AI agents define how AI assistance and auto reply behave for a business role.

Create an agent

  1. Open AI → Agents and select Create.
  2. Set a name, description, provider, model, system instructions, language, tone, and context length.
  3. Configure business hours, handoff rules, allowed chats, and enabled state.
  4. Attach relevant local knowledge entries or import agent resources.

Knowledge

  1. Open AI → Knowledge.
  2. Add company, product, pricing, hours, shipping, payment, refund, warranty, FAQ, or custom information.
  3. Organize entries into categories and keep them current.

Data sent to AI

Only relevant context and knowledge should be sent to the provider. Imported resources remain in managed local storage, although relevant extracted text is included in an AI request and a file may be proposed for sending when the agent determines it is needed.