Configuring AI agents
Each agent is a standalone AI assistant with its own identity, knowledge scope, and deployment channels.
Agent setup steps
Identity & tone
Set the agent's name, avatar, greeting message, and tone (Professional, Friendly, or Direct). You can also write custom base instructions to shape how it responds.
Attach knowledge bases
Choose which knowledge bases this agent can access. You can restrict an IT support agent to technical manuals only, while a sales agent reads product catalogs exclusively.
Add tools (optional) Technical
Attach custom API functions or webhooks the agent can call on behalf of users, such as looking up order status or submitting a support ticket.
Deploy to channels
Generate a web embed snippet, or connect to a Slack app. One agent can serve multiple channels simultaneously.
Model selection Technical
By default, agents use the model tied to your API key. You can override this per agent under Advanced Settings → Model, which is useful for routing complex tasks to a more capable model while keeping simpler agents on a faster, cheaper one.