Customize AI Agent
Configure and personalize your AI agents for optimal customer support
AI Agent Customization
Customize your AI agents to provide consistent, on-brand customer support that aligns with your organization’s voice and requirements.
Basic Configuration
Instructions
Configure detailed instructions for your AI agent to:
- Define how the agent should behave and communicate
- Set guidelines for handling customer interactions
- Establish response patterns and tone
Transfer to Human
Enable automatic transfer to human agents when:
- AI agent can’t handle the query
- Customer specifically requests human support
- Complex issues require human intervention
When transfer is enabled, you can select specific user groups that can handle transferred conversations.
Customer Feedback
- Enable/disable automatic rating requests at chat end
- Collect customer satisfaction metrics
- Track agent performance
Status Management
- Toggle agent between Online/Offline states
- Offline agents won’t accept new conversations
- Status is clearly displayed to customers
Basic Configuration
Instructions
Configure detailed instructions for your AI agent to:
- Define how the agent should behave and communicate
- Set guidelines for handling customer interactions
- Establish response patterns and tone
Transfer to Human
Enable automatic transfer to human agents when:
- AI agent can’t handle the query
- Customer specifically requests human support
- Complex issues require human intervention
When transfer is enabled, you can select specific user groups that can handle transferred conversations.
Customer Feedback
- Enable/disable automatic rating requests at chat end
- Collect customer satisfaction metrics
- Track agent performance
Status Management
- Toggle agent between Online/Offline states
- Offline agents won’t accept new conversations
- Status is clearly displayed to customers
Jira Integration
Create Jira Tickets
Enable automatic ticket creation for:
- Issues without immediate resolution
- No transfer agent available
- Transfer requests not attended
- Customer follow-ups
- Complex issues requiring tracking
Configuration
- Select Jira project for ticket creation
- Choose appropriate issue type
- Configure when tickets should be created
Jira connection must be established in settings before enabling ticket creation.
Widget Integration
Add the chat widget to your website by copying and pasting the following code:
Replace YOUR_WIDGET_ID and YOUR_WIDGET_URL with your actual widget credentials.
Rate Limiting
Enable Rate Limiting
Configure rate limiting to protect your agent from abuse and control traffic:
Daily Limit
- Set maximum requests per IP address per day
- Range: 10-1000 requests
- Prevents abuse from single sources
Rate Limit
- Control requests per second
- Range: 1-10 requests per second
- Manages traffic flow and server load
Rate limiting helps prevent abuse while ensuring legitimate users maintain access to support.
Knowledge Base
Next: Learn how to enhance your AI agent with domain knowledge