AI agents offer an innovative way to efficiently handle customer inquiries and automate standard processes.Thanks to flexible configuration, agents can be precisely tailored to individual requirements. The creation is done in a few, clearly structured steps, described under the tabs listed above.
This is the foundation for the AI agent. This includes:
Name: The agent’s name should reflect its remit, for example, “Instalment-Agent”.
Description: A short description helps grasp the purpose of the agent at a glance.
Topic: The topic arises from the available skill tags. For instance, an instalment agent could be assigned the skill tag “Payment Transactions”. The assignment ensures a clear organisational categorisation and, for example, simplifies access via the template catalogue.
Channels: Determine which communication methods the AI agent should operate – Email, Chat, Letter, Telephone, etc. An agent can easily be assigned to multiple channels.
The AI agent’s personality defines how it communicates – not just in content, but also in tone. The communication style can be fine-tuned using intuitive sliders:
Informal to formal: Should the AI agent be casual or businesslike?
Speaking style: From brief answers to detailed explanations.
Concise to comprehensive: Determines the level of detail in the feedback.
These adjustments ensure that the AI agent perfectly matches the company’s language and positively supports the customer experience.
All specifications – name, topic, intelligence, personality, and channels – can be adjusted flexibly at any time. This keeps the AI agent dynamic and always adjusted to current requirements.