Creating and managing agents

Create, open, and delete agents in your team, and find your way around an agent's pages.

An agent is an AI assistant that belongs to your team. Each agent has its own instructions, knowledge, deployments, leads, and settings. You might have one agent for customer support and another for sales.

Create an agent

Open Agents

Select Agents in the sidebar.

Start a new agent

Select New Agent.

Complete setup

Add knowledge, set the identity and appearance, then publish. See Create Your First Agent for each step.

Agent limits

The number of agents you can create depends on your plan. When you reach it, the Agents page shows Agent limit reached. To create more, upgrade your plan or add extra agents as an add-on. See Plans and Pricing.

Inside an agent

Select an agent and select Open to manage it. Its sidebar has these pages. Select Activity or Build to open or close that group:

Page	What it’s for
Overview	Usage, deployments, recent conversations, and anything that needs attention.
Playground	Test the agent. See Playground.
Activity > Logs	Every conversation the agent has had. See Managing Conversations.
Activity > Analytics	How the agent is performing. See Agent Analytics.
Build > Knowledge	What the agent learns from. See Knowledge.
Activity > Leads	Contact details collected in conversations. See Managing Leads.
Activity > Contacts	People who’ve talked to the agent. See Managing Contacts.
Build > Integrations	Connections to other tools, such as Slack. See Integrations.
Build > Actions	Things the agent can do, such as collect leads. See Actions.
Build > Widgets	Interactive cards shown by Custom API actions or a widget’s When to show condition. See Widgets.
Build > API connections	Shared API endpoints and credentials for Custom API actions and widget functions. See API connections.
Deploy	Where customers reach the agent. See Deployments.
Settings	Name, model, instructions, training, and security. See Agent Settings.

The Overview page

Overview is the agent’s home page. It shows:

Deployments: which channels are on.
Usage: conversations, messages, and positive and negative feedback.
Recent activity: the latest conversations. Select View logs to see them all.
Needs attention: feedback, knowledge sources, and tickets to review.

Delete an agent

Deleting an agent permanently removes it and everything that belongs to it, including its knowledge, conversations, and leads. It can’t be undone.

Open the danger zone

In the agent, go to Settings. Under Danger zone, select Delete Agent.

Confirm

Type Delete in the Confirmation field and confirm.

You can also delete an agent from the Agents page by selecting Delete next to it.