AI agents define how AI assistance and auto reply behave for a business role.

Create an agent

  1. Open AI → Agents and select Create.
  2. Set a name, description, provider, model, system instructions, language, tone, and context length.
  3. Configure business hours, handoff rules, allowed accounts/chats, and enabled state.
  4. Attach relevant local knowledge entries.

Knowledge

  1. Open AI → Knowledge.
  2. Add company, product, pricing, hours, shipping, payment, refund, warranty, FAQ, or custom information.
  3. Organize entries into categories and keep them current.

Data sent to AI

Only relevant context and knowledge should be sent to the provider. Documents remain local, although relevant extracted text may be included in an AI request.