In this tutorial, we describe how you can create and configure a new AI Agent.
To get started, click on the "AI" icon in the left menu.
Then switch to Settings > AI Agent
Creating a new Agent
Use the Add button to create a new AI Agent.
Give the agent an internal name and make the necessary settings:
- Style
- Identity
- Forward on bad rating
- Access to the knowledge database
Settings
After creating the agent, you will return to the agent overview.
Now click on the name of the agent you just created and then switch to the tab at the top of the screen
"Profile" Tab
Here you can now make detailed settings for your agent.
Define
- what the agent should be called
- which operator group and time zone it should belong to
- which conversation timeout should apply to the agent
- which skills it should have (only in the Flex package)
- in which behaviour mode it should operate
- which action it should perform when the timeout is reached
- whether the bot should use the widget's login mode
"System Actions" Tab
Here you can specify which of the created System Actions your AI Agent should be able to perform.
"MCP Actions" Tab
Here you can specify which of the available actions on connected MCP servers your AI Agent should be able to perform.
For more information, see AI in Action