1. What "Rebuild My Agent" Actually Does
Rebuild Stages:
1. Knowledge Summary: Reads new files and website pages into the agent's knowledge summary
2. Instructions: Rebuilds the agent's instructions from its knowledge, capabilities and settings
3. Live: The next conversation uses the updated agent
Rebuild Types: Summary (knowledge changed), Instructions (capabilities changed), or Full (both)
Total: from under a minute to several minutes, depending on knowledge size
What Changes: Agent's knowledge, capabilities, and behavior
What Doesn't Change: Name, greeting, voice (those are instant with Save)
2. When You MUST Rebuild
- Upload new file → Click "Rebuild My Agent"
- If you don't rebuild: Agent won't know new information
Scenario 2: Crawled Website
- Crawl new pages → Click "Rebuild My Agent"
- If you don't rebuild: Agent has old website info
Scenario 3: Added New Capability
- Add "Schedule Appointment" → Click "Rebuild My Agent"
- If you don't rebuild: Capability appears but agent can't use it
3. When You Should NOT Rebuild (Just Save!)
- Edit greeting text → Just click SAVE button
- Changes are instant (0 seconds)
Scenario 5: Changed Voice
- Switch from Grace to Sophie → Just click SAVE
- Next call uses new voice immediately
Scenario 6: Changed Business Name
- Update name → Just click SAVE
- Agent says new name immediately
Scenario 7: Added a Refinement Rule
- Add a rule in Refinement Instructions → Save
- Applied automatically, no rebuild needed
Rule of Thumb: Changed what agent KNOWS → Rebuild. Changed what agent IS CALLED → Save.
4. Quick Reference Table
Uploaded new file | YES | Minutes
Crawled website | YES | Minutes
Added capability | YES | Minutes
Changed greeting | NO | Instant
Changed name | NO | Instant
Changed voice | NO | Instant
Changed tone | NO | Instant
Added refinement rule | NO | Instant
Quick Rule: Knowledge/capabilities = Rebuild. Everything else = Save.
