Create and configure an AI agent

The AI agent truly converses: it understands what the person writes, answers with your company's information and leads to the goal you choose. Requires the Bot with AI plan.

Goal, tone and data to collect: all in one place.

1. 1

   Open AI Agent

   In How do you want to serve?, choose Bot + AI (the menu with the AI helping) or Service agent (AI only).

2. 2

   Give it a name and tone

   Fill in Assistant name and Tone of voice.

3. 3

   Choose what it does

   In What this agent does: Sell, Serve and support, Schedule an appointment or Just inform.

4. 4

   Write the instructions

   In Instructions (prompt), describe how to serve. Use What the AI CAN answer and What the AI CANNOT answer to set limits.

5. 5

   Say what to collect

   In Collect customer data (lead), check Name, Email, Phone, City, Interest, CPF/CNPJ or Address. Need another field? Write it in Your fields (one per line), e.g., Car plate.

6. 6

   Activate and save

   Check Activate AI agent and click Save configuration.