User Guide

AI Agents

Learn how to create, configure, and manage your AI agents to provide excellent customer support.

What are AI Agents?

AI Agents in HelpKite are intelligent chatbots powered by advanced language models. They can understand customer inquiries, provide accurate responses based on your knowledge base, and perform automated actions like booking appointments or escalating to human support.

24/7 Support

Provide instant responses to customers around the clock

Scalable

Handle unlimited conversations simultaneously

Customizable

Tailor responses and personality to match your brand

Creating Your First Agent

1

Go to Agents Page

Navigate to the Agents section in your dashboard to see all your AI agents.

Open Agents
2

Create New Agent

Click the "Create Agent" button and provide a name and description for your AI agent. Choose a personality that matches your brand voice.

3

Configure Settings

Set up your agent's personality, response style, and behavioral preferences in the Settings tab.

Agent Configuration

Knowledge Base

Train your agent with relevant content

  • • Upload documents and files
  • • Add website content via crawling
  • • Create Q&A pairs
  • • Add manual text content
Learn More

Actions

Configure automated actions and integrations

  • • Calendar booking integration
  • • Lead capture forms
  • • Human escalation
  • • Custom API calls
Learn More

Personality

Customize your agent's communication style

  • • Tone and voice settings
  • • Response length preferences
  • • Brand personality traits
  • • Custom greeting messages

Integration

Embed your agent on your website

  • • Get widget installation code
  • • Configure widget appearance
  • • Set up custom domains
  • • Monitor widget performance
Widget Guide

Best Practices

Tips for Effective AI Agents

📚 Comprehensive Knowledge Base

Upload detailed documentation, FAQs, and product information to ensure accurate responses.

🎯 Clear Agent Purpose

Define specific use cases and train your agent for particular scenarios (support, sales, etc.).

🔄 Regular Updates

Keep your knowledge base current and review conversation logs to improve responses.

👥 Human Escalation

Set up escalation paths for complex issues that require human intervention.

Next Steps