Building AI Agents
Complete guide to creating, configuring, and managing AI agents for customer conversations
Agent Architecture
AI agents in Anyreach are intelligent conversation systems that operate within your organization's context. They combine natural language processing, conversation management, and business logic to handle customer interactions effectively.
Agent Management Structure
Based on the external-ui architecture, agents are organized within organizations and can be accessed through the Build section:
Organization-Scoped Agents
Agents are created and managed within your organization, providing isolation and security between different organizations.
Agent Lifecycle Management
Complete agent lifecycle from creation to configuration, testing, and deployment within your organization.
Knowledge Base Integration
Agents connect to your organization's knowledge base sources and collections for accurate information retrieval.
Conversation Tracking
All agent conversations are tracked and can be monitored through the conversations dashboard for analysis and improvement.
Creating Your First Agent
- 1
Access Agents Section
Navigate to the Build section in your organization and select Agents to access the agent management interface.
- 2
Create New Agent
Click the Create button to start building your first agent with basic configuration settings.
- 3
Configure Agent Settings
Set up the necessary configuration options for your agent, including personality, knowledge integration, and conversation capabilities.
- 4
Test and Deploy
Use the testing tools to validate your agent setup before deploying it to handle live customer conversations.
Advanced Configuration
Conversation Flows
- 1
Intent Recognition
Identify what the customer wants to accomplish
- 2
Context Gathering
Collect necessary information through natural conversation
- 3
Solution Delivery
Provide appropriate responses or execute required actions
- 4
Follow-up Planning
Determine next steps or escalation requirements
Integration Points
CRM Systems
Sync customer data and conversation history with your existing CRM platform
Ticketing Platforms
Create and update support tickets automatically based on conversation outcomes
Calendar Systems
Schedule appointments and meetings directly through agent conversations
Payment Processors
Handle billing inquiries and payment processing through secure integrations
Best Practices
Agent Design
Clear Purpose
Each agent should have a specific, well-defined role and area of expertise
Consistent Personality
Maintain the same voice and communication style across all interactions
Graceful Degradation
Handle unknown scenarios with appropriate fallbacks and escalation paths
Human Handoff
Provide smooth escalation to human agents when complex issues arise
Related Topics
Conversation Management
Learn how to monitor and analyze agent conversations
Workflow Automation
Connect agents to automated business processes
Knowledge Base
Build and manage your knowledge repository
Testing & Development
Use the playground for agent testing and development
Start with a simple agent configuration and gradually add complexity as you become more familiar with the platform capabilities.