Help category

AI agents

Set up, test and monitor AI agents and human handoff.

Set up and test an agent

Create, configure and test an agent and human handoff.

AI agents

Create and publish your first AI agent

Set an agent name, instructions and knowledge, test its limits, then publish it.

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AI agents

Test an AI agent and its human handoff

Check answers, limits and handoff behavior before an AI agent handles customer conversations.

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Knowledge, instructions and run logs

Improve knowledge, instructions and review agent runs.

AI agents

Add and review AI agent knowledge sources

Choose approved knowledge, wait for processing, then test agent answers before relying on them.

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AI agents

Write clear AI agent instructions and guardrails

Define the agent’s job, response style, prohibited behavior and human-handoff conditions.

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AI agents

Review AI agent run logs and fix issues

Inspect test and live runs, identify the source of a wrong answer and change the relevant setting.

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