Create Your First AI Agent

Set up an AI agent that answers customers from your own business information — Chatbot Manager → AI → Agents → Create Agent, then switch it on in AI Configuration.

An AI agent answers customers in natural language, 24/7, using information you give it. It handles the questions your keyword menu can't — "do you deliver to Kottakkal?", "what's the fee for the NEET crash course?" — and hands over to your team when needed.

AI is set up per number, under Chatbot Manager → select your number → AI. It has two sub-pages: Agents (who the AI is and what it knows) and AI Configuration (when it answers and how chats are routed).

Step 1 — Create the agent#

1. Open AI → Agents and click Create Agent.

   

2. Fill in:

   • Name — customers may see it.
   • Slug — filled in automatically from the name if left empty.
   • Status — Active or Inactive.
   • Description — its job, e.g. "Answers questions about our courses, fees and batch timings."
   • System Prompt — how it should behave (template below). Type ## to insert actions such as assigning a label or handing over to a human.
3. Add knowledge — see Train your AI agent.
4. Click Save Agent.

Step 2 — Switch it on#

1. Open AI → AI Configuration.

   

2. Turn on the AI Agent switch.

3. Add your agent to Active Agents.
4. Choose the AI Response Mode:
   • AI Agent for All Queries — the AI answers every message, even when a keyword flow could match;
   • AI as a Fallback Only — keyword flows run first; the AI answers only when nothing matches. Recommended if you already have menus.
5. Click Save Settings.

The AI Assistant Overview on the right confirms it's active and shows your active agents, routing rules, response mode, memory and restricted topics.

An instruction template#

You are Anu, the WhatsApp assistant for Fresh Mart, a grocery store in Tirur.
- Answer only from the knowledge provided. If you don't know, say so and offer to connect a staff member.
- Reply in the customer's language (Malayalam or English). Keep replies under 60 words.
- Be warm and polite. Use at most one emoji.
- Never invent prices, offers or delivery times.
- If the customer wants to place an order, complain, or asks for a person, hand over to the team.

Other settings in AI Configuration#