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AI Agents

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Overview

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Creating AI Agents

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Agent Properties

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Defining Instructions

• Persona: Who the agent is
• Knowledge: What information it has access to
• Behavior: How it should respond
• Tone: Professional, casual, formal
• Goals: What it should achieve

You are a friendly sales representative for a B2B SaaS company. 
Your goal is to qualify leads and schedule demo calls. 
Be professional but conversational. 
Ask qualifying questions to understand their needs. 
End by proposing a demo time if qualified.

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Using AI Agents

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Reply Assistant

• Automatically suggests responses
• Uses selected agent’s persona
• Learns from conversation context

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Campaign Responses

• Auto-reply to campaign responses
• Lead qualification flows
• Meeting scheduling

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Organization Support

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Shared Agents

• Visible to all organization members
• Managed by creator
• Can be unshared

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Default Agent

• Auto-selected in reply assistant
• Can be overridden per conversation

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API Endpoints

GET    /ai-agents/               - List agents
POST   /ai-agents/              - Create agent
PUT    /ai-agents/{id}          - Update agent
DELETE /ai-agents/{id}          - Delete agent

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Best Practices

1. Specific Personas: Create agents for specific use cases
2. Clear Instructions: Be explicit about behavior
3. Test Thoroughly: Test agents before production
4. Iterate: Refine based on results
5. Organization Use: Create shared agents for team consistency