Configuring Channels

The building blocks shared by every channel: instructions, abilities, testing, and the draft-and-publish lifecycle.

Every Channels, whether Chat, Email, Phone, SMS, or Product Demo, is built and run the same way. You write its instructions, give it abilities, test a draft, and publish when it's ready. The pages here cover those shared building blocks once, so each channel page can focus on what's specific to its channel.

Every channel is built in the same split-screen editor: instructions on the left, testing on the right.

Building block	What it does
AI Instructions	The natural-language prompt that defines how the channel behaves.
Abilities	Tools the channel can use mid-conversation (calendar, transfer, media, and more).
Testing	A built-in interface and automated Simulations to validate a draft.
Saving & Publishing	A private draft and a single live version per channel.
A/B Testing	Duplicate a channel into variants and split traffic to optimize conversion.

Not every channel supports every ability. Chat and Phone have the richest toolsets, while Email and SMS operate on text alone. Each channel page covers what's specific to that channel.

The lifecycle

The same loop applies to every channel:

1. Write its AI Instructions and configure its Abilities.
2. Test the draft in the built-in interface or with automated Testing, using Ask Spara to diagnose and refine.
3. Publish when you're satisfied. See Saving & Publishing. Leads only ever interact with the published version.
4. Optimize by running an A/B Testing between variants.

Ask Spara

The fastest way to build and refine a channel is with Ask Spara, the AI assistant built into the platform. It opens in a panel right beside the editor, so you can get help without leaving your work.

While configuring a channel, use Ask Spara to:

• Draft and rewrite instructions — describe what you want the channel to do and let it write or revise the prompt for you.
• Diagnose behavior — ask why the agent replied a certain way in testing, or point it at a specific message to debug.
• Audit the prompt — check for gaps, conflicts, or missing scenarios before you publish.

Every suggested change appears as an edit card you review and apply to your draft, so nothing goes live until you publish. Spara recommends keeping Ask Spara open whenever you configure a channel — it turns prompt-writing from a blank-page problem into a conversation. See the full Ask Spara page for everything it can do across the platform.

Knowledge and analytics

Two more things are shared by every channel, with no per-channel setup required:

• Knowledge: channels draw on your Knowledge base (scraped webpages, uploaded documents) to answer factual questions about your product.
• Analytics: every channel automatically tracks its conversion metrics in Analytics.