All CollectionsAI AgentSetting Up Your First AI AgentSetting Up Your First AI AgentSetup guide8 articlesDraft mode: letting an operator check the agent before it sendsWhat draft mode does, how an operator reviews a drafted reply, and what it does not change.Setting a greeting and a sign-offThe two optional instructions that shape how your AI Agent opens and closes a conversation, when each one fires, and how they work alongside tone.The Bots list: types, statuses and row actionsWhat each column on the Bots list means, the four AI Agent statuses, and what you can do from a row without opening the agent.Creating a new AI AgentThe end-to-end flow for creating a new AI Agent, from Messaging settings to the Knowledge tab.Choosing a starting templateThe four AI Agent templates, what each includes, and how to choose the right one.Naming your AI Agent and setting toneHow to name your AI Agent, pick its tone, and where the other General tab settings live.Setting assignment rules and channel filtersWhat assignment rules do and how to create one to control which conversations the AI Agent handles.Activating an AI AgentWhat to check before activating an AI Agent, and what to watch after it goes live.