Introduction to AI Agents
The AI Agents page is the command center for all the AI-powered agents within a specific business account. From here, you can create new agents, monitor their performance at a glance, configure their core settings, and access their training modules. Each agent you create is a distinct AI entity with its own name, role, and memory settings, allowing you to build a specialized AI workforce for different tasks.
Navigating the AI Agents Page
To get to the AI Agents page, simply select the business you want to work on from the top-left dropdown menu and then click AI Agents from the main navigation panel.
On this page, you will see a card for each AI agent you have created. If you have a long list of agents, you can use the search bar at the top to find a specific agent by its name or description.
Creating a New AI Agent
Click the + New Agent button in the top-right corner of the screen.
A "Create a new AI Agent" pop-up will appear. You will need to configure your AI's identity by providing two key pieces of information:
Agent Role: Specify the official role or job title of the agent (e.g., "IG Sales Agent," "Appointment Setter," "Customer Support Rep"). This helps the AI understand its primary function.
Agent Name: Give your agent a name (e.g., "Alex," "Sarah," "SupportBot"). This is the name the AI will use to identify itself if a contact asks.
Click Create Agent. Your new agent will now appear on the AI Agents page.
Managing an AI Agent
Each agent is represented by a card that contains vital information and management controls.
Agent Card Overview
Agent Role & Name: Displays the identity you configured.
Status Toggle: A switch to turn the agent on or off. An active agent will respond to triggers and engage with contacts. A disabled agent will not.
Performance Stats: A quick summary of the agent's activity:
Conversations: The total number of conversations the agent has handled.
Total Contacted: The number of unique contacts the agent has interacted with.
Total Replied: The number of times the agent has sent a reply.
Appointments Booked: The total appointments secured by the agent.
Conversion Rate: The percentage of conversations that result in a booked appointment.
Memory Toggles:
Agent Memory (Self-Training AI): When enabled, the AI analyzes its successful interactions to learn and improve its performance over time. It identifies what works best for booking appointments or achieving goals and adapts its strategy accordingly.
Contact Memory: When enabled, the AI remembers all past interactions with a specific contact. This allows for highly personalized and context-aware conversations, as the AI can reference previous discussions.
Train AI Button: This button takes you to the agent's specific workflow hub, where you can build out its logic, define its triggers, and provide it with detailed training data.
Quick Actions
At the top-right of each agent card, you will find three icons for quick management:
Edit Agent (Pencil Icon): Allows you to change the Agent Role and Agent Name.
Copy Agent Trigger URL (Copy Icon): Copies the unique webhook URL for this agent. This URL is used to trigger the agent's workflow from external applications.
Delete Agent (Trash Can Icon): Permanently deletes the agent and all its associated data. This action cannot be undone.