Build agents
Create an agent
Three ways to make one, all from the Agents page.
Describe it#
Type what you want in the box at the top (“when someone sends a photo of a payment, thank them and tell me”) and press Build. The assistant puts the agent together in front of you. Check it, then switch it on.
From a template#
Templates cover the common jobs: price list, opening hours, how to pay, “I’ve paid”, delivery, voice notes, someone wants to order. Open one, change the words, switch it on.
From scratch#
Every agent is the same four parts:
| Part | What it says |
|---|---|
| When to use it | Which messages it takes |
| Steps | What it does, in order |
| Knowledge and rules | What it knows and what it must never do |
| Hand over to me when | When a chat comes to you |
Test it before switching it on. See Test an agent.