Agents
Create, configure, train, test, and manage your AI agents — and connect their channels and integrations.
- How to create a new agentCreate an AI agent from the New Agent form with four fields, then open its configuration.
- How to write your agent's promptWrite the instructions your AI agent follows in every conversation, validate their length, and save them.
- How to edit your agent's prompt with the BriefAsk the Brief to change your agent's prompt in plain words, review its proposal, and apply it or discharge it.
- How to train your agent with a Knowledge BaseGive your AI agent the facts it needs to answer: add custom text, questions and answers, or files, and save them.
- How to choose what contact data your agent capturesDecide which details your AI agent asks for in each conversation, how it asks for them, and add your own fields.
- How to connect WhatsApp, Instagram and Facebook to your agentConnect your AI agent to WhatsApp, Instagram and Facebook Messenger so your customers can chat with it, and check that each channel is connected.
- How to test your agent before you publish itChat with your AI agent as a customer would, check the tools it uses, train better answers, and start over when you need to.
- How to publish or unpublish your agentTurn your AI agent on so it answers the customers on its connected channels, or pause it without disconnecting anything.
- How to configure your agent's model and behaviorSet your AI agent's timezone, model, image and audio recognition, response length, memory and reply delay in Agent Settings.
- How to connect your agent to other systems with an HTTP toolCreate, test and troubleshoot an HTTP tool so your AI agent can check or send data to your own systems during a conversation, through an API. Includes the technical reference and answers to common problems.
- How to connect your agent to apps with MCP integrationsConnect apps like Google Calendar, Gmail, Supabase or WhatsApp Business to your AI agent, choose which actions it can use, understand what each action costs, and solve common problems.
- How to group tools in a toolkit and assign it to your agentsBundle HTTP tools and MCP servers into a toolkit, choose which agents use it, and manage it from the toolkit or from each agent.
- How to add your agent's chat widget to a websiteCustomize the chat bubble your agent uses on a website, choose the domains where it can be embedded, and paste the code on the website.
- How to schedule automations for your agentMake your agent run a task on its own at the date and time you choose, with its own instructions and tools, even when nobody is chatting.
- How to manage and delete your agentsFind your agents, change their basic details, and delete the ones you no longer need.
- How to organize your contacts with funnelsCreate a funnel with stages, attach it to an agent so it classifies each contact during the conversation, and follow your leads on the board.