own,
like RFE document follow-ups or mediation reminders.

Open a template and it becomes an editable draft. Change the wording or timing, then
press **Test mode first**. Want something different? Press **Change it with the
Agent Builder**.

## Or describe it

Open **Build with the Agent Builder** and say what you want, like you would to a
new paralegal:

> When we email a manufacturer asking for the signed release and they don't answer
> in 5 business days, follow up in the same thread. Up to 3 times. CC Karina.

The builder checks which of your inboxes, text lines and tools are connected, then
asks only what it still needs, often as tap-to-answer buttons. A **Blueprint** fills
in next to the chat as you go: the goal, what starts it, who it contacts, each step,
the wording, when it stops, and who hears about it.

> [!TIP]
>
> Use your own words for the wording and for the phrase that starts it. The builder
> copies them exactly.

## Test it, then go live

When the blueprint is ready, a launch card shows what it will do and runs an
**inbox check** (or **text line check**). That's a search of your real inbox or line
for the phrase that starts it, so you can see how many conversations it would pick
up.

**1. Launch in Test mode**

It watches your real threads and shows what it would send. Nothing goes out
until you press Go live.

**2. Look at what it would send**

Check the drafts on the agent's page. Change anything you don't like.

**3. Go live**

Confirm, and it starts sending by itself. Pause it, change it or put it back in
Test mode whenever you want.

If the builder still has open questions, the launch button waits. Answer them, or
choose **Launch with the settings shown**.

For call agents, Test mode only checks calls. Once the agent is live, your team
places each call from the agent's **Calls** tab.

### When it's more than an email, text or call

If your idea needs something the builder can't run by itself, like updating Clio
records or a weekly report, press **Send to build**. The Lawtte team picks it up,
and you follow it on the agent's page: With the Lawtte team → Building → Live.

## Make the builder yours

**Settings** has three tabs:

> [accordion] Channels
>
> Your inboxes, text numbers and calling numbers, and which one is the default for
> each. Templates and the builder use the default first, and any agent can still
> use another. Connect an inbox or get a texting number from here. See
> [email and phone numbers](https://api.lawtte.ai/agent-builder/email-and-phone-numbers.md).

> [accordion] Connected tools
>
> What your agents can read and update: Clio, CasePeer, Filevine, Lawmatics,
> HighLevel, Slack and more. Missing one? Request it from this tab.

> [accordion] House rules
>
> **Your agent builder:** give it a name (up to 40 characters), a picture, and a
> way of talking.
>
> **House rules:** rules every email and text agent must follow, one per line. For
> example, "Never text clients after 7pm" or "CC Karina on manufacturer emails".
> Everyone at the firm sees who changed them last. Connected apps like Claude and
> Grok Bot read these rules before they build, and can add to them when you tell
> them "always…" or "never…".

> [card] [Prefer to build from Claude or Grok Bot?](https://api.lawtte.ai/agent-builder/connect-your-ai.md)
>
> Connect your AI and do all of this from the chat.


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