Managing your AI agents well keeps your workflows running smoothly and your results consistent. The interface is straightforward and most of what you need is available directly from the menu, whether you're creating new agents, duplicating existing ones, or setting a primary agent.

You can access this tab in the AI Agents section of your account.

Create AI agent

To set up a new AI agent tailored to your business needs, click the "+Create agent" button.

Dashboard

Filters

Once your bot is active, you can view metrics by channel, date, or specific agent using the filters at the top of the dashboard.

Dashboard Metrics

  • Total Unique Contacts: Displays the number of distinct individuals who have interacted with the system within the selected time period.
  • Total Actions Triggered: Shows how many automated actions were executed based on user interactions.
  • Total Appointments Booked: Indicates how many appointments were successfully scheduled through the conversation system.
  • Time Saved: Estimates the amount of time saved through automation instead of manual responses.
  • Total Unique Contacts (Graph): A visual representation of unique contacts over time.
  • Total Messages: Displays the total number of messages exchanged between users and the system.
  • Average Messages per Contact: Calculates the average number of messages sent per unique contact.

Total Conversations Table

  • Contact Name: Displays the name of the contact involved in the conversation. If the contact has been removed, it will be marked as deleted.
  • Channel Name: Indicates the platform or communication channel where the conversation took place (e.g., Instagram, SMS, email, etc.).
  • Agent Name: Shows which agent handled the interaction.
  • Last Message Date & Time: Displays the most recent timestamp of activity in the conversation, helping track when the last interaction occurred.
  • Actions: Provides available actions for each conversation, such as viewing a summary or accessing additional details about the interaction.
  • Select Contact: A dropdown filter that allows you to search for and view conversations associated with a specific contact.

Agents List

Search Agent

Find any agent quickly using the search bar. Type the agent's name and the system will show the relevant results.

AI Agent Table

The AI Agent Table gives you a clear overview of your agents, with key details to help you monitor and manage them:

  1. Agent Name: Easily identify each agent by its assigned name.
  2. Status: Check whether an agent is active, inactive, or in setup mode.
  3. Supported Channels: View the channels the agent is integrated with, such as chat, email, or voice.
  4. Last Updated: Keep track of when the agent was last modified to ensure it's running with the latest updates.

Action Menu

The agent menu offers several actions to help you manage your agents without unnecessary navigation:

  • Edit: Update or modify an agent's configuration as needed.
  • Duplicate Bot: Duplicating an agent saves time when managing multiple agents. The duplicated agent will inherit the following settings: Agent Mode set to Off, an Agent Name prefixed with "Copy - [Original agent Name]", and a complete replication of Business Name, Goals, Prompt, Channels, Settings, and Custom Actions from the original agent.
  • Open in a new tab: Open an agent in a new browser tab to work on it without disrupting your current view.
  • Set as Primary: The Set as Primary button lets you designate an agent as primary directly from the agent list view page, maintaining consistency with the existing Set as Primary flow.
  • Delete: Remove any agent you no longer need.

Managing AI agents is straightforward, whether you're creating, editing, or duplicating them. These tools are designed to save time and keep things simple.