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An Agent is an AI assistant configured for a specific use case. Each Agent has its own knowledge, behaviour, channels, actions, and performance history.

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What you will learn

  • What you can manage from an Agent page
  • How Agent status affects editing and launch
  • How to choose the next guide for your setup task

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Agent list

The Agents page shows every Agent in your workspace. From here, you can create a new Agent, open an existing Agent, edit its name, archive it, or restore it.
Agents list placeholder
Archived Agents are visible but inactive. Locked Agents may be read-only when your subscription is over a limit.

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Agent detail page

Open an Agent to configure the working parts of the assistant.
Agent detail page placeholder
The page includes:
  • Knowledge Sources for Text and Q&A content
  • Behaviour for prompt, tone, verbosity, fallback, and guardrails
  • Channel for web chat display settings
  • WhatsApp Channel for assigning a connected WhatsApp number
  • Actions for Lead Generation
  • Web Preview for testing appearance and first impressions
1

Create the Agent

Give it a name that matches the job it will do.
2

Add Knowledge Sources

Add Text or Q&A content before training.
3

Train the Agent

Queue ready sources so the Agent can use them.
4

Tune Behaviour

Set instructions, tone, fallback, and guardrails.
5

Configure Channels and Actions

Prepare web chat, WhatsApp, and lead capture before launch.

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Next steps

Knowledge Sources

Add the content your Agent will answer from.

Behaviour

Shape how your Agent speaks and handles unknowns.