AI Agents

The Agents screen: create an agent, start and stop it, read statuses, and view logs.

The agent page for newly created agents: General, Knowledge, Capabilities, Channels, Workflow, and Settings tabs, the header's runtime and configuration status, and moving a legacy agent here.

Move an agent you no longer use out of the Agents list without losing its history, find it again, restore it, or delete it permanently.

3 items

Test an agent in a safe chat before and after it goes live: answers, collected data, and human handoff.

The earlier way to build and attach tools: tool groups defined in a YAML file plus Python code, uploaded and maintained on the classic Tools screen, for agents still on the classic editor.

Build custom tools and skills for AI agents: create modules from Python code, bundle tools into skills with their own instructions, connect both to agents, and review call logs.

Reuse Python code across modules: choose whether a module is isolated, write the right import for each module layout, and add other modules as dependencies.

8 items

Create product catalogs, add and edit products in the catalog editor, connect a catalog to an AI agent, and check how the agent offers products in conversations.

Analyze recorded calls with a Call Analytics agent: create the agent, define the fields to extract, import audio recordings, and review transcripts and results.

5 items

7 items