How to Create Agents

An Introduction to Creating your Agents

Adding an Agent

In order to add a new agent in your application, you will first need to be in the administration portal. Locate the 'Agents' tab in your left hand navigation bar under 'Manage'.

When agents have been created, you'll find a comprehensive list of your previously configured ones along with their corresponding handles displayed here.

For instance, within this application, the agents named Michelle and Angie have been set up. Their respective handles, @Michelle and @Angie, are visible in the list under the 'Agents' section.

To initiate the creation of a new agent, select the 'add an agent' button.

Each agent represents a specific use case and purpose. Often, an agent can be built for a task or role. They can provide answers to any queries, if they have been connected to the right data sources, and execute tasks that align with their role.

Setting up your agent

After clicking the 'Add an agent' button, you'll gain access to configuring the agent according to your preferences.

Test

Under the 'test' tab, you can practice trialling out your agent to see how it responds to questions asked. We recommend you take your time testing your agent here prior to sharing it with your end-users, to ensure it is performing correctly.

General Settings

Next, under the 'General Settings' tab, you can add in the agent name, handle, and a brief agent description. Under this tab you can also control the agent visibility. This includes enabling access to the agent for users.

Please note: toggling this button on will enable your end-users to see and interact with the agent created, in the front-end of the application. We recommend that all the agent configuration and testing has been completed prior to enabling its access to end-users.

Behaviour

Following this, you can begin setting up the agent's behaviour within the 'Behaviour' tab. Here, you're able to input behaviour instructions including the agent's purpose, personality, policy regulations, output formatting, and any additional information that may assist the agent in answering questions effectively and efficiently.

You can also add in the interaction processes for your agent. These include an icebreaker message, process steps, and completions steps.

Please note: You can find more information about each of these by either clicking the small question mark icon next to the headings, or alternatively clicking here.

Tools

In the next step of agent configuration, you'll choose the tools you want the agent to utilise when answering end-users questions, within the 'Tools' tab.

Here, you have the option to decide if you want the agent to utilise the clarification tool and prompt library.

Further details about these functionalities can be found here.

Lastly, you can choose additional response details that the agent will incorporate when answering user inquiries.This includes including whether to display segments, topics, and speakers to the user.

Please note: You do not have to select all 3 of these features together for the same agent.

Capabilities

Next you can set up your agent capabilities under the 'capabilities' heading. An agent capability is a specific set of steps that this agent is able to perform to the user. In order to find out more about capability configuration for your agents, please read our 'capabilities' article here.

Design

Under the Design tab, the agent's primary colour and text colour can be configured.

To change the colour simply click the 'select colour' button and choose your colour from the colour wheel or from your designated colour library.

Knowledge Banks

Under the 'Knowledge Banks' tab, you can select the knowledge banks that the agent can have access to.

Please note: The agent can have access to the information from multiple knowledge banks. More than one knowledge bank can be selected here.

Once the selected knowledge banks have been toggled on and saved, the agent will then be able to utilise all information from those associated banks when answering end-user questions.

Bias