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Documentation Index

Fetch the complete documentation index at: https://chatbotx.io/docs/llms.txt

Use this file to discover all available pages before exploring further.

AI Agent lets your business use AI to respond instantly based on your own business data and knowledge.

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How to create a new AI Agent

To create a new AI Agent:
  1. Go to AI Hub from the navigation menu.
  2. Click + Create AI Agent.
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  1. Fill in the required information and configure your Agent.
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After the Agent is created successfully, it will appear in the list. You can manage, edit, or delete existing Agents there.

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Provide information to the AI Agent

To help your AI Agent answer customers as accurately as possible, you need to give it business information and data. There are 2 main ways to do that:

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1. Add information in the System Message (Prompt)

The System Message acts as the core guidance for the AI. In the Prompt field, you can provide your business introduction, response style, and any general rules you want the Agent to follow while talking to customers.
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2. Add Tools

Tools help the AI Agent do more than just answer questions. There are 3 kinds of Tools you can attach to an Agent:
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Knowledge Lets the Agent look up information from real business documents. Supported formats include PDF, CSV, DOCX, DOC, JSON, PPTX, and TXT.
  • Upload documents in the Knowledge section.
  • In the Agent settings, select the uploaded files that the Agent should use as reference sources.
AI Functions Lets the Agent call external APIs to retrieve or send data during a conversation. For example, checking an order status or getting product data from your inventory system.
  • Open AI Functions, create a Function, and define its endpoint, method, and parameters.
  • Attach the Function to the Agent so the Agent knows when to use it.
MCP Servers Connect the Agent to external MCP Servers so it can access more advanced capabilities. MCP (Model Context Protocol) lets the Agent integrate with more complex tools and services.
  • Open MCP Servers and add the server endpoint you want to connect.
  • Attach that MCP Server to the Agent in its settings.
When you combine both System Message and Tools, your AI Agent can respond more accurately, more personally, and much closer to your real business operations.