Creating a Virtual Agent


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Last Updated: 1 month ago

Create virtual agents to serve as your AI CX Agent. Each agent can possess a distinct personality and background story, enhancing their personality and relatability to your customers.

You have the flexibility to create multiple agents, and they will round-robin to provide assistance to your customers.

Please note that each virtual agent will require a seat on your CX platform. We suggest verifying available seats in your platform to determine how many virtual agents to create.

To add a Virtual Agent

  1. From the AI Agent > Virtual Agents page, click on "+ Add AI Virtual Agent".

  2. Enter a name for the virtual agent into the "Name" field.

  3. If desired, upload a headshot of the virtual agent. Otherwise, a virtual agent headshot will be generated.

  4. In "Bot Personality", select a personality for the virtual agent. The list of personality is pulled from the personalities you've added.

  5. If you wish to add a background story to your virtual agent, enter the description in the "Description" field.

  6. If you wish to assign a specific channel to the virtual agent, select the desired options in the "Channel" field. Leave blank for all channels

  7. To enable the virtual agent, check the "Enabled" checkbox.

  8. Click "Save".

  9. Repeat the above steps if you wish to add additional virtual agents.


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