Ai Agent

What AI Agents are, RAG vs normal agents, and the build-train-publish flow.

Use the two-step wizard to name your agent and define its behaviour, welcome and fallback messages.

Train a RAG agent on documents and website URLs; understand the training stages and retraining.

Set suggested questions, daily limit, live-agent handoff, widget position and colours.

Test your agent, then embed the chat widget on your website with the install snippet.

Let an AI agent auto-reply to WhatsApp messages in four steps.

Let your AI agent judge each conversation against your own criteria and automatically update a Contacts field — so sales can prioritise the good leads.

Review chat transcripts, track token usage, and manage agent statuses.

A complete setup guide for AI summaries — the plan you need, granting the AI Summary permission step by step, adding credits, and tuning every AI Behaviours setting.

Turn any record — a deal, contact, or company — into a concise AI summary of its state, the people involved, and recent activity. A complete walkthrough of every button, state, and setting.