AI Agents
This page explains how to configure AI agents that power the Workflows and Action Hub features in the application. Looking for something to connect? The Agent Hub has downloadable example workflows that work as the webhook behind an agent.
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.
The webhook you point at must answer in a specific shape, including a conversation id that the webhook itself generates on the first message. See How an embedded agent talks to your workflow.
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
- Agent Hub - downloadable example workflows to connect to an agent