Open Settings → Agents to see the workspace’s named agents. The list separates audience, administrator-selected state, current availability and connected channels.
Create or open an agent
- Open Settings → Agents.
- Check whether the agent you need already exists.
- Use the create action when appropriate and choose its name and audience.
- Open the detail to review Identity, Model, Tools and Channels.
Reading and managing configuration require different permissions. The agent module depends on Conversations.
Configure the draft
In Identity, review how the agent presents itself and whom it serves. In Model, use the connection and model controls offered by the screen. Replace credentials through the dedicated control and treat them as passwords.
In Tools, read what an action does before enabling it. In Channels, check where the agent can answer and any WhatsApp association.
Save the draft. If another administrator changes the configuration while you are editing, review the conflict before keeping your changes or loading the newer version.
Review and publish
Use Review and publish, inspect the changes and confirm the version you intend to make active. Saving a draft and publishing it are different decisions.
A published agent can still be unavailable because of a connection, credential or channel problem. Check both state and availability before expecting it to serve customers.
Retire or correct an agent
Review the effect before pausing, archiving or changing a default agent. Archiving retains its configuration rather than deleting it.
If a credential was exposed, revoke it with the provider and configure its replacement. Keep credentials out of screenshots and support messages.
See Conversations and WhatsApp and roles.
If something doesn’t work
AI agents is an optional module and needs Conversations enabled. Reading the configuration, managing it, managing tools and viewing usage are separate permissions. If a change has no effect, check that the version is published: editing a draft does not put it into service, and the agent’s state is separate from its availability.