Create Agent

Creating an agent configures an AI assistant for automatic handling of customer requests. This guide covers creating a new agent in the Fast Line Pro module and saving the main settings on the agent card.

When Needed

  • You need an AI assistant for automatic request handling.
  • You want an agent with custom settings and prompts.
  • You need to connect an agent to a knowledge base for accurate answers.
  • You want behavior tuned to your business context.

What's Important to Know

  • Agent — an AI assistant that can handle customer requests automatically.
  • The agent uses knowledge bases and instructions (prompt) to formulate answers.
  • Changes on the agent card (model, model parameters, tools, context, etc.) apply to live dialogs after you click Publish.
  • Tool setup is described in detail here: Connect and configure agent tools.

Prerequisites

  • You are logged in with integrator permissions.
  • You opened Fast Line Pro via Apps → Fast Line Pro.
  • A knowledge base is prepared there when your agent should use one.

Step-by-Step Instructions

  1. In Fast Line Pro, open the Agents tab.
  2. Click Create agent from scratch — the creation form opens.
  3. Fill in:
    • Agent name — short name for lists and scenarios.
    • Agent description (optional) — internal note for your team if needed.
  4. Confirm creation — the agent detail card opens.
  5. Optionally connect knowledge bases in Context (multi-select supported).
  6. Under Instructions, enter the prompt (tone, rules, structure); use variables as shown in the UI hints.
  7. Under the model block, click Change to pick the AI model; then open Model parameter settings from the cog icon — the dialog lists all parameters exposed for the selected model (sliders, switches, lists, etc., depending on the model).
  8. Optionally configure Tools: open Tools catalog, add tools, fill parameters when fields appear, toggle tools on/off — see Connect and configure agent tools.
  9. Enable Vision when images should be supported and the agent allows it.
  10. Click Publish at the top of the card to save the full configuration and apply it to future agent calls.

What Happens After

The agent appears in the list and can be used in scenarios (for example via the Fast Line Pro action). Until you publish, dialogs continue to use the previous saved configuration.

How to Verify It Worked

  • The agent appears under Agents.
  • After Publish, the card reflects saved settings without pending indicators (as shown in the UI).
  • Optionally run a test dialog through your scenario.

Other Methods

  • Create separate agents for different channels or topics with different knowledge bases.
  • Combine the agent with response checks and handoff to operators in scenarios.