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.
An 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:
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.
Every agent starts from a Blueprint: a ready-made starting point that bundles workflows and the plugins a common use case needs.
To view the Agents table, 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:
Navigate to Workspace > Agents and click on your agent.
Click the agent selection card on the top of the Designer to search for and switch between agents.
The Live Demo button lets you chat with your agent without deploying it. Use it to validate workflow edits, prompt changes, or new Knowledge Base content before pushing them to a live channel. The chat itself behaves like a Webchat deployment, with additional controls for testing.
The button is docked to the right edge of Designer and is available from any tab. A status indicator below the play icon shows whether the agent's training is current. Click it to update the agent knowledge.
The preview goes beyond a chat surface. You can target a specific workflow for the run, tune context like language or metadata, and view the finished session in Observatory:
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.
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 manually backed up any necessary data before proceeding.
Go to Designer > Settings
Click Delete this agent under the Danger Zone
Type 'DELETE' (uppercase) in the textbox to confirm deletion
Backups let you save and restore a complete snapshot of your agent's configuration, including workflows, variables, and settings. Back ups are not created 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.
Managing backups is straightforward: create new ones, restore to a previous snapshot, or delete backups you no longer need.
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.
Click the icon in the Actions column. A confirmation prompt appears. Click Yes to proceed.
Overwrites Current State Restoring a backup replaces your agent's entire configuration with the saved snapshot. Any changes made after the backup was created are lost.
Click the delete icon in the Actions column and confirm with Yes.
Permanent Action Deleting a backup cannot be undone. Make sure you no longer need the snapshot before confirming.
Open Designer > Settings to manage an agent's core configuration: its identity, language, and how it behaves in a conversation. Privacy controls sit separately under Designer > Privacy & Security.
Name, Description, Avatar
The agent's identity, set when you create the agent and editable here at any time
Timezone
The time zone the agent operates in
Session Expiration (sec)
How long, in seconds, an inactive conversation stays open before the next message starts a new session
Enable Thumb Rating
Lets end users rate the agent's responses with a thumbs up or down
Language
The agent's primary language, plus any additional languages
Enable Agent
Turns the agent on or off, controlling whether it is currently available
Delete this agent
Permanently removes the agent and all of its settings and backups. See Deleting an Agent for the full steps
Name agents for the table: Use descriptive, unique names and a consistent naming approach, which keeps agents easy to tell apart and supports a clean version control workflow
Back up before significant changes: Backups are not created automatically, so snapshot the agent before editing prompts, restructuring workflows, or updating variables
Preview before you deploy: Validate prompt and workflow changes in a Live Demo
Promote changes with Clone and Replace: Keep a Dev → Staging → Production workflow so your live agent stays safe while you iterate
Export before deleting: Deletion is permanent and removes workflows, chat sessions, surveys, and backups, so export or clone anything you might need first
You can now create an agent from a Blueprint, preview and back it up, promote changes across environments, and manage its identity, language, and settings from one place.
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