# Basic Information

Once you’ve selected the type of AI agent (AI Agent, Orchestrator, or Guard Rail), you’ll be directed to the Basic Information tab. This is where you define your AI agent’s identity and core setup before configuring its behavior or integrations.

1. **Agent Name:** 

Enter a clear internal name for your agent.

* Used only for management, not visible to end-users.
* Example: Lead Qualifier, Customer Support Bot, Order Tracker.

<figure><img src="/files/BGKZpnhqPSzVc9D1jm2P" alt=""><figcaption></figcaption></figure>

2. **Agent Mode:**&#x20;

Choose how your AI behaves in a flow:

* Standard AI-Agent: Replies directly to customers with AI-generated responses. *(Recommended for simple/demo bots.)*
* Advanced AI-Agent: Generates responses but pauses for external or human action before replying.

<figure><img src="/files/1yCXmQCCr6tlgGscWYHK" alt=""><figcaption></figcaption></figure>

3. **Description:**&#x20;

Add a concise explanation of your agent’s role.

*“The Lead Qualifier AI interacts with potential customers to collect key details—name, company, contact info, budget, timeline—and classifies the lead as Hot, Warm, or Cold.”*

<figure><img src="/files/S62mDEnhWz1TKplcRZG1" alt=""><figcaption></figcaption></figure>

4. **LLM Model**

Select which language model will power your AI’s responses. Each model offers unique strengths depending on your use case, from lightweight conversational tasks to complex reasoning or coding assistance.

When setting up your AI, choose the model that best aligns with your business purpose.

<figure><img src="/files/z1Mp304VOgsnYEhXFem4" alt=""><figcaption></figcaption></figure>

5. **Platform Selection**

Choose the platform where your AI agent will be integrated and interact with users.\
Available options include:

* Web Widget – Embed on your website for live customer engagement.
* Facebook – Integrate with Facebook Messenger.
* WhatsApp – Connect to your official WhatsApp Business account.
* LINE – Ideal for LINE-based user communication.

Once a platform is selected, assign a channel that corresponds to your business account or workspace within that platform.

Ensure your selected channel is already configured and active in the system. If your business operates on multiple channels (e.g., WhatsApp and Facebook), you can later create dedicated agents for each platform to handle specialized functions.

<figure><img src="/files/jhOuO7mLGtwOmjwAR9np" alt=""><figcaption></figcaption></figure>

6. **Category**

Organize your agent by function. You can select multiple categories.

* Sales, Support, Marketing, Team, Other.\
  \&#xNAN;*(Lead Qualifier → Sales.)*

<figure><img src="/files/KGcyx4VHTeqxeXDSvMNm" alt=""><figcaption></figcaption></figure>

7. **Show Thinking Process (Optional)**

Toggle On to display reasoning; keep Off for customer-facing agents.

<figure><img src="/files/9MGpfoTgvGRKq1jhdsJ1" alt=""><figcaption></figcaption></figure>


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# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://imbrace.gitbook.io/imbrace-documentation/ai-agent/basic-information.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.