When to use an AI Agent
Many workspaces combine both: a Flow for intake, an Agent for Q&A, and human handover for edge cases.
How an Agent is built
- Provider + model — OpenAI, Gemini, Claude, DeepSeek, xAI
- System prompt — role, constraints, output format
- Knowledge / files — grounded answers from your content
- Functions & MCP — live actions and external systems
- Fallback — Default Reply Flow, keyword rules, or human inbox
Start here
Connect providers
Bring your own API keys or use included quota.
Create an Agent
Spin up an agent and attach business data.
Prompt engineering
Write prompts that stay on-brand and reliable.
Knowledge sources
Ground answers in URLs, docs, and transcripts.
Functions & actions
Call APIs and trigger Flows from the model.
Human handover
Route to your team when AI should stop.
Capabilities map
Related
AI Agent concepts
Components, models, and Agent vs Flow.
Flows
Scripted paths and AI Action blocks.