Agents
Create and configure AI-powered assistants.
Agents are AI-powered assistants that answer questions from your visitors. Each agent can have its own personality, instructions, and knowledge base.
What is an agent?
An agent is your custom AI assistant. When visitors chat with your widget, they're talking to your agent. You control:
- What the agent knows (through Knowledge Paths).
- How the agent behaves (through instructions).
- The agent's personality and tone.
- Which AI model powers the responses.
Creating an agent
- Navigate to Agents in the sidebar.
- Click New Agent.
- Fill in the configuration:
| Field | Description |
|---|---|
Name | The agent's display name (e.g. "Visitor Assistant"). |
Description | Brief description of what the agent helps with. |
Instructions | Detailed instructions for how the agent should behave. |
Personality | The agent's communication style. |
Welcome Message | First message visitors see when opening the chat. |
Model | The AI model that powers responses. |
Primary Color | Brand color for the agent. |
- Click Save.
Writing good instructions
Instructions tell your agent how to behave. The better your instructions, the better your agent performs.
Example instructions
You are a helpful visitor assistant for the City Museum.
Your role:
- Answer questions about exhibitions, opening hours, and ticket prices
- Help visitors plan their visit
- Provide directions and accessibility information
Guidelines:
- Be friendly and welcoming
- If you don't know something, say so honestly
- Always refer to current exhibitions when discussing art
- Suggest related exhibits when answering questions
- Keep responses concise but helpfulTips for great instructions
| Do | Don't |
|---|---|
| Be specific about the agent's role. | Leave instructions vague. |
| List topics the agent should cover. | Assume the agent knows your business. |
| Define how to handle unknown questions. | Expect perfection without guidance. |
| Set the tone and communication style. | Use overly complex language. |
| Include examples when helpful. | Write pages of instructions. |
Personality options
Choose a personality that matches your brand.
| Personality | Description | Best for |
|---|---|---|
| Professional | Formal, business-like tone. | Corporate, B2B, legal. |
| Friendly | Warm, approachable style. | Retail, hospitality, general support. |
| Formal | Very proper, official language. | Government, academic, traditional. |
| Casual | Relaxed, conversational tone. | Startups, creative industries, youth brands. |
| Educational | Teaching-focused, explains concepts clearly. | Schools, training, documentation. |
Choosing an AI model
Different models have different strengths.
| Model | Description | Best for |
|---|---|---|
| GreenR (recommended) | Eco-optimized reasoning model. | Most use cases, environmentally conscious. |
| GreenL | GreenPT Large: eco-optimized. | Complex questions. |
| GPT-4o | Fast and efficient. | High volume support. |
| GPT-4o Mini | Quick responses, lower cost. | Simple FAQs. |
| Llama 3.3 70B | Meta's latest large model. | Detailed responses. |
| DeepSeek R1 | Reasoning-focused model. | Technical support. |
| Mistral Small | Compact but capable. | Budget-conscious. |
Why GreenR? It's optimized for sustainability while delivering excellent quality. You'll see CO₂ savings in your analytics.
Anti-hallucination settings
These advanced settings help ensure your agent gives accurate responses.
| Setting | What it does | Default |
|---|---|---|
| Temperature | Controls response creativity. Lower = more consistent, higher = more varied. | 0.2 |
| Min relevance score | Only uses knowledge that closely matches the question. | 0.3 |
Recommendation: keep the defaults unless you notice issues. Lower temperature if you need more consistent answers.
Using multiple agents
You can assign multiple agents to a single channel. This is useful when you have different "experts" for different topics.
How agent priority works
When multiple agents are assigned to a channel:
- Primary agent (first in list), its name, personality, and instructions are used for responses.
- Knowledge search: all assigned agents' knowledge is searched for relevant information.
- Reorder: drag agents to change their priority.
Best practice: specialised agents
Create separate agents for different topics:
| Agent | Focus area |
|---|---|
| Product Expert | Product features, usage, comparisons. |
| Billing Assistant | Pricing, invoices, payments. |
| Technical Support | Troubleshooting, technical questions. |
| General Help | FAQs, policies, general inquiries. |
Benefits:
- Tailored instructions for each domain.
- Mix and match agents across different channels.
- Update one area without affecting others.
- AI finds relevant information faster.
Assigning knowledge to agents
Agents need knowledge to answer questions accurately.
- Go to your agent's settings.
- Click the Knowledge Paths tab.
- Click Add Knowledge Path.
- Select the knowledge paths this agent should use.
- Click Save.
Alternatively, you can assign agents when creating or editing a Knowledge Path.
Testing your agent
Before deploying, test your agent in the Playground.
- Go to Playground in the sidebar.
- Select your agent.
- Ask questions your visitors might ask.
- Check the responses for accuracy.
- Adjust instructions or knowledge as needed.
Common questions
How many agents can I create?
Depends on your plan: Free (1), Individual (2), Pro (10), Business (Unlimited).
Can I duplicate an agent?
Yes! Open the agent and click Duplicate to create a copy with the same settings.
What if my agent gives incorrect answers?
- Check that relevant knowledge paths are assigned.
- Make sure the knowledge content is accurate.
- Adjust the instructions to be more specific.
- Lower the temperature setting for more consistent responses.
Can I change the agent after deployment?
Yes! Changes take effect immediately. Visitors will see the updated behavior in their next message.
How do I delete an agent?
Open the agent settings and click Delete Agent. Note: you can't delete an agent that's assigned to active channels.