Circle Agent Trainer
Configure your AI support assistant
Features
Turn each thing the bot can do on or off — applies to chat and phone

When a feature is off, the bot declines that kind of request right away — before asking for any information. Use this to launch gradually.

General Questions
Policy questions, contact info, plans, and other general help.
Subscription-Specific Questions
Looking up a customer's own account — plan, status, billing, address.
Missed Deliveries
Reporting a missed, late, or damaged magazine.
Phone: transfer / escalation number
When a call needs a person — the caller asks for one, the 3-in-90-days credit limit is hit, a disabled feature is requested, or the agent can't resolve it — the phone agent transfers the call to this number. Leave blank to disable transfers.
Requires Deploy → Phone to take effect on calls.

Chat changes take effect immediately (customers may need to reload the widget). Phone changes require a Deploy → Phone to update the assistant.

Import / Export
Back up your configuration or load a saved one

Export saves all your training — identity, knowledge, FAQs, and behavior rules — to a file on your computer. Import loads a previously exported file back in.

🙋
Agent Identity
💰
Pricing
🚚
Delivery Info
ℹ️
Extra Knowledge
💬
Frequently Asked Questions
Drag FAQs into folders to organize
🎚
Tone Sliders
😊 Friendly👔 Professional
Slightly Friendly
⚡ Brief📖 Detailed
Mostly Brief
🛡
Agent Rules
✏️
Custom Instructions
Add specific rules one at a time
No custom instructions yet.
💬
Chat History
All customer conversations with AI grading
No chats yet.
From
To
Channel
Courier
🌧
By Reason
Reports that got a credit or redelivery
🎯
Resolution
How interactions ended
📋
All Outcomes
Includes ineligible / referred
🔍
Lookup Friction
Account-find success by method
📦
By Courier
Damaged vs not-received
🏷
Conversations by Label
Chat topics
📈
Trend Over Time
Reports handled per day
Notes: Analytics cover interactions since event logging went live (they don't back-fill older history). "Reports" counts only interactions that received a credit or redelivery. "Referred to CS" reflects outcomes where the bot pointed the customer to a human; a caller simply asking for a rep mid-call is handled on the phone side and isn't counted here. "Conversations by label" is captured for chat; phone/website interactions appear mainly as missed-delivery.
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Redelivery Requests
Submitted redeliveries — export the current week's CSV for the courier
No redelivery requests this week.
💳
Credit Log
Billing extensions issued for missed deliveries
No credits issued yet.
🚩
Failed Redeliveries
A redelivery was on file, but the customer said it still never arrived
None recorded.
📞
Call Logs
Phone call recordings, transcripts, and summaries
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🌐
Website Form Submissions
Missed-delivery reports submitted through the website form
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