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  • Specifications
  • Recognition
  • Input Parameters
  • Business Logic
  • Output handling
  • Testing and Publishing

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Specifications

Basic Settings
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.

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1. Define Specifications

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.

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2. Choose an 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?
  • Colour accents: Additionally, colours can be chosen that, for example, match the brand identity.
  • Recognition value: A uniform avatar across all channels enhances the visual appearance of the AI agent.

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3. Configure Intelligence

This is where it’s decided how the AI agent solves tasks:
  • Smart argumentation logic: Rules in natural language without programming – ideal for standard processes.
  • Rule-based logic: Code-based workflows for more complex procedures.

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4. Adjust Personality

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.