Building agents
- Create an agentStart a new AI agent from a description, a template or a blank canvas, and find it again in your Agents list.3 min read
- Use the flow editorAdd steps, connect branches, go back to an earlier step and let your work autosave as you build an agent's flow.4 min read
- Build with the assistantDescribe an agent in plain words and let the assistant plan, build and test it, then change it later the same way.3 min read
- Test your agentPreview a conversation in web chat or run the draft headlessly to see what each step does, before customers see it.2 min read
Steps reference
- Messages and media stepsSend text, files, carousels and cards, and ask for a customer's location.3 min read
- Questions and choices stepsAsk the customer for text, a file, a date or a choice, and save the answer in a variable your flow can use.3 min read
- AI stepsUse AI Task for one answer and AI Agent for a whole conversation, and give them knowledge and tools.4 min read
- Handover stepPass a conversation from the agent to a person in the Inbox, choose the queue and add tags.2 min read
- Logic stepsBranch with a Router, repeat steps for each item in a list with a Loop, and set variables with the Variables step.3 min read
- App stepsCall apps like Slack or Google Sheets from your flow by choosing an action and connecting an account.2 min read
Triggers & publishing
- Publish an agentCheck your flow, publish it so customers get it, and understand Draft, Live and Paused.3 min read
- Share your agentCopy the Web Chat install snippet, find your widget key, replace it if it leaks, and see where else the agent answers.3 min read
- Start an agent with a webhook, schedule or app eventRun a flow when another system calls a URL, on a clock, or when something happens in a connected app.4 min read