An AI agent is who talks with your customers on your behalf over WhatsApp, Telegram and your website chat: it understands what they ask, replies with the information you gave it and, if needed, hands the conversation off to someone on your team. Everything that decides how it behaves is configured from the AI agents screen, in the sidebar.
What an AI agent is and how its instructions are organizedAn AI agent is who talks with your customers on your behalf over WhatsApp, Telegram and your website chat: it understands what they ask, replies with the information you gave it an
Procedure: create an agentCreate a new agent when you want part of your business to speak with a different tone, different instructions, or a different scope of knowledge than the rest of your agency — for
Procedure: edit an agent, activate it, and choose its modelCome back to this editor as many times as you need to fine-tune how your agent talks: nothing applies until you tap Save, so you can adjust several fields at once.
Escalation rules, field by fieldThe Add rule button adds conditions that, when met, escalate the conversation; the trash icon removes a rule.
Which agent handles each channelThe Active/Paused toggle in the editor's header (section 3) doesn't just decide whether an agent can reply: it also determines whether it can be your tenant's default agent.
Resources and tags: what each agent seesYour agency can have several AI agents handling different things — for example, one for sales and another for rentals.
Procedure: test an agent before publishing itBefore assigning it a real channel, or every time you touch its instructions, check how your agent actually replies with each agent's Test button — with zero effect on your busines