Help Center
Agents
The AI agents that answer for your business — on your site, over SMS, on the phone.
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An agent is a persona plus a knowledge base plus a set of channels. Create one per job — a support agent and a sales agent should not be the same agent.
Agents answer from Knowledge. If it is not in there, they will not know it.
How to
- 1
Create an agent and give it a clear role in its instructions.
Specific beats clever: "you answer billing questions for Acme" outperforms a page of personality.
- 2
Attach the knowledge documents it should answer from.
- 3
Put it on a channel — embed the chat widget, or connect a phone number.
- 4
Watch its first conversations and its escalation rate.
Ask Smooth Operator
- “List my agents”
- “Which agent is busiest?”
If something goes wrong
- The agent will not answer questions about your business.
- Its knowledge documents are missing or still processing. Documents are only searchable once ingestion finishes.
- The widget will not connect on your site.
- The agent authenticates by origin. Your site's domain has to be on the agent's allowed origins.