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What are Agents?

Agents are specialized AI assistants that you can customize for specific tasks and deploy across multiple channels. Think of them as virtual team members with access to your tools, knowledge, and communication channels.
Agents overview dashboard showing agent metrics and table

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Agent Components

  • Settings
  • Channels
  • Inbox
Configure your agent’s core functionality and behavior.
Agent settings panel for configuration
Agent Setup
  • Name and describe your agent’s purpose
  • Choose AI model (Hyper-Plus recommended for best tool performance)
  • Select toolkits and app integrations
  • Configure which actions require approval
  • Create system prompts with guidelines and context
  • Upload PDFs and files for agent knowledge

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Key Features

Intelligent Tool Selection - Agents automatically choose the right combination of system tools and app integrations for each task. Multi-Channel Deployment - Deploy the same agent across Slack, websites, webhooks, and more without rebuilding functionality. Knowledge Integration - Upload documents, PDFs, and context files that your agent can reference during conversations. Approval Workflows - Configure sensitive actions to require human approval before execution.

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Common Use Cases

Customer Support Agent - Deploy on your website to handle inquiries, access your knowledge base, and escalate complex issues. Sales Assistant - Connect to CRM and communication tools to qualify leads, schedule meetings, and follow up automatically. Operations Manager - Monitor systems, generate reports, and coordinate tasks across multiple platforms and team members. Content Creator - Research topics, generate copy, create images, and publish content across your marketing channels.

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Getting Started

1

Create Your Agent

Click “Create Agent” and configure name, description, and model selection.
2

Configure Tools & Knowledge

Select app integrations and system tools. Upload relevant files and create system prompts.
3

Set Up Channels

Create channels for Slack, webhooks, or website deployment to make your agent accessible.
4

Test & Deploy

Test your agent in the chat panel, then save and activate for production use.
Remember to save your agent settings using the black save button before deploying to channels.
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