Create a Squad
Prerequisites
Before creating a squad, you need:- At least 2 published assistants
- Each assistant configured for its specific role
Steps
- Create your individual assistants first (e.g., Greeter, Specialist, Closer)
- Publish each one
- Use the Squads API to create the squad:
Configuration Options
| Field | Required | Description |
|---|---|---|
name | Yes | Descriptive name for the squad |
routing_strategy | Yes | sequential, parallel, or conditional |
assistant_ids | Yes | List of assistant IDs to include |
primary_assistant_id | No | Entry point assistant (first to handle calls) |
handoff_rules | No | Rules for transferring between assistants |
Example: Customer Support Squad
- Assistant 10 (Greeter) handles all incoming calls
- Billing questions route to Assistant 11
- Technical issues route to Assistant 12
- Urgent/complaint triggers escalate to Assistant 12
After Creation
The squad is automatically synced to the voice engine. You can then:- Assign it to a phone number (instead of a single assistant)
- Monitor its performance in the Sessions page

