Agents

Automate tasks and build conversational assistants with AI Agents

Everything in your workspace centers around agents. Powered by agentic workflows, these agents combine LLM reasoning with tools and data to complete tasks. They go beyond basic chatbots to deliver sophisticated, logic-driven automation.

What Is an Agent

A Helvia Agent is the intelligent core of your workspace, designed to automate complex tasks and interact with users using your specific data and logic. An agent is your versatile AI worker: manage in Workspace, build and deploy in Designer, and monitor the performance in Observatory.

Every agent is built on three essential pillars:

Workflows

Defined sequences of nodes that dictate the agent's behavior, decision-making, and logical progression.

Knowledge

Custom data sources and documents that provide the agent with the specific context needed to give accurate, grounded answers.

Plugins

External capabilities and integrations that empower the agent to execute complex tasks.

A single Workspace can house multiple agents, allowing you to manage an entire suite of AI tools in one centralized hub. While each agent is tied to its specific Workspace, you are not limited to a single version; you can create multiple deployments for any agent to test different configurations or prompt variations simultaneously.

Creating an Agent

1

Connect an AI Provider

Before creating an agent, configure an LLM provider in Workspace > Integrations. Click Add Integration and select your provider (e.g., OpenAI, Gemini, or Azure). Enter a name and your API key and click Create Integration.

Agents inherit Workspace integrations automatically. Set this up once and every new agent gets access to it.

2

Click 'Create New Agent'

Navigate to Workspace > Agents and click Create New Agent.

3

Name your agent

Use a descriptive and unique name to easily identify between agents in the dashboard. A structured naming approach also enables a simplified version control system.

4

Select primary language

This is the primary language that the agent will use to respond in conversations. You can change or add more languages anytime by navigating to Designer > Settings > Configuration.

5

Add a description (Optional)

The description provides the context necessary for other makers in the workspace to understand the agent's role.

6

Add an image (Optional)

This image is used as the agent's avatar in channels that support it, such as in Webchat conversations.

You can:

• upload an image

• browse your workspace's Media Manager

• connect an external URL

7

Create your agent

Click on Create. Your new agent is now available in Workspace > Agents.

To build, configure, or deploy your agent, head over to Designer

Accessing an Agent

To view the Agents dashboards, go to Workspace > Agents. From here, you can:

• View all existing agents in your Workspace

• Create new agents

• Perform actions like edit, clone and replace existing agents

To access a specific agent, your options depend on your current view:

Workspace

Select Agents from the sidebar and click on your agent.

Designer

Cloning and Replacing Agents

The Agents table includes two actions that let you duplicate agents and transfer content between them. Both are available from the Actions column on each agent row. For a detailed walkthrough on how to use them see Version Control.

Clone Agent

Create an identical copy of an agent — including workflows, variables, and configurations. Clone within the same Workspace or into a different one.

Replace Agent Content

Overwrite one agent's content with another's. Use this to promote changes between environments (e.g., Dev to Staging).

Version Control

Combine Clone and Replace to set up a Dev → Staging → Production workflow that keeps your live agent safe while you iterate.

Deleting an Agent

Deleting an agent is permanent. All associated data -including workflows, chat sessions, and surveys- will be also be removed. Ensure you have exported, cloned, or backed up any necessary data before proceeding.

1. Go to Designer > Settings and click on Configuration

2. Click Delete this agent under the Danger Zone

3. Type 'DELETE' (uppercase) in the textbox to confirm deletion

Backups

Backups let you save and restore a complete snapshot of your agent's configuration — including workflows, variables, and settings. The platform does not create backups automatically, so you need to create them manually before making significant changes.

Go to Designer > Backups to manage backups for the current agent. Each backup is associated with the timestamp of when it was created, a unique identifier and an optional note.

Create a backup before editing prompts, restructuring workflows, or updating variables. If something breaks, you can restore the previous state in one click instead of rebuilding from scratch.

Manage Backups

Managing backups is straightforward: create new ones, restore to a previous snapshot, or delete backups you no longer need.

Creating a Backup

Click Create Backup Now. A dialog prompts you to add an optional note — use it to describe what the backup captures (e.g., Before prompt rewrite or Stable v2). Click Create Backup to confirm.

Restoring a Backup

Deleting a Backup

Additional Settings

You can manage different agent-specific settings under Designer > Settings

Configuration

Configure the identity, chat settings and language of your agent

Privacy

Configure your agent’s chat privacy settings, including data retention and anonymization protocols.