Creating an AI Agent

You can create multiple AI agents per workspace, each with its own instructions and knowledge sources.

Creating an agent

Navigate to AI Agent in the sidebar and click "Create Agent". Give your agent a name and write custom instructions that define its personality, tone, and behavior. For example, you might instruct the agent to always be friendly, use the customer's first name, and never discuss competitor products.

Adding knowledge

Upload documents (PDFs, text files), paste content directly, or point the agent at your website URL. The AI will read and index this content to use when answering questions.

Enabling the agent

Choose which channels the agent should be active on. You can enable the AI on all channels or only specific ones — for example, only on the live chat widget and WhatsApp but not email.