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.

  1. Agent Mode:

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.

  1. Description:

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.”

  1. 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.

  1. 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.

  1. Category

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

  • Sales, Support, Marketing, Team, Other. (Lead Qualifier → Sales.)

  1. Show Thinking Process (Optional)

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

PreviousStart a New AgentNextBehavior Settings

Last updated