Retell AI Conductor overview

Use Retell AI Conductor to build agents, improve analytics dashboards, investigate conversations, and open resources while keeping your work in context.

Conductor is Retell’s AI assistant for building agents, investigating conversations, and improving analytics dashboards. Ask for what you need in plain language, attach relevant context, and review proposed changes before applying them.

Use Conductor to build and test agents, inspect knowledge bases, investigate calls and chats, and analyze dashboards, QA results, or contacts. The functionality guides cover each workflow.

Conductor open beside Patient Screening (from template).

How to open Conductor

• From an agent: click Conductor in the agent builder toolbar.
• From Analytics and other dashboard pages: click Ask Conductor to open the panel alongside the page.
• From Home: start typing in the Conductor message box; no agent needs to be open.

Drag the panel’s left edge to adjust its width. You can also drag the floating Ask Conductor button along the bottom of the page to move it out of the way. Conductor stays available alongside open dialogs and detail panels.

Close the panel when you need more room; your conversation stays in history.

Starter suggestions change with the page you have open. Click a suggestion to fill the message box, edit it if needed, then send it.

Work across dashboard pages

Conductor is available on every dashboard page and uses the current page as context. You can attach other resources to compare agents or investigate conversations across your workspace.

Conductor’s replies can include navigation cards with a View button. Click View to open the resource and continue the same conversation there. For example, ask “Show unsuccessful calls from last week” to get a Call History link with those filters applied.

Click View to open the resource and continue your Conductor conversation there.

Cards can open agents and specific versions, filtered call or chat history, analytics dashboards with filters and breakdowns, or AI QA cohorts. Check the destination’s filters to confirm the selection.

Replies can also include inline links to individual calls, chats, and conversation-flow nodes. Click a call or chat link to open its details, or a node link to focus it in the agent builder, while keeping the conversation open.

Give Conductor context

Attach resources or files when your request concerns a specific item. They appear as context chips above the message box. For example, attach two appointment-booking agents and ask how they handle rescheduling differently.

How to attach context

1. Open the resource selector

   Click Add context (+) in the Conductor message box.

2. Choose resources

   Choose a category, such as Agents or Call History, then click an item to attach it.

   To attach several items from a category, click Multi-select, check the items, and click Save. Repeat for other categories as needed.

3. Review and send

   Check the context chips above the message box, type your request, and send it.

Choose several resources with Multi-select, then click Save.

Larger selections of the same resource type appear as a single chip with a count. Your sent messages keep their attachment chips, so you can see which context accompanied each request.

What can you attach?

The available categories depend on your permissions and the page you have open.

Category	What it provides	Availability
Agents	Agents to reference or compare.	Any page
Knowledge Base	Source metadata and indexing status.	Any page
Call History / Chat History	Conversations to investigate.	Any page
Analytics	An analytics dashboard to discuss.	Any page
AI QA	A cohort’s evaluation results.	Any page
Contacts	A contact and its conversation history.	Any page
Nodes	Conversation-flow nodes.	Conversation-flow agent
Test Cases / Testing History	Saved test cases and test runs.	Agent page, except custom LLM agents
Charts	Individual charts.	Analytics dashboard

With Conductor open in a conversation-flow agent, you can also click a node on the canvas to attach it.

For a targeted edit, attach the “Collect email” node and ask, “Make this step confirm the spelling back to the caller.” To investigate a failed test, attach its test case or run and ask what needs to change.

Select text anywhere in the UI

Highlight text anywhere in the dashboard to give Conductor context about what you’re reading. For example, highlight Voice & Language in an agent’s settings and ask, “Explain how this setting affects my agent.”

The selection appears as a character-count chip above the message box. Check that the chip appears before sending. If it says Selection too large, select a smaller passage.

Selecting Voice & Language adds a 16 characters chip to Conductor.

Select calls and chats from history

On Call History or Chat History, click Select, check the conversations, and open Conductor. The selected rows appear as context chips. Ask, for example, “What do these conversations have in common?”

Two calls selected from the Patient Screening template agent’s history.

See Review calls and chats for the full workflow.

Attach files

Click the paperclip in the message box to upload files, or drag and drop files directly into the message box. You can also paste an image from your clipboard.

Supported file types: images (JPG, JPEG, PNG, GIF, WebP), PDF, and text-based files (TXT, CSV, HTML, HTM, MD, RTF, JSON).

Limits: up to 10 files per message, each 50 MB or smaller (as of September 2026). Conductor identifies files it cannot attach because of their type, size, or the file-count limit.

For example, attach your appointment policy and ask Conductor to use it when refining your agent.

Review proposed changes

Conductor previews proposed agent and dashboard edits for your review. Compare the current and proposed values, accept or reject each change, then submit. See agent change review or dashboard proposals for the steps.

If a proposal belongs to another page, click Open this agent or Open this dashboard to review it there.

Follow a guided walkthrough

Ask Conductor how to do or find something in the dashboard, such as “Show me where to change this agent’s voice.” Conductor can start an interactive walkthrough that highlights the steps on the page. Follow the highlighted instructions to complete the task.

A guided walkthrough locates the voice control in a template agent’s settings.

Depending on your question, Conductor may answer directly or ask for more detail before starting a walkthrough. If a walkthrough is unavailable or cannot start, it offers another way to help.

Manage your conversations

Your conversation history is shared across dashboard pages, so you can reopen a chat and continue where you left off.

Start a new conversation

Click New chat at the top of the panel when you switch tasks. The previous conversation stays in history.

Start a new chat, reopen history, or close the panel from its header.

Open your chat history

Click History to reopen a conversation. On Home, use the searchable Conductor History panel. Current Page marks chats last used on the page you have open.

Conductor restores your most recent chat when you reopen the panel. If its last message was sent elsewhere, Last used on links back to that page with the conversation open.

Rename or delete a conversation

Open the conversation title menu and choose Rename chat or Delete chat. Enter a new title and press Enter, or confirm deletion when prompted. You can also hover over a history entry to open its rename/delete menu. Deletion cannot be undone.

Give feedback

Click Helpful (👍) or Not helpful (👎) on a reply. After Not helpful, describe what you expected and click Submit, or choose Skip to leave only the rating. Click a selected thumb again to clear it, or choose the other thumb to change it.

Copy a conversation ID or link

Open the conversation title menu and click Copy chat ID to identify it for support.

When you open a resource through a reply’s navigation link, the destination URL includes the conversation. Copy that URL to revisit the same resource and chat, or share it with a teammate who has workspace access.

What happens to long conversations?

Conductor automatically condenses earlier context in long conversations. You may briefly see Condensed conversation context in its activity. Continue in the same chat after condensation, or start a New chat for a different task.

Pricing

Conductor includes a daily free message allowance. Workspace admins can enable pay-as-you-go and set a monthly spending limit. See Pricing for allowances, reset times, and billing details.

Where to go next

Build and refine agents

Create and refine agents, configure functions, and review changes.

Test and improve agents

Create test cases, run simulations, and investigate failures.

Inspect knowledge bases

Inspect sources, indexing status, and agent associations.

Review calls and chats

Find conversations and investigate transcripts, tool calls, and outcomes.

Build analytics dashboards

Build dashboards, discuss charts, and review analytics changes.

Review QA results

Inspect cohort trends and check individual call evaluations.

Review contacts

Find contacts and review their conversation history across agents.