Create Agent

Creating an agent allows configuring an AI assistant for automatic processing of client requests. This instruction will show how to create a new agent in the FastLinePro module.

When Needed

  • You need to configure an AI assistant for automatic request processing.
  • You want to create an agent with individual settings and prompts.
  • You need to connect an agent to a knowledge base for accurate answers.
  • You want to configure agent behavior according to business specifics.

What's Important to Know

  • Agent — AI assistant that can automatically process client requests.
  • The agent uses a knowledge base and prompts to formulate answers.
  • You can create multiple agents with different settings for different scenarios.
  • The agent can work autonomously or assist operators in real time.

Prerequisites

  • You are logged in with integrator rights.
  • You have navigated to the FastLinePro module via Apps -> FastLinePro.
  • A knowledge base is configured in the system (if needed for the agent).

Step-by-Step Instructions

  1. In the FastLinePro module, find the "Agents" or "Agents" section.
  2. Click the "Create Agent" or "New Agent" button — an agent creation form opens.
  3. In the agent creation form, fill in the basic information:
    • Agent name — enter a name that describes the agent's purpose.
    • Agent description — add a description (optional) for better understanding of the agent's role.
  4. Configure agent parameters:
    • Knowledge base — select the knowledge base that the agent will use (if available).
    • Agent prompt — configure the system prompt that defines agent behavior.
    • AI model — select the AI model for the agent (if multiple models are available).
  5. Configure additional parameters (if available in the agent settings form).
  6. Click the "Create" or "Save" button — the agent is created.

What Happens After

The agent is created and ready for use. You can configure additional parameters, connect a knowledge base, or use the agent in bot scenarios.

How to Verify It Worked

  • Check that the agent appears in the agent list.
  • Make sure all settings are saved correctly.
  • Check that the agent is available for use in scenarios.

Other Methods

  • You can clone an existing agent to create a new one based on previous settings.
  • Some agents can be configured through templates for quick creation.
  • Use testing to verify agent behavior before launch.