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Why optimize

When you press to talk you test the paths you think of. Real callers do things you did not script - they hesitate, change their mind, answer the wrong question. Optimize generates a spread of simulated callers, runs the conversation against each, scores how often the agent reached its goal, and rewrites the weak checkpoints to fix what failed.
Optimize is powered by the builder engine’s generate_personas, simulate_and_score, and optimize_playbook tools. They are consent-gated - the agent proposes a run and you accept it; it never silently rewrites your work.

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How to run it

1

Trigger it

Use the Optimize action in the composer toolbar. The builder agent may also propose a run itself once your playbook looks functionally complete.
2

Watch the in-chat card

An Optimize run card renders right in the chat thread with a live round indicator (round 2/3 ●●○) and a goal score that animates up as rounds complete - e.g. 62% → 81%.
3

Review and apply

On finish, the hardened YAML lands in the Editor tab (“Applied to editor”). Re-open Preview and re-test.
Editor on the left with the booking playbook YAML; on the right the Agent panel shows a 'Run optimize_playbook?' card with Approve and Skip, a Test-run scorecard reading 100% Completion, 0% Data capture, 33% Smoothness, 0% Repairs, 100% Empathy, and a Voice LLM list (claude-haiku-4-5, gpt-4o-mini, gemma-4-31b-it, gpt-4.1-mini) with latency estimates.

The Optimize run - a consent-gated 'Run optimize_playbook?' prompt, the live Test-run scorecard (completion, data capture, smoothness, repairs, empathy), and the Voice LLM picker for the call

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Reading the card

The card has a Details | Preview toggle:

Details

The round-by-round trace and the top failures in plain language - “the agent skipped the callback-number checkpoint when the caller was in a hurry.”

Preview

The metric readout for the run (below), so you can see the score behind the animation.

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What gets measured

The v1 metric set reflects what the engine can honestly produce:
Coverage, guardrail, and knowledge-base-hit metrics are later milestones. The numbers you see today are real engine output, not estimates.

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Two ways it hardens the playbook

Auto (multi-round)

optimize_playbook runs several rounds, each time regenerating personas, re-scoring, and rewriting the checkpoints that failed. The score climbs across rounds until it plateaus.

Manual (propose / accept)

The agent proposes prose edits in normal chat - “I’d tighten the refund checkpoint like this” - and you accept or reject each one.
Give the optimizer a goal string to bias the run - e.g. “prioritize completing the sale in 8-10 turns.” Presets like this let you optimize for the outcome you actually care about, not just raw completion.

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When to stop

Stop when the goal-completion score plateaus and the top-failures list is empty or down to edge cases you are comfortable with. Do a final Press to talk pass in Preview to hear the hardened version, then ship it.

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Next step

Publish & share

Set visibility, share the agent by link, clone it, and generate an API key to take it live on a number.