Agent Guide

Create, configure, and manage AI agents

What is an Agent?

An agent is an AI chatbot that can:

• Answer questions based on your knowledge base
• Have conversations with users
• Learn from documents and URLs
• Integrate with external services
• Provide 24/7 customer support

Creating an Agent

Basic Creation

1. Go to your dashboard

2. Click Create Agent or New Agent

3. Fill in the required information:

   • Name: A descriptive name (e.g., “Customer Support Bot”)
   • Description: What your agent does (optional)
   • System Prompt: How your agent should behave (optional)

4. Click Create

Using Templates

1. Click Create Agent

2. Select Use Template

3. Choose from available templates:

   • Customer Support
   • Sales Assistant
   • FAQ Bot
   • Technical Support
   • Custom

4. Customize the template

5. Click Create

Agent Configuration

System Prompt

The system prompt defines your agent’s personality and behavior. Examples:

Customer Support Agent:

You are a helpful customer support agent. Be friendly, professional, and concise.
Always try to solve the customer's problem. If you can't help, offer to escalate
to a human agent.

Sales Assistant:

You are a sales assistant. Help customers find the right products. Ask qualifying
questions. Be enthusiastic but not pushy. Always mention special offers when relevant.

Model Selection

Choose the AI model for your agent:

• GPT-4: Most capable, best for complex tasks
• GPT-4 Turbo: Fast and capable
• GPT-3.5 Turbo: Fast and cost-effective
• Claude 3 Opus: Excellent for long conversations
• Claude 3 Sonnet: Balanced performance
• Claude 3 Haiku: Fast and efficient

Model Parameters

• Temperature (0-2): Controls randomness. Lower = more focused, Higher = more creative
• Max Tokens: Maximum response length
• Top P: Nucleus sampling parameter

Training Mode

Choose how your agent learns:

• None: No training, uses only system prompt
• RAG (Retrieval Augmented Generation): Uses knowledge base for context
• Fine-tuned: Uses a custom fine-tuned model
• Hybrid: Combines RAG and fine-tuning

Knowledge Base

Adding Documents

1. Go to your agent dashboard
2. Navigate to Knowledge Base or Sources
3. Click Upload Document
4. Select files (PDF, Word, Text)
5. Wait for processing to complete

Adding URLs

1. Go to Knowledge Base

2. Click Add URL

3. Enter the URL

4. Configure scraping options:

   • Single Page: Scrape just this page
   • Site Crawl: Crawl the entire website
   • Depth: How many levels to crawl
   • Max Pages: Maximum pages to scrape

5. Click Add

Connecting Notion

1. Go to Knowledge Base
2. Click Connect Notion
3. Authorize the connection
4. Select pages and databases to sync
5. Click Sync

See Notion Integration for detailed setup.

Agent Settings

General Settings

• Name: Agent name
• Description: Agent description
• Status: Active, Inactive, Training, Archived
• Version: Agent version number

Advanced Settings

• Embed Code: Unique code for widget embedding
• API Key: Agent-specific API key
• Organization: Link to organization (if applicable)

Widget Customization

Customize how your agent appears to users:

Appearance

• Primary Color: Main brand color
• Launcher Icon: Icon style
• Launcher Shape: Circle or square
• Widget Style: Glass, solid, or minimal

Behavior

• Auto-open: Automatically open widget
• Auto-open Delay: Delay before auto-opening
• File Uploads: Allow file uploads
• Suggested Replies: Show suggested responses

Content

• Title: Widget header title
• Subtitle: Widget header subtitle
• Initial Message: First message shown
• Suggested Questions: Pre-defined questions

See Widget Embed Guide for details.

Agent Analytics

View performance metrics:

• Total Conversations: Number of conversations
• Total Messages: Number of messages
• Average Response Time: Average time to respond
• User Satisfaction: Feedback ratings
• Popular Questions: Most asked questions
• Conversation Flow: How conversations progress

Managing Agents

Editing an Agent

1. Go to your dashboard
2. Click on the agent you want to edit
3. Make changes
4. Click Save

Duplicating an Agent

1. Go to agent settings
2. Click Duplicate
3. Enter a new name
4. Click Duplicate

Archiving an Agent

1. Go to agent settings
2. Click Archive
3. Confirm archiving

Archived agents are hidden but not deleted. You can restore them later.

Deleting an Agent

1. Go to agent settings
2. Click Delete
3. Type the agent name to confirm
4. Click Delete

This action cannot be undone.

Agent Limits

Plan-based limits on agents:

• Free: 1 agent
• Starter: 3 agents
• Business: 10 agents
• Pro: Unlimited agents

Best Practices

System Prompts

1. Be Specific: Clearly define the agent’s role
2. Set Boundaries: Define what the agent should and shouldn’t do
3. Provide Examples: Include example interactions
4. Update Regularly: Refine prompts based on performance

Knowledge Base

1. Quality Over Quantity: Focus on relevant, accurate content
2. Keep Updated: Regularly update documents
3. Organize Content: Use clear file names and structure
4. Test Coverage: Ensure knowledge base covers common questions

Testing

1. Test Regularly: Test agent responses before going live
2. Monitor Performance: Review analytics regularly
3. Gather Feedback: Collect user feedback
4. Iterate: Continuously improve based on feedback

Troubleshooting

Agent Not Responding

• Check agent status (should be “Active”)
• Verify model is selected
• Check system prompt is set
• Review error logs

Poor Responses

• Improve system prompt
• Add more knowledge base content
• Adjust temperature parameter
• Review conversation logs

Knowledge Base Not Working

• Verify documents are processed
• Check knowledge base status
• Ensure training mode is set to “RAG”
• Review document quality

Next Steps

Knowledge Base Guide

Learn about knowledge base management

Widget Embed

Customize your widget

API Reference

Programmatic access

Integrations

Connect external services