Open AI Agent

An AI agent enables your business to leverage AI to respond instantly to customers based on your business data.

Steps to connect Open AI Agent

Navigate to AI Smart Suite > AI Agents

Click on Add button to create a new agent

After you connect to OpenAI, a default AI agent is automatically created. Next, you need to provide your business data to your AI Agent.

Provide business information to the AI Agent

For the agent to reply to a customer with an accurate answer, a business must provide its business information and data to the agent. There are two ways to add information to an AI agent.

1 – Add information to the System message (Prompt)
You can provide any relevant information you want your agent to know about your business in this field.

2 – Add documents to an agent
An AI agent can generate an accurate response based on documents uploaded by a business. Business can upload PDF, CSV, DOCX, DOC, JSON, PPTX, TXT…

To add a document to an agent, first upload the document in AI Smart Suite -> AI Tools -> AI Files

Enable Open AI Agent In Flow Builder

After creating your Open AI Agent, you need to attach it to the OpenAI action