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Wave Runner agents are built in three tabs: Model, Analysis, and Advanced. Go to Agents in the navbar and click New Agent to open the editor. Enter a name at the top. You can rename it any time.

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Model tab

The Model tab defines how the agent thinks, speaks, and behaves on calls. Opening greeting The first thing the agent says when a call connects. Write it the way a person would say it: “Hi, this is Alex from Riverside Dental. How can I help you today?” Agent instructions The system prompt. Write in plain language and be specific:
  • Who the agent is and what it is trying to accomplish
  • What to do when the caller is interested, hesitant, or asks to speak to a human
  • Any scripts, objection handling, or escalation rules
Specific instructions produce consistent calls. Treat this like onboarding a new employee: tell the agent exactly what a successful call looks like.
Agent settings Configure these in the Agent Settings panel on the right of the Model tab: Call management Expand Call Management at the bottom of the Model tab to configure:

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Analysis tab

The Analysis tab controls what the agent captures and evaluates after every call. Call summary Always on. The agent writes a plain summary after each call. Leave the prompt blank to use the default, or write a custom prompt to focus on what matters to you. Success evaluation Toggle on and write a specific success condition. The agent scores each call as successful or not based on your definition. Data capture Add structured fields the agent extracts from every call:
Click Common fields to add ready-made presets: First Name, Last Name, Email Address, Phone Number, Appointment Set, Budget, Follow Up Needed, Interest Level, Call Outcome.

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Advanced tab

Phone number Select the Twilio number this agent answers. If no numbers appear, import them first under Agents → Phone Numbers.
Each phone number can only be assigned to one agent at a time. Assigning a number that shows “(in use)” removes it from the previous agent.
Call behavior Call transfer Toggle on to enable cold transfer to a human agent. Set the destination number, the message the agent speaks before transferring, and the condition that triggers it.
Only cold transfer is available. Warm transfer is coming soon.
Privacy & recording
  • HIPAA compliant — Enterprise plans only. Enables secure handling of protected health information.
  • Audio recording — Records all calls. Accessible from the call history.
Messaging Toggle SMS auto reply to have the agent automatically respond to inbound SMS on the assigned number. Web widget Embed a voice widget on your website. Click Modify to configure the avatar, color, theme, position, CTA text, greeting, and allowed domains. Copy the iframe embed code and paste it into your site’s HTML.

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Saving and deleting

Click Save in the top-right corner. The agent is live immediately. If you assigned a phone number, it answers calls from that moment. To delete an agent, scroll to the bottom of the editor and click Delete Agent. Wave Runner permanently deletes the agent and all its data. This cannot be undone.

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Next steps

Voice settings

Detailed guide to voice, language, speed, and response style.

Knowledge base

Give your agent documents to reference during calls.