AI agents

AI agents are included in the Pro Max and Business plans. Each agent is assigned to one session and answers the incoming messages it can handle from its knowledge base.

1. 1
   AI agent → New agent

   Name it, assign a free session, pick a label colour.
2. 2
   Personality and instructions

   Describe how it should speak, or start from a preset. Choose Precise, Balanced or Creative.
3. 3
   Knowledge base

   Add entries such as "Catalogue & prices" with the exact information. The agent only answers from these.
4. 4
   Behaviour

   Human handoff when unsure, business hours only, typing indicator and a fallback message.
5. 5
   Test in the playground

   Send a sample customer message on the Manage agent page before activating.