Manage AI Agents

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View AI Agents

To view a list of AI Agents, follow the steps below:

1. Navigate to the Dashboard => YOUR_APP => AI Agent page.

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Create AI Agent

To create an AI Agent, follow the steps below:

1. Navigate to the Dashboard => YOUR_APP => AI Agent page.
2. Click the Create button.
3. Choose an agent type — Knowledge Agent or Workflow Agent — and click Next. (See Agent Types for the difference.)
4. Enter a Name for the agent and click Create.

The agent is created and opens on its edit page, where the rest of the settings live. You can change the name at any time, and a unique user (login) for the agent is generated automatically — you do not set a username.

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Configure your AI Agent

The agent edit page is organised into tabs, and each editable tab has its own Save button.

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Profile

• Name — the name shown to users in chats. Can be changed anytime.
• Avatar — upload an image (JPG, JPEG, or GIF) used as the agent’s avatar.
• Enable AI Agent in chats — choose where the agent responds using the Private and Group checkboxes. If it is disabled for a dialog type, the agent can still be added to a dialog but won’t answer there.
• Command — a single word that activates the agent in group chats. When users type /command, they can talk to the agent in that group (the agent’s user must be in the chat too).

The Profile tab also contains the Delete AI Agent action and, depending on your account, optional response settings.

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Knowledge Base

On the Knowledge Base tab you choose where answers come from — Your uploaded content or OpenAI — and manage the content the agent can use. Under Unanswered questions, choose what happens when the agent can’t answer from its knowledge base: See Knowledge Base for full details on managing content.

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Instructions

The Instructions tab holds two prompts that shape the agent’s tone and behaviour:

• Knowledge base — used when the knowledge base is set to Your uploaded content.
• OpenAI — used when the knowledge base is set to OpenAI, and when unanswered questions are forwarded to OpenAI.

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Other tabs

• Human Handover — configure transfer to human agents. See Human handover.
• Intake Form — collect details before answering. See Intake forms.
• Widget — appearance and embedding of the chat widget. See Widget.
• Analytics — usage charts and an unanswered-questions report (read-only).

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Update AI Agent

To update an AI Agent, follow the steps below:

1. Navigate to the Dashboard => YOUR_APP => AI Agent page.
2. Click the AI Agent you want to update.
3. Open the relevant tab and edit its settings.
4. Click the Save button on that tab to save your changes.

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Delete AI Agent

You can delete an AI Agent in two ways:

• From the list: on the Dashboard => YOUR_APP => AI Agent page, select the agents using their checkboxes and click Remove selected.
• From the agent: open the agent and, on the Profile tab, click Delete in the Delete AI Agent section.

Deleting an agent permanently removes it from your application.

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Test AI Agent

Every agent edit page includes the AI Agent Tester on the right side, where you can chat with the agent to try out its behaviour.