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Agent Management

Manage your AI agents, configure their behavior, and monitor their performance.

Agent Overview

Your agents are the core of your Agentix experience. Each agent is an intelligent assistant designed to handle specific tasks and conversations.

Creating Agents

From Templates

Choose from our pre-built templates for common use cases:
  • Customer Support
  • Sales Assistant
  • Technical Support
  • FAQ Bot
  • Lead Qualification

Custom Agents

Build agents from scratch with complete control over:
  • Personality and tone
  • Response patterns
  • Knowledge sources
  • Integration settings

Agent Configuration

Basic Settings

  • Name: Descriptive name for your agent
  • Description: What your agent does
  • Language: Primary language for conversations
  • Timezone: For accurate time-based responses

Personality Settings

  • Tone: Formal, casual, friendly, professional
  • Response Style: Concise, detailed, conversational
  • Brand Voice: Match your company’s communication style

Behavior Rules

  • Greeting Messages: How to welcome users
  • Escalation Triggers: When to transfer to humans
  • Fallback Responses: What to say when uncertain
  • Conversation Endings: How to conclude interactions

Knowledge Integration

Connect your agents to various knowledge sources:

Document Uploads

  • PDF files
  • Word documents
  • Text files
  • Web pages

Database Connections

  • Customer databases
  • Product catalogs
  • FAQ systems
  • Knowledge bases

API Integrations

  • CRM systems
  • Help desk software
  • Content management systems
  • External APIs

Testing Your Agent

Built-in Testing

  • Test conversations in real-time
  • Simulate different user scenarios
  • Validate response accuracy
  • Check escalation procedures

A/B Testing

  • Compare different agent versions
  • Test response variations
  • Measure performance differences
  • Optimize based on results

Monitoring & Analytics

Track your agent’s performance with detailed analytics:

Key Metrics

  • Response Time: How quickly agents respond
  • Accuracy Rate: Correctness of responses
  • User Satisfaction: Ratings and feedback
  • Resolution Rate: Percentage of resolved queries

Conversation Analytics

  • Most common questions
  • User journey mapping
  • Drop-off points
  • Success patterns

Agent Deployment

Channels

Deploy your agents across multiple channels:
  • Website chat widgets
  • Mobile apps
  • Social media platforms
  • Voice assistants
  • Email systems

Integration Options

  • REST APIs
  • Webhooks
  • SDKs for popular platforms
  • Custom integrations

Best Practices

Follow these guidelines for optimal agent performance
  1. Start Simple: Begin with basic functionality and add complexity gradually
  2. Test Thoroughly: Validate all scenarios before deployment
  3. Monitor Continuously: Track performance and user feedback
  4. Update Regularly: Keep knowledge base current and relevant
  5. Train Continuously: Improve based on real conversation data

Troubleshooting

Common Issues

  • Poor Response Quality: Review training data and knowledge base
  • Slow Response Times: Check system performance and optimization
  • User Complaints: Analyze conversation logs and improve responses
  • Integration Problems: Verify API connections and configurations

Customize Your Agent

Learn advanced customization options

Knowledge Management

Set up and manage your agent’s knowledge