> ## Documentation Index > Fetch the complete documentation index at: https://docs.callers.ai/llms.txt > Use this file to discover all available pages before exploring further. # Agent Steps > This guide provides detailed instructions on how to personalize the dialogue and questions in each node of your agent script within the Callers platform. ### **Add Call Steps** * Click the `New Step` button to begin adding steps that the assistant will follow during the call. Adding a call step
Call step added ### **Schedule Meetings** * Press the `Schedule a Meeting` button. * For scheduling, connect to Cal.com through the integrations tab. * Before offering time slots from your account, decide on the content for the assistant to say. * Choose the relevant event from the dropdown. * Define how many days in advance clients can schedule meetings by setting the *Schedule days ahead* field. We recommend not to use more than 14 days in advance. * For scenarios when no time slots are available, configure how the assistant should react: * **Avoid Calling**: Select this option to prevent the assistant from making calls when no slots are available. * **Use Fallback Phrase**: Choose this option to have the assistant use a fallback phrase. Upon selection, a text field will open where you can insert the specific sentence the assistant should say. Scheduling a meeting from a step **Note**: that to add this step, you need to have an **`Email`** for each contact. ### **Call Forwarding** * Press the `Call Transfer` button. * Enter a *Call Transfer Phrase* in the provided text field. This phrase will be spoken by the assistant before the call is transferred. * Specify the phone number to which the call will be transferred. **Ensure to include the country code.** * Choose whether the Caller ID for the forwarded call will be the agent's number or the contact's number. ### **Warm Transfer** * Use this option to play a **summary message** before transferring a call to another agent. This helps the next agent be prepared for the conversation (warm transfer). * API Endpoint: [`POST /call/{sessionId}/warm-transfer-summary`](https://api.callers.ai/docs#/call/play-warm-transfer-summary) * Required: * `Authorization` header with your API key. * `sessionId` of the call to play the summary for. * Optional: * `x-sub-organization-id`: If using sub-organization accounts. * `agentOnly` (boolean): If set to `true`, only the agent will hear the summary. The **Warm Transfer Summary** is designed to improve customer experience by giving the receiving agent context before connecting them with the caller. Forwarding a call with a step ### **Setup SMS** * Press the `SMS` button. * Add a phrase for the assistant to say before sending an SMS and set the content of the SMS in the SMS Template. Setting up an SMS within a step ### **End Call** * Press the `End Сall` button. * Add a phrase for the assistant to say before ending the call. Setting up an end call ### **Editing Steps** * **Reorder Steps**: Long press and drag a step number to change the order. * **Step Options**: To manage the content of a step, click the buttons on the right. You can: * **Play**: Hear how the sentence will be said. * **Rephrase**: Generate a new version of the sentence. * **Delete Step**: Remove the step from the script. You can play, rephrase and Delete each step Variables can be added to the script for dynamic customization. See [Agent Variables](/documentation/build-your-agent/agent-variables) page for more details.