Retell Chat Agent

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Overview

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Where to find it

1. Partner Portal → AI Agents (in the main sidebar)
2. Scroll to the Voice AI Agents section
3. Click the Retell Chat Agents card

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Import chat agents

1. Click Import Chat Agents (green button)
2. Authenticate with Retell if needed
3. Select agents to import
4. Confirm

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Create a widget

1. Open the agent’s actions menu
2. Choose Widget Management
3. Click + Create Widget to add a new widget, or copy an existing widget’s snippet from the list

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Embed code

<script src="https://cdn.retellai.com/chat-widget.js"></script>
<script>
  RetellChatWidget.init({
    agentId: "your-agent-id",
    position: "bottom-right",
    theme: {}
  })
</script>

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Custom variables

RetellChatWidget.init({
  agentId: "your-agent-id",
  retell_llm_dynamic_variables: {
    customer_name: "John",
    customer_id: "12345"
  },
  metadata: {
    source: "website"
  }
})

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SMS chat

1. Open the agent’s menu
2. Select SMS option
3. Enter recipient phone number
4. Send

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Webhook configuration

1. Open Webhook Settings
2. Toggle webhook enabled
3. Set mode (Manual or Automatic)
4. Enter your webhook URL

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Register with analytics

1. Open the agent’s menu
2. Click Register with Analytics

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Test the agent

1. Click Test Agent in the agent menu
2. Pick a Web Call (browser mic), Inbound Call, or Outbound Call test method
3. Send test messages / talk to the agent
4. Review responses

Inbound and Outbound Call methods require a phone number to be assigned to the agent in the Phone Numbers section.

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Edit or delete

• Edit Agent — modify name, description, customer mapping
• Map to Customer — assign to customer with profit multiplier (default 1.2x)
• Configure Metrics — set up analytics (requires customer assignment)
• Delete Agent — remove from portal

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Deletion modes

• Delete from Portal — removes from Knotie only
• Delete Everywhere — also deletes from Retell (coming soon)

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Access control

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Next steps

• AI Gateway — manage API access
• AI Usage — track costs and usage
• Agent Analytics — usage insights