Create New Agent Group

Set up your Agent Group within the Create New Agent Group popup.

After clicking "+Create New Agent Group" a "Create New Agent Group" popup window will appear. This will initially appear empty except the option to fill out Group Name, and clicking "+Add Agent" will start populating the popup with the option to add Agents.
After clicking "+Create New Agent Group" a "Create New Agent Group" popup window will appear. This will initially appear empty except the option to fill out Group Name, and clicking "+Add Agent" will start populating the popup with the option to add Agents.

When you click +Create New Agent Group, this Create New Agent Group popup will appear.

Fill out the Group Name, which will represent your Agent Group. This will be the name you have to locate if you want to use the Agent Group as an AI Chatbot in your Channels.

Add Agent

In order to add a new AI Chatbot into your Agent Group, click Click "+Add Agent" within the "Create New Agent Group" to start adding AI Chatbots as Agents in the Agent Group you are currently working on

This will expand the Create New Agent Group popup to reveal a new interface.

Click "+Add Agent" to start adding agents to your Agent Group in the "Create New Agent Group" popup. Click "+Add Agent" as many times as you need to add as many AI Chatbots in your Agent Group as needed, provided you fill out the necessary information.
Click "+Add Agent" to start adding agents to your Agent Group in the "Create New Agent Group" popup. Click "+Add Agent" as many times as you need to add as many AI Chatbots in your Agent Group as needed, provided you fill out the necessary information.

After clicking +Add Agent, the popup expands to reveal more fillable information. Please provide the following:

  • Select Chatbot: Choose the AI Chatbot you want to add into the Agent Group. It has to be a pre-existing AI Chatbot you already created.

  • Agent Name: Give your AI Chatbot an Agent Name to be used in the context of this Agent Group.

  • Model Provider (Optional): Give a Model Provider of the AI Chatbot you've chosen for easy tracking in your dev team - this can be OpenAI, Anthropic, etc.

  • Description: Describe the function of your AI Chatbot within this Agent Group. How will it help users compared to your other bots inside this Agent Group?

  • Example Queries: Add examples of chats from users that this AI Chatbot will normally answer. This will teach the Agent Group to start routing users to this AI Chatbot if they spot questions that follow the pattern of your queries.

Repeat the process by clicking Add Agent to add as many AI Chatbots as your Agent Group needs.

Finish your Agent Group setup

When done, click Finish your Agent Group set up by clicking "Create Group" after filling out everything inside the "Create New Agent Group" popup

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