Order Status Agent, a
Sales Advisor Agent, a WhatsApp Marketing Agent, and so on — each with its own instructions,
knowledge, and restrictions. Agent Routing then decides which agent answers a given customer
message.
1. How to Create Your First AI Agent
Turn on AI Agents, build a named agent (name, description, system prompt, knowledge), and
switch it on for your bot.
2. How to Train Your AI Chatbot
The full reference for every Knowledge Source type — Content, URL, File, Media, Google
Sheet, and API.
3. Agent Routing
Decide which agent replies to which kind of customer message.
4. AI Agent Actions
The
##action## syntax that lets an agent do things, not just talk — assign labels, look up
orders, hand off to a human.5. How Do I Restrict AI on Specific Keywords?
Stop an agent from answering topics it shouldn’t touch.
6. How Do I Auto-Assign Conversations to a Department?
Hand a conversation to a human team instead of leaving it with the AI.
7. How Do I Build a Multi-Agent AI Workforce?
A worked example: three specialized agents working together on one bot.
Frequently asked
Where do I start if I've never created an AI agent before?
Where do I start if I've never created an AI agent before?
How to Create Your First AI Agent — it walks through
turning the system on, building your first named agent, and switching it on.
Do I need more than one agent?
Do I need more than one agent?
No — a single agent with a broad System Prompt and one Knowledge Set works fine for most
bots. Multiple agents are worth it once different types of questions need very different
instructions or actions — see How Do I Build a Multi-Agent AI
Workforce?.
Can I stop the AI from answering during business hours?
Can I stop the AI from answering during business hours?
Yes — that’s a separate setting from anything here. See Disable AI Agent under How Do
I Set Up Business Hours for My Bot?.
Learn From a Use Case
- Travel Assistant — an AI Agent trained on the business’s own knowledge, routing enquiries and complaints.
- Availability-Based Conversation Assignment — handing a conversation to a team the moment a message matches.

