AI Agent

What it does#

AI Agent hands the conversation to one of your AI flows. From this step on, the AI flow answers the customer's messages: it can use your knowledge, follow your instructions and call tools.

A common pattern: a few chatbot steps to greet the customer and collect their name, then an AI Agent step to answer free questions.

You don't need to leave the chatbot to build the AI flow: create it, open it and test it right from the step.

Create a new AI flow from the step#

1. 1

   Drag AI Agent onto the canvas

   It's under Tools in the step list. Connect the step that comes before it.

2. 2

   Choose Create a new AI flow

   Click the step. Under AI flow, Create a new AI flow is selected (recommended). Click Create and open.

3. 3

   Build the flow

   The AI flow opens in a sheet over your chatbot. Click its name at the top to rename it, then set it up like on the AI Flows page. Use the gear for AI settings such as knowledge and files from customers.

4. 4

   Test it

   Click Test: the flow is saved and a preview opens beside it. Choose Whole chatbot to run the chatbot until it reaches the AI step, or This AI flow only.

5. 5

   Close or minimize

   Click Minimize to look at the canvas and come back from the chip at the bottom, or Close when you're done. Your changes are saved as you go.

6. 6

   Publish

   Publish the chatbot. Changes to the AI flow go live together with it.

Use an existing AI flow#

1. 1

   Choose Use an existing AI flow

   In the step, select Use an existing AI flow.

2. 2

   Pick the flow

   Search by name. Each flow shows where it's already used, for example Used in 2 chatbots, or Not used in a chatbot yet.

3. 3

   Open or change it later

   Click Open to edit it in the sheet, double-click the step card on the canvas, or click Change to pick a different flow.

Example#

A real-estate agency's chatbot asks Buy or rent? with Buttons, then Which city? in a Text step. Both paths connect to an AI Agent step linked to the AI flow Property assistant, which knows the listings. The customer writes Do you have a 3-room flat under 7,000 a month? and the AI flow answers from the listings, in the same chat.

In the step's Phone preview tab you'll see Handed to Property assistant: the AI flow writes the replies from there.

Common mistakes#

• No AI flow chosen. The step shows Connect a step into this one and choose an AI flow. Create or pick one.
• "This AI flow no longer exists". The flow was deleted. Create a new one or choose another in the step.
• "Your plan's AI flow limit is reached". Choose an existing AI flow, delete one you don't use on the AI Flows page, or upgrade. The Free plan includes 1 AI flow.
• An OpenAI assistant doesn't open in the sheet. Assistants are edited on the AI Flows page: click Open on the AI Flows page.
• Testing old changes. Tests use the saved flow. Wait a moment after editing, then start a new test.