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AI Agents

AI Agents are intelligent chatbots that can answer questions using your knowledge base content. They provide personalized, context-aware responses and can be embedded on websites or integrated into your applications.

What are AI Agents?​

AI Agents provide:

  • 🤖 Intelligent Chat: Answer questions using your knowledge base
  • 📚 Knowledge Integration: Connect to Knowledge Hub content
  • 🎨 Custom Appearance: Customize colors, avatars, and styling
  • 🔗 Website Embedding: Add agents to your website
  • ⚡ Action Buttons: Create quick action buttons for users
  • 📊 Version Control: Manage agent configurations over time

Key Features​

1. Agent Configuration​

  • System Prompts: Define how the agent behaves
  • Custom Prompts: Add customer-specific instructions
  • Knowledge Hub Connection: Link to your content library
  • Model Selection: Choose AI model (GPT-4, etc.)

2. Appearance Customization​

  • Colors: Customize chat bubble and interface colors
  • Avatars: Upload custom agent avatars
  • Styling: Control fonts, sizes, and layout
  • Branding: Match your company's visual identity

3. Interactive Features​

  • Action Buttons: Create quick action buttons
  • External Links: Link to websites or resources
  • Form Integration: Connect to contact forms
  • Chat History: Maintain conversation context

4. Integration Options​

  • Website Embedding: Add to any website
  • API Access: Integrate with your applications
  • Video Integration: Connect to video content
  • Smart Doc Integration: Link to document sharing

How to Use AI Agents​

Creating an Agent​

  1. Go to AI Agents section
  2. Click "Add AI Agent"
  3. Enter agent name and description
  4. Select knowledge hub content
  5. Save as draft

Configuring Prompts​

  1. Open your agent
  2. Go to Configuration tab
  3. Edit system prompt (how agent behaves)
  4. Add custom prompt (customer-specific)
  5. Test with preview

Customizing Appearance​

  1. Go to Appearance tab
  2. Choose colors for chat interface
  3. Upload custom avatar image
  4. Adjust styling options
  5. Preview changes in real-time

Adding Action Buttons​

  1. Go to Buttons tab
  2. Click "Add Button"
  3. Choose button type (Action or Link)
  4. Set button text and action
  5. Configure button behavior

Publishing Agent​

  1. Review all configurations
  2. Test with preview chat
  3. Click "Publish" to make live
  4. Get embedding code for website
  5. Monitor agent performance

Agent Interface​

Agent List View​

  • Agent Table: View all your agents
  • Status Indicators: See draft/published states
  • Usage Tracking: Monitor agent interactions
  • Version Control: Manage agent versions
  • Quick Actions: Edit, publish, delete options

Agent Configuration​

  • Basic Settings: Name, description, knowledge hubs
  • Prompt Configuration: System and custom prompts
  • Appearance Settings: Colors, avatars, styling
  • Button Management: Action buttons and links
  • Integration Options: Embedding and API settings

Live Preview​

  • Real-time Testing: Test agent responses
  • Chat Interface: See how users will interact
  • Button Testing: Test action buttons
  • Responsive Design: Preview on different devices

Getting Started​

  1. Create Your First Agent: Add basic agent with name and description
  2. Connect Knowledge Hub: Link to your content library
  3. Configure Prompts: Set up system and custom prompts
  4. Customize Appearance: Choose colors and upload avatar
  5. Test and Publish: Use preview to test, then publish live

AI Agents help you provide intelligent, automated customer support using your own knowledge base, creating personalized experiences for your users.

  • Knowledge Hub - Build content for your agents
  • Smart Docs - Share documents with agent integration
  • Contacts - Manage users who interact with agents