Specifications

Basic Settings

AI Agents offer an innovative way to handle customer inquiries efficiently and automate standard processes. Thanks to the flexible configuration, agents can be precisely tailored to meet individual requirements. The creation is done in a few, clear steps which are described under the tabs listed above.

1. Define Specifications

Here the foundation for the AI agent is laid. This includes:

  • Name: The name of the agent should reflect the area of responsibility, e.g. “Instalment Agent”.

  • Description: A brief description helps to grasp the purpose of the agent at a glance.

  • Topic: The topic arises from the existing skill tags. For example, an instalment agent could be assigned to the skill tag “Payments”. The assignment ensures clear organizational assignment and, for example, facilitates access via the template catalog.

  • Channels: Determine through which communication channels the agent should act - Email, chat, letter, phone, etc. An agent can easily be assigned to multiple channels.

2. Choose Avatar

The avatar gives the AI agent a visual identity and emphasizes its individual character. Various options are available:

  • Style: Should the avatar appear more professional, friendly, or neutral?

  • Color Accents: In addition, colors can be selected that, for example, match the brand identity.

  • Recognition Value: A uniform avatar across all channels strengthens the visual appearance of the agent.

3. Configure Intelligence

This decides how the agent solves tasks:

  • Smart Argument Logic: Rules in natural language without programming - ideal for standard processes.

  • Rule-based Logic: Code-based workflows for more complex procedures.

4. Customize Personality

The agent’s personality defines how it communicates - not only in terms of content, but also in tone. Communication style can be finely adjusted via intuitive sliders:

  • Informal to Formal: Should the agent appear relaxed or businesslike?

  • Speaking Style: From brief answers to detailed explanations.

  • Concise to extensive: Determines the depth of detail of the feedback.

These adjustments ensure the agent fits perfectly with the company’s language and positively supports the customer experience.

All specifications - name, topic, intelligence, personality, and channels - can be flexibly adjusted at any time. This keeps the agent dynamic and always adapted to current requirements.