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Overview

Agents are a core component of the Elemente AI platform, designed to manage both inbound and outbound interactions through phone calls, WhatsApp, and SMS. By creating an agent and assigning phone numbers to them, you can enable AI-driven interactions tailored to a wide range of use cases.

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How to Configure an Agent

Agents can be configured via our Dashboard by following these steps:

1. Load the Agent:

  • On the dashboard, click “Ai Agent” to load the agent.

2. Set Up an Agent:

  • Click on the “Templates” tab to view and load predefined templates.

3. Customize Your Bot:

  • Select the avatar.
  • Set up Agent Display name.
  • Select Language.
  • Define Agent specialty.
  • Define Agent Description.

4. Add Prompt:

5. Upload or Import a Knowledge Base (optional but recommended):

6. Assign a Number to the Agent:

  • Purchase a number.
  • Choose a country to buy Phone number .
  • Assign number to an agent.
  • Configure WhatsApp for the agent ( clicking on the connect sender button) read more about Knowledge Base.
  • Assigned number
  • Click on the “My Number” button to view the numbers you have purchased and assign them to the agent.

7. Call Routing:

  • Set up agents to route calls when a particular agent is unable to handle a customer query.
  • Route calls from one agent to another agent.
  • Route calls from an agent to a human agent.

7. Test Agent:

  • The agent can be tested via voice.
  • Test the agent using a phone number (inbound).
  • Test the agent via text.