/
How to add AI assistants to agents

How to add AI assistants to agents

On the New Client Experience, the Agents - AI Assistants association can be performed in two ways:

From the Agents list:

  1. Locate the desired agent

  2. Click the options menu (⋮) and choose Associate AI Assistant

  3. Select the AI Assistant from the modal list. The selected AI Assistants will be moved in the right column “Selected”.

  4. Click Save to confirm

image-20251128-091004.png

 

Changes are applied immediately

→ : right arrow to add the element to the selected column

>> : right shift to add all the available elements

← : left arrow to remove the selected profile from the right column

<< : left shift to remove all the selected elements

 

From the edit section of the Agent:

  1. Click the options menu (⋮) next to the Agent

  2. Choose Edit

  3. Select the button to associate AI Assistants

image-20251128-091127.png

  1. Choose the AI assistant, clicking on their name on the modal list. The selected AI assistants will be moved in the right column “Selected”.

  2. Click Save to confirm