Agent Guide

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What is an Agent?

• Answer questions based on your knowledge base
• Have conversations with users
• Learn from documents and URLs
• Integrate with external services
• Provide 24/7 customer support

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Creating an Agent

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Basic Creation

1. Go to your dashboard
2. Click Create Agent or New Agent
3. Fill in the required information:
   • Name: A descriptive name (e.g., “Customer Support Bot”)
   • Description: What your agent does (optional)
   • System Prompt: How your agent should behave (optional)
4. Click Create

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Using Templates

1. Click Create Agent
2. Select Use Template
3. Choose from available templates:
   • Customer Support
   • Sales Assistant
   • FAQ Bot
   • Technical Support
   • Custom
4. Customize the template
5. Click Create

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Agent Configuration

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System Prompt

You are a helpful customer support agent. Be friendly, professional, and concise.
Always try to solve the customer's problem. If you can't help, offer to escalate
to a human agent.

You are a sales assistant. Help customers find the right products. Ask qualifying
questions. Be enthusiastic but not pushy. Always mention special offers when relevant.

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Model Selection

• GPT-4: Most capable, best for complex tasks
• GPT-4 Turbo: Fast and capable
• GPT-3.5 Turbo: Fast and cost-effective
• Claude 3 Opus: Excellent for long conversations
• Claude 3 Sonnet: Balanced performance
• Claude 3 Haiku: Fast and efficient

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Model Parameters

• Temperature (0-2): Controls randomness. Lower = more focused, Higher = more creative
• Max Tokens: Maximum response length
• Top P: Nucleus sampling parameter

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Training Mode

• None: No training, uses only system prompt
• RAG (Retrieval Augmented Generation): Uses knowledge base for context
• Fine-tuned: Uses a custom fine-tuned model
• Hybrid: Combines RAG and fine-tuning

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Knowledge Base

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Adding Documents

1. Go to your agent dashboard
2. Navigate to Knowledge Base or Sources
3. Click Upload Document
4. Select files (PDF, Word, Text)
5. Wait for processing to complete

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Adding URLs

1. Go to Knowledge Base
2. Click Add URL
3. Enter the URL
4. Configure scraping options:
   • Single Page: Scrape just this page
   • Site Crawl: Crawl the entire website
   • Depth: How many levels to crawl
   • Max Pages: Maximum pages to scrape
5. Click Add

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Connecting Notion

1. Go to Knowledge Base
2. Click Connect Notion
3. Authorize the connection
4. Select pages and databases to sync
5. Click Sync

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Agent Settings

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General Settings

• Name: Agent name
• Description: Agent description
• Status: Active, Inactive, Training, Archived
• Version: Agent version number

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Advanced Settings

• Embed Code: Unique code for widget embedding
• API Key: Agent-specific API key
• Organization: Link to organization (if applicable)

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Widget Customization

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Appearance

• Primary Color: Main brand color
• Launcher Icon: Icon style
• Launcher Shape: Circle or square
• Widget Style: Glass, solid, or minimal

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Behavior

• Auto-open: Automatically open widget
• Auto-open Delay: Delay before auto-opening
• File Uploads: Allow file uploads
• Suggested Replies: Show suggested responses

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Content

• Title: Widget header title
• Subtitle: Widget header subtitle
• Initial Message: First message shown
• Suggested Questions: Pre-defined questions

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Agent Analytics

• Total Conversations: Number of conversations
• Total Messages: Number of messages
• Average Response Time: Average time to respond
• User Satisfaction: Feedback ratings
• Popular Questions: Most asked questions
• Conversation Flow: How conversations progress

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Managing Agents

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Editing an Agent

1. Go to your dashboard
2. Click on the agent you want to edit
3. Make changes
4. Click Save

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Duplicating an Agent

1. Go to agent settings
2. Click Duplicate
3. Enter a new name
4. Click Duplicate

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Archiving an Agent

1. Go to agent settings
2. Click Archive
3. Confirm archiving

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Deleting an Agent

1. Go to agent settings
2. Click Delete
3. Type the agent name to confirm
4. Click Delete

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Agent Limits

• Free: 1 agent
• Starter: 3 agents
• Business: 10 agents
• Pro: Unlimited agents

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Best Practices

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System Prompts

1. Be Specific: Clearly define the agent’s role
2. Set Boundaries: Define what the agent should and shouldn’t do
3. Provide Examples: Include example interactions
4. Update Regularly: Refine prompts based on performance

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Knowledge Base

1. Quality Over Quantity: Focus on relevant, accurate content
2. Keep Updated: Regularly update documents
3. Organize Content: Use clear file names and structure
4. Test Coverage: Ensure knowledge base covers common questions

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Testing

1. Test Regularly: Test agent responses before going live
2. Monitor Performance: Review analytics regularly
3. Gather Feedback: Collect user feedback
4. Iterate: Continuously improve based on feedback

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Troubleshooting

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Agent Not Responding

• Check agent status (should be “Active”)
• Verify model is selected
• Check system prompt is set
• Review error logs

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Poor Responses

• Improve system prompt
• Add more knowledge base content
• Adjust temperature parameter
• Review conversation logs

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Knowledge Base Not Working

• Verify documents are processed
• Check knowledge base status
• Ensure training mode is set to “RAG”
• Review document quality

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Next Steps