AI Agents
This page explains how to configure AI agents that power the Workflows and Action Hub features in the application.
Before you begin
- You need the Configuration role to view this page.
- You need Owner access on the Configuration role to create or delete agents.
View agents
Go to Admin > Agents to see a table of all configured agents.
| Column | Description |
|---|---|
| ID | Agent ID (sortable) |
| Name | Agent name (localized) |
| Type | How the agent is activated: CHAT or BUTTON (sortable) |
| Interaction Mode | MULTI_TURN (conversation) or SINGLE_TURN (one exchange) (sortable) |
| Pages | Where the agent appears, for example BACKOFFICE_PRODUCTS or SALES_HUB_QUOTE_EDITOR |
| Date Created | When created (sortable) |
| Date Updated | When last modified (sortable) |
Create an agent
- Click New Agent.
- Fill in the agent details:
| Field | Required | Description |
|---|---|---|
| Agent name | Yes | Agent name (localized with language switcher) |
| Description | No | Agent description (localized) |
| Welcome Message | No | Message shown when the agent dialog opens (localized) |
| Type | Yes | CHAT or BUTTON |
| Interaction Mode | Yes | SINGLE_TURN (one exchange) or MULTI_TURN (conversation) |
| Pages | No | Where the agent appears in the UI, for example SALES_HUB_QUOTE_EDITOR or BACKOFFICE_PRODUCTS. You can type a custom value. |
| Webhook URL | Yes | The endpoint that receives agent requests |
| Webhook Timeout (ms) | No | Request timeout in milliseconds (default: 30000) |
| Signature Salt | No | Secret for request signing |
| Basic Auth Username | No | HTTP Basic Auth username (requires password if set) |
| Basic Auth Password | No | HTTP Basic Auth password (requires username if set) |
A chat agent uses Type CHAT with Interaction Mode MULTI_TURN. It supports a welcome message and a description.
The lower part of the dialog contains the webhook configuration and security settings.
A button agent uses Type BUTTON with Interaction Mode SINGLE_TURN.
- Click Save.
Edit an agent
Click any row in the list to open the edit dialog. Update the fields you need and click Save.
Delete agents
- Select one or more agents using the checkboxes.
- Use the delete action.
- Confirm the deletion.
Filter agents
| Filter | Type | Description |
|---|---|---|
| Pages | Multi-value chips | Filter by page |
| Type | Multi-select dropdown | Filter by type (CHAT or BUTTON) |
| Interaction Mode | Multi-select dropdown | Filter by interaction mode |
Related pages
- Using Embedded AI Agents - how users interact with agents in the Sales Hub
- Using the Action Hub - the ticket feed powered by agents