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Creating and Managing Agents

What this section is for

The "Agents" section allows you to create, configure, and manage AI agents — smart assistants that communicate with users through various platforms (website, Telegram, Discord, and others).

How to access this section

  • Through menu: Sidebar menu → "My agents"
  • Direct link: /agents
  • Required permissions: Authorized user with active company

Agent list

What you see on the list page

When entering the section, a list of all created agents is displayed as cards. Each card contains:

  • Agent icon — visual identifier
  • Agent name — main name for identification
  • "Open" button — opens agent in new tab for testing
  • Settings button (⚙️) — quick access to agent settings

List actions

  • Click on card — go to agent dashboard with analytics
  • "Open" button — opens chat with agent in new tab
  • Settings button — go to agent settings

If no agents exist

When there are no agents, a template grid is displayed for quick creation of the first agent.

Creating a new agent

Method 1: Through "Create New Agent" button

  1. Click the button "+ Create New Agent" in the top right corner of the list page
  2. Modal window opens with agent template selection

Method 2: From template grid (when list is empty)

  1. Select template from the suggested grid
  2. Creation form opens for the selected agent type

Step 1: Template selection

The modal window displays available agent templates. Each template is optimized for specific tasks:

  • Different agent types — for support, sales, FAQ, consultations
  • Preset settings — optimal parameters for each type
  • Icon and description — help choose appropriate template

Step 2: Basic agent settings

After selecting a template, a form opens with fields:

Required fields

  • Agent name (Name)

    • Will be displayed to users
    • Used for identification in list
    • Recommended: short and clear name

  • Agent type (Agent Type)

    • Private — accessible only to you and via direct link
    • Corporate — accessible to everyone in your organization
    • Public — visible to all platform users

Optional fields

  • Agent language (Language)

    • Main communication language of the agent
    • Affects response quality in selected language
    • Can be changed later in settings

  • Agent icon (Avatar URL)

    • Image URL or icon code from Iconify library
    • Iconify examples: mdi:robot, heroicons:chat-bubble-left
    • Displayed in list and during communication

  • Platforms (Platforms)

    • Web platform enabled by default
    • Additional platforms configured after creation

Step 3: AI settings

In the second step of the wizard, artificial intelligence parameters are configured. The set of settings depends on the selected template and agent type:

General settings (for all types):

  • AI model — language model selection (GPT-4, GPT-3.5, Claude, etc.)
  • System prompt — instructions for agent about its role and behavior
  • Temperature — creativity level of responses (0.0 - 1.0)

Additional settings (depend on agent type):

  • Knowledge bases — for agents with document search (FAQ, support)
  • Tools — for agents with extended capabilities
  • Search parameters — for agents working with knowledge bases
  • Specific settings — unique to each template

The specific set of settings is determined by the selected agent template.

Creation completion

  1. Check entered data
  2. Click "Create Agent" to create the agent
  3. Agent will be created and appear in the list
  4. Automatic redirect to the new agent's settings page

Main usage scenarios

Scenario 1: Creating support service agent

  1. Click "+ Create New Agent"
  2. Select "Support Agent" template
  3. Enter name: "24/7 Tech Support"
  4. Select type: Corporate (for internal use)
  5. Set language: English
  6. In second step choose GPT-4 model
  7. Configure system prompt for polite support
  8. Click "Create Agent"

Scenario 2: Creating public FAQ bot

  1. Click "+ Create New Agent"
  2. Select "FAQ Assistant" template
  3. Enter name: "Product Helper"
  4. Select type: Public (accessible to all)
  5. Set default language
  6. Connect knowledge base with FAQ
  7. Create agent

Scenario 3: Quick agent testing

  1. Find agent in list
  2. Click "Open" button on card
  3. Chat opens in new tab
  4. Ask test questions
  5. Check response quality

Important limitations

  • Agent name: required field
  • Required fields: name and agent type
  • Platforms: web version always enabled, others optional
  • Type change: agent type can be changed after creation in settings

Common problems and solutions

Problem: Create agent button is inactive

Solution: Refresh page. If problem persists, system may be temporarily unavailable.

Problem: Agent templates don't display

Solution: Refresh page. If problem persists, check internet connection.

Problem: Created agent didn't appear in list

Solution: Refresh agent list page. New agents should appear immediately after creation.

Problem: Can't open agent for testing

Solution: Check that browser isn't blocking pop-ups. Agent opens in new tab.

Problem: Error when creating agent

Solution: Ensure all required fields are filled. Check name length (no more than 100 characters).

What's next?

After creating an agent, it's recommended to:

  1. Configure agent — detailed configuration of behavior and capabilities
  2. Connect platforms — Telegram, Discord, WhatsApp
  3. Create knowledge base — if agent needs specific information
  4. View analytics — after starting to use the agent