Docs

Agents

Learn how to configure conversational agents that answer, guide, qualify, recommend, and hand off.

1Create an agent
2Configure instructions
3Add knowledge
4Set fallback behavior
5Configure handoff
6Test conversations

Recommended path

Follow the setup path for this area.

1

Create an agent

Complete this step before expanding the workflow or publishing more broadly.

2

Configure instructions

Complete this step before expanding the workflow or publishing more broadly.

3

Add knowledge

Complete this step before expanding the workflow or publishing more broadly.

4

Set fallback behavior

Complete this step before expanding the workflow or publishing more broadly.

5

Configure handoff

Complete this step before expanding the workflow or publishing more broadly.

6

Test conversations

Complete this step before expanding the workflow or publishing more broadly.

Guides

Popular guides in Agents.

Need help with this setup area?

Use docs for the setup path, or contact Trigz if you need help mapping the workflow to your business context.