AI Agents

AI Agents are intelligent assistants that use Knowledge Bases to answer customer questions automatically. Each agent can be configured with its own Knowledge Base, tone of voice, and customised response messages for different situations.

How AI Agents Work

When a customer asks a question, the AI Agent searches the linked Knowledge Base for relevant information, then generates a natural language response using that content. This ensures accurate, consistent answers based on your approved content.

Managing AI Agents

Create and configure AI Agents to handle customer questions in your chatbot flows.

Create New AI Agent

Create a new AI Agent that can be used in chatbot flows.

Steps:

  1. Navigate to the AI Agents section.
  2. Click the Create New AI Agent button.
  3. A new agent is created automatically - click Edit to configure it.

Edit AI Agent

Configure an AI Agent's settings and Knowledge Base.

Steps:

  1. Find the agent in the AI Agents table.
  2. Click the Edit button (pencil icon).
  3. Configure the following settings:
  1. Click Save to update the agent configuration.
Field Description
Agent Name A descriptive name for this agent (e.g., "Product Support Bot")
Knowledge Base Select which Knowledge Base this agent uses to answer questions
Tone of Voice The communication style (e.g., "business friendly", "professional", "casual")

Delete AI Agent

Permanently remove an AI Agent.

Warning
This action cannot be undone. Any flows using this agent will stop working.

Steps:

  1. Find the agent in the AI Agents table.
  2. Click the Delete button (trash icon).
  3. Confirm the deletion when prompted.

Agent Configuration Tips

Tips for Effective AI Agents
  • Choose the right Knowledge Base - Link agents to Knowledge Bases that contain relevant content for their intended purpose.
  • Set an appropriate tone - Match the tone of voice to your brand and audience (e.g., "professional" for B2B, "friendly" for consumer).
  • Test before deploying - Use the Test AI feature in the Knowledge Base to verify responses before adding the agent to your chatbot flow.
Chatbot Settings AI Knowledge Base
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