How to Manage Agents

Introduction

This article provides a comprehensive guide to managing agents within the platform. It covers the essential lifecycle of an agent, including the step-by-step processes for creating a new agent, configuring its basic settings, and deleting it when it's no longer needed.

Steps

Creating a New Agent

1. From the main dashboard, navigate to the Agents section.
2. Click the + Create new agent button in the top-right corner.
3. On the Create a new agent page, enter an Agent name and an optional Agent description.
4. Select a connection type from the available options (e.g., Widget, Help Center, Slack).
5. Click the Create button. You will be taken to the new agent's configuration page.

Deleting an Agent

1. From the Agents page, locate the agent you wish to delete.
2. Click the three-dot menu icon on the agent's card.
3. Select Delete from the dropdown menu.
4. A confirmation dialog will appear. Click the I'm sure - Delete button to permanently remove the agent.

Summary

In this guide, we walked through the fundamental processes for managing agents. We covered how to create a new agent by providing a name, description, and connection type, and how to safely delete an agent using the confirmation process. Proper agent management is key to maintaining an organized and effective AI support system.