Manage AI agents
Learn how to create and manage AI agents.
Requires the Manage AI agents permission. Workspace admins can grant this under Settings → Workspace → Roles & permissions.
Open the AI Agents module to manage agents. All new workspaces start with a Default AI agent which can be modified or deleted.
Switch agents
Select the current agent dropdown at the top of the dashboard.
Select the agent to switch to.
Create or import an agent
The number of AI agents available depends on your subscription plan.
Select the current agent dropdown → Create AI agent, then choose Create or Import AI agent.
Avatar
The agent's profile picture. Shown in agent network views. Optional.
Name
The agent's name shown in messaging apps.
Default language
The default localisation language for triggers and actions.
Press Create to finish.
Importing is for legacy chatbots previously exported from Proto v2 (pre-2025) only.
Supply the same Avatar and Name fields, then upload the ZIP file of the previously exported agent. Press Create to finish.
Agent tabs
Personalisation
Large language model
Toggle to enable or disable generative LLM replies.
Agent persona
Instructions defining the agent's role, tone, and behaviour.
Languages
Languages
Languages the agent's workflows operate in. Content must be translated manually for each.
Default language
The agent's fallback language when no other matches.
The number of assignable languages depends on your subscription plan.
Settings
Avatar
PNG, JPEG, or GIF up to 10 MB.
Name
The agent's display name.
Danger zone
Delete agent permanently removes the agent and all associated data. This cannot be undone. Historic chat logs persist, but channels the agent was published to will stop working. Migrate your audience to another agent before deleting.
Press Save in each section to apply changes.
Speech-to-text
Enable speech-to-text
Toggle transcription of incoming voice messages on or off.
Languages
The languages to transcribe.
Text-to-speech
Enable text-to-speech
Toggle AI agent voice replies on or off.
Include audio transcript
Sends the text transcript alongside the voice message.
Languages
Languages for generated voice messages.
Gender
The gender of the generated voice (male or female).
Press Save in each section to apply changes.
Name
Version name
Created
Who created it and when
Last deployed
When it was last pushed live
Last changed
Most recent edit
Note
Optional version note
Status
Live marks the version currently active for users
An audit trail of changes to the selected version's workflows. Each entry records the user, event type, the affected action's ID and name, and the timestamp.
Filterable by date, user, and action.
Contains the agent's external handoff credentials — used to receive conversations from another AI agent.
AI agent ID
Unique identifier for this agent
AI agent secret
Secure key for verifying inbound handoffs
Platform domain
The domain where this agent is hosted
Copy these values into the AI agent handoff action of the originating agent.
AI agent tester
A built-in chat panel for testing the agent's responses directly from the dashboard. Shows which version is being tested and whether it is live. Type a message, attach a file, or record a voice message to interact as a person would. Use the refresh button to restart the test conversation.
Voice messages
A microphone button appears next to the attachment button when all of the following are true:
Speech-to-text
Enabled for the agent (Voice tab above).
Language support
At least one of the agent's configured languages also supports voice recognition.
Microphone access
The browser supports audio recording and access has been granted.
Select the microphone to start recording. While recording, a stop button, a recording indicator, and an elapsed-time counter are shown. Selecting stop opens a preview:
Playback
Play or pause the recording before sending.
Language
The language the message was spoken in, used for transcription. Defaults to the agent's default language, or English if that language doesn't support voice recognition, and can be changed to any of the agent's other voice-recognition-supported languages.
Discard
Deletes the recording without sending.
Send
Uploads the recording to the test conversation.
Once sent, the recording is transcribed and handled the same way as a typed message. If Text-to-speech is also enabled, the agent's replies for the rest of that test conversation are returned as voice.
Starting a new test conversation, or leaving the tester, discards any recording in progress.
Workflow Co-pilot
Currently in beta.
An AI chat assistant that edits the open workflow on your behalf, shown in a Co-pilot tab beside the AI agent tester. Describe what to build, edit, or optimise — the assistant can create, update, and delete triggers and actions, and may present a plan for you to approve or reject before it applies the change. A Revert option appears after each run to undo everything it changed.
Only available while a specific trigger or action is open, and only on a version that isn't live — duplicate the version first to make changes.
Knowledge
Train the agent on content it uses to generate replies. See Knowledge.
Publish
Deploy the agent live to messaging channels. See Publishing.
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