How do I create, duplicate and delete an agent?

What is an agent?

An agent talks to your visitors through your avatar, step by step: it greets them, asks questions, takes files, answers freely with AI, opens a request and ends the conversation. Every agent has its own public link, design, avatar and analytics.

Agents are listed in a table on the “Agents” page in the menu. Click an agent's name to open the flow editor.

The agent list

In the “Agent” filter above the table, type what you're looking for and press “Apply” or Enter; it searches agent names and descriptions. Next to it, pick “Published”, “Draft” or both in the “Status” filter and click “Apply” to narrow the list.

Each active filter shows as its own chip. The chip's × button removes just that filter; “Clear” clears them all.

• “Agent”: the icon, name and description. Click the agent's name to open the editor; the row itself isn't clickable.
• “Status”: “Draft”, or “Published · v3” with the number of the live version. If there are saved changes that aren't published yet, an “Unpublished changes” badge appears next to it. See Publishing an agent.
• “Chats · 30 days”: the number of web conversations started in the last 30 days.
• “Last edited”: when the agent was edited (for example “2 hours ago”) and who edited it last.

Creating a new agent

1. Open the “Agents” page from the menu.
2. Click “New Agent” at the top right. The window has three tabs, in this order: “Ready-made agents”, “Create with AI” and “Create from scratch”. It opens on “Ready-made agents”; to start with a blank agent, switch to “Create from scratch”.
3. Enter the agent's name in “Name” (for example Loan Application); we pick the icon from the name, and you can click the icon at the start of the name to change it. Optionally add a short “Description”. You can also change the icon later in the editor by clicking the icon next to the agent's name.
4. Click “Create”. The agent opens as a “Draft” and you start building its steps in the editor.
5. When it's ready, click “Publish” at the top right of the editor. Publish saves the agent first, then opens it to visitors as its first version (v1).

The name is required. Drafts aren't open to visitors: the share link, the chat embedded on your site and the store agent don't work; you can try it with “Preview”. On a published agent, “Save” only saves your draft; visitors see the change once you click “Publish”. Use “Unpublish” to turn an agent back into a draft; you can also do this from the row menu in the agents list.

You can also build an agent by describing it to the AI: in the window's “Create with AI” tab, write what you want the agent to do; the AI builds the steps and the agent is created as a draft. See Building an agent with AI.

Starting from a ready-made agent

The “New Agent” window opens on the “Ready-made agents” tab. It holds seven ready-made agents; the one that matches your type of business is at the top with a “For you” badge. Use the “Search ready-made agents” box at the top to search; each card shows how many steps the agent has. Click a card to see first what the agent does and its flow. With “Set it up” you answer a few questions: which details to take from the visitor, how your team gets back to them, and whether incoming requests should also be written to an app you've connected (such as a task board or your calendar). Our suggested answers come preselected. If your knowledge base is empty, you're also asked for your website's address. In the last step you see the flow built from your answers and click “Create this agent”; the agent is added to your workspace as a draft and its editor opens.

Adding a ready-made agent turns on email notifications for “New record” and “New support ticket”. You can change this on the “Alerts and notifications” page.

• Appointments and reservations: the agent answers questions and takes appointment or reservation details in conversation; the visitor checks and confirms the summary, and your team calls to finalize it.
• Quote requests: the agent takes what the job is, its size, where and when in conversation; the visitor can add photos and confirms the summary.
• Sales leads: the agent asks interested visitors when they want to start and about their budget; it takes a phone number from those ready to buy and an email address from those still researching.
• Applications: details are taken with a form, and an optional document as a file; the visitor confirms the summary before sending.
• Issue reports: the visitor picks a problem, a return or a complaint, describes what happened and can add a photo; visitors with a question go to the agent.
• Satisfaction survey: the visitor gives a rating from 1 to 5; depending on it, they're asked what they liked, what could be better or what happened. Unhappy visitors can leave their contact details.
• Q&A agent: answers questions from your knowledge base; when it can't, it takes the visitor's contact details and opens a request for your team.

The agent is built in your panel language with your business name. The store agent is created automatically when you connect your store.

Duplicating, deleting and shortcuts

Each row ends with a three-dot menu (“Agent actions”) with these items:

• “Conversations”: opens the agent's Analytics page straight on the conversation list.
• “Copy public link”: copies the agent's public address to the clipboard. This is the link you give to your customers. Drafts aren't open to visitors, so it's disabled on a draft.
• “Add to website”: opens the code for adding the agent to your own website. See Publishing an agent.
• A draft shows “Publish”, a published agent “Unpublish”; “Publish” here publishes the agent as it was last saved. “Duplicate agent” creates a draft copy named “(copy)”; “Delete” removes the agent.

“Duplicate agent” copies the agent's saved draft, so unpublished changes go into the copy too. The copy has no version history and gets a new public link.

“Unpublish” and “Delete” ask you to confirm first. When an agent is deleted, its public link stops working too. The agent's records and requests aren't deleted; only the knowledge base entries that belong to this agent are archived.

Permissions and plan limits

Creating, adding, publishing, unpublishing, duplicating and deleting agents, and adding them to a website, is available to the Owner and Admin roles. Support and Observer users can see agents, copy a published agent's link and open “Conversations” from the three-dot menu; “New Agent”, “Add to website” and the menu's other actions are not shown to them.

The number of agents in a workspace depends on your plan: Starter 3, Builder 10, Growth and Pro unlimited. There's no limit during the free trial. When you reach the limit you see “You have reached your plan's agent limit”; upgrade the plan or delete an agent you no longer use. Duplicated agents, ready-made agents you add and agents built with AI count toward the limit too.

If you downgrade your plan, your existing agents stay, but you can't add new ones until you're under the limit.