Agents and automation
The flow editor, step types, the agent page's design and publishing.
5 subcategories • 24 articles
Editor and managing agents
- How do I create, duplicate and delete an agent?On the Agents page, create a new agent, add a ready-made one, duplicate or delete an agent, or copy its public link.
- How do I use the flow editor?The editor's top bar, its five tabs, the add-step palette, connecting steps, variables and problem warnings.
- How do I build an agent by describing it to the AI?Write what you want the agent to do; the AI builds the steps and asks about anything it can't decide. Works for new agents and for changing an existing one.
Steps
- How do I set up Message, Question and Form steps?The basic steps that talk to visitors and collect details: Message, Question and Form, with the form's field types and validation rules.
- How do I set up the Selection step?Offer visitors options: single or multiple choice, with options from a static list, a tool, a previous action or a variable.
- How do I set up the File upload step?Collect PDFs, images or office files from visitors; optionally read the details inside, save them to variables and let the visitor confirm them.
- How do I set up the Summary and confirmation step?Let visitors review everything before sending, fix mistakes and tick consents; checks that compare details with each other catch a wrong entry before it's confirmed.
- How do I set up the AI Assistant step?Build an agent that answers free questions using a system prompt, a model, the knowledge base, tools and integrations; set handoffs and limits.
- How do I set up Request and End steps?The Request step, which passes the visitor's request to your team, and the End step, which closes the conversation with an outcome.
- How do I set up Integration Action and Tool Call steps?Do work in a connected integration or call your own tool at a point in the agent: exits, the failure branch and retries.
Logic steps
- How do I set up the Condition step?Split the flow into paths based on earlier answers and variables: rules, And/Or, comparison types and “Otherwise”.
- How do I set up the Set Variables step?Write text, a calculation, a date or a list summary to variables, and use the results in later steps.
- How do I set up the Edit List step?Filter, sort, de-duplicate and shorten a list from a tool, an action or a multiple choice.
- How do I set up the Loop step?Run the same steps for each item of a list, typed items, a number range or a split text.
- How do I set up the Sub-flow step?Build a part you repeat in several agents once, and call it from other agents.
Adding to your website
- How do I add the agent to my WordPress site?Add the agent to every page of your WordPress site with the free WPCode plugin. You don't need to touch your theme files.
- How do I add the agent to my Wix site?Add the code to every page from Wix's “Custom Code” section. Your site must be published and connected to a domain.
- How do I add the agent to my Squarespace site?Paste the code into the Footer field of Squarespace's “Code Injection” section and the agent appears on every page. It's available on Core and higher plans.
- How do I add the agent to my Webflow site?Paste the code into the “Footer code” field in your site settings and publish. Custom code is available on Webflow's paid plans.
- How do I add the agent to my Weebly site?Paste the code into the “Footer Code” field in Weebly's SEO settings and publish your site. The agent appears on every page.
- How do I add the agent to my Joomla site?Add the code with a “Custom” module assigned to all pages. Joomla's editor removes scripts, so a small setting comes first.
- How do I add the agent with Google Tag Manager?If you use Tag Manager, add the agent without touching your site's code: add it as a Custom HTML tag on all pages and publish.