Custom AI Agents

Build specialized agents to handle specific tasks within your workflows. Custom AI agents allow you to control behavior, assign tools, and fine-tune models for task-oriented automation.

What is a Custom AI Agent?

A Custom AI Agent is a task-focused assistant that:

Runs inside your workflows
Has its own prompt, tools, and context
Operates on a selected channel (e.g., chat, voice, or tickets)
Can be tuned for accuracy, creativity, or brevity depending on use case

Typical use cases include:

Order status agents that fetch and explain shipping updates
Billing agents that answer invoice questions
Returns agents that handle policy queries with tool access

Steps to Create a Custom AI Agent

Navigate to AI Agents

Go to Workflows → Settings → AI Agents.

Add a New Agent

Click Add Agent to start the creation process.

Define the Agent

Name — Give your agent a clear name
Purpose — Add a short description (e.g., “Order Support Agent”)
Channel — Select where it operates (e.g., Chat)

Configure its Behavior

Prompt & Context — Provide a detailed system prompt and background info
Add Tools — Assign APIs or functions the agent can call
User Info — Pass variables (e.g., order_id, email) for customer context
Fine-Tune Model — Adjust model type, temperature, and max tokens

Save the Agent

Click Save to store your custom configuration.

Call the Agent in a Workflow

Add a Custom AI Agent block in any workflow to execute its function.