Agents

The Agents section enables you to create AI-powered conversational assistants that automate customer interactions, answer inquiries, and execute specific tasks tailored to your business needs.

Agents Dashboard

Your central hub for managing all AI agents displays comprehensive configuration and performance metrics:

  • Agent Name: Unique identifier for your AI assistant (e.g., "Customer Support Bot", "Lead Qualifier")

  • Creation Details: Timestamp and owner information for tracking and accountability

  • Variables: Count of dynamic placeholders for personalized interactions

  • Knowledge Base: Connected information sources powering accurate responses

  • Description: Purpose and capabilities summary for team reference

  • Tags: Organizational labels for filtering and categorization

Creating Your First Agent

Step 1: Click "Create Agent" and enter a descriptive name that clearly indicates the agent's purpose.

Step 2: Define your agent's personality and behavior in the Core tab using structured prompts and instructions.

Step 3: Configure technical settings including AI model selection, response parameters, and custom features.

Step 4: Connect knowledge bases and forms to provide context and enable data collection capabilities.

Step 5: Test your agent with sample conversations before deploying to production.

Core Tabs

The Core tab is your workspace for crafting agent personality, knowledge integration, and conversation logic.

Prompt Engineering

Create comprehensive instructions using a structured template approach:

## Job Description
Define what your agent does and its primary responsibilities

## Character
Establish personality traits and communication style

## Information to Collect
Specify data points to gather during conversations

## Tone and Personality
Set the emotional intelligence and interaction approach

## Style and Language
Define vocabulary, formality level, and cultural considerations

For comprehensive guidance on advanced prompting techniques and best practices, refer to these detailed documentation resources: OpenAI Prompting Guide & Anthropic Claude 4 Best Practices.

Dynamic Variables

Add personalization elements that adapt to each conversation:

  • Click "Add Variable" to create placeholders for user data

  • Reference variables in prompts using {{ }}, {{ }} format or by reference variable button.

  • You populate these variables at any point in the flow

Knowledge Reference

Enhance agent intelligence with organizational information:

  • Use "Refer Knowledge Base" to connect documentation, FAQs, and product information

  • Reference specific knowledge sections within prompts for contextual responses

  • Combine multiple knowledge sources for comprehensive coverage

Conditional Logic

Create intelligent response paths with flexible conditional logic:

  • Add conditions using Field-Operator-Value structure

  • Design different conversation flows for various scenarios

  • Stack multiple conditions for complex decision trees

Settings Tabs

Metadata

Configure tool name, description, and tags for clear identification and organization across your workspace.

Model Selection

Choose from GPT 4.1, GPT 3.5, or custom models with token capacities of 8K, 16K, 32K, or 100K and Standard or Fast response times. More models will be available soon

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