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AI agents

AI agents overview

What an agent is, when it replies, and how a human takes the thread back.

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An AI agent reads inbound WhatsApp messages and answers them. It has a persona you write, a model you choose, and — optionally — tools it can call and documents it can search. It works the hours nobody is online, and gets out of the way the moment a person steps in.

Agents with their provider, model and status. An inactive agent never answers anything.
Agents with their provider, model and status. An inactive agent never answers anything.

When an agent replies #

Four conditions all have to hold. If a customer is not getting an AI reply, it is almost always one of these:

  1. The agent is active

    An inactive agent is ignored entirely.
  2. It is bound to the number the message arrived on

    Agents are attached to specific WhatsApp accounts. A message on an unbound number gets no AI reply.
  3. No human has taken the thread over

    A human reply takes the conversation off the bot. See Working a conversation.
  4. The contact is not excluded

    The per-contact bot switch is a standing instruction that beats everything above.

What an agent is made of #

A persona

The system prompt: who it is, what it may say, what it must refuse. The single biggest lever on quality.

A model

Supplied by a provider you connect, with temperature and token limits you control.

Tools

REST and database calls it can make mid-conversation to look something up or write something down.

Knowledge

Documents it searches before answering, so replies come from your material rather than the model's guesses.

Memory

How many previous turns it carries into each reply.

An audit trail

Every inference recorded with tokens, latency and outcome. See Audit logs.

A sensible way to roll one out #

  1. Connect a provider and register a model

    Nothing works until there is a model to call. See Providers & models.
  2. Write a narrow prompt

    Start with one job done well, not everything done vaguely.
  3. Test it in the playground

    Push the awkward questions at it before a customer does. See Playground.
  4. Bind it to one number and watch

    Read the audit log for the first day. Take over anything it handles badly and adjust the prompt.
  5. Then widen it

    Add tools and knowledge once the basic behaviour is right — not before.

Where to go next #

Frequently asked

When does the AI agent actually reply?
Four conditions must all hold: the agent is active, it is bound to the number the message arrived on, no human has taken the conversation over, and the contact is not excluded by the per-contact bot switch.
What happens when a human replies to a thread the bot is handling?
The conversation comes off the bot automatically. The agent stays out of that thread from then on, so the customer is never contradicted mid-conversation.
Can an agent look up real data from my systems?
Yes, through custom tools — REST or database calls the agent can make during a conversation to fetch or write real records.