Manage AI Agents

Learn how to create and manage AI agents.

Managing AI agents requires the Manage AI agents permission.

To manage AI agents, go to the AI Agents dashboard.

All new workspaces begin with a "Default AI Agents" AI, which can be modified or deleted.

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Switch Agents

The dashboard displays settings for one agent at a time.

To manage a different one:

1. At the top of the AI Agents dashboard, select the current agent dropdown.

2. Select the AI agent to switch to.

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Create or Import an Agent

The number of AI agents available depends on the subscription plan.

1. At the top of the AI Agents dashboard, select the current agent dropdown.

2. Select Create AI Agent.

3. In the opened menu, choose between Create and Import AI Agent and continue below.

Create AI Agent

Set the following options:

• Avatar (optional) — the AI's profile pic in messaging apps.

• Name — the AI's name in messaging apps.

• Default language — the default localisation language for triggers and actions.

Importing is for legacy chatbots previously exported from Yola v2 (pre-2025).

Import AI Agent

Set the following options:

• Avatar (optional) — the AI's profile pic in messaging apps.

• Name — the AI's name in messaging apps.

• Upload file — upload the ZIP of a previously exported Proto v2 chatbot.

Press Create to finish creating or importing the agent.

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Settings

Configure and publish an AI agent across the following categories, each represented by a tab.

General

In the General tab:

• Avatar (optional) — the AI's profile pic in messaging apps.

• Name — the AI's name in messaging apps.

• Available languages — the languages used to localise applicable content in triggers and actions.

• Default language — the default localisation language when opening the Actions tab.

The number of assignable languages depends on the subscription plan.

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Actions

Go to Actions for scripted triggers and actions in the agent's chat flow.

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LLMs

Go to LLMs for adding a third-party, large language model to an agent.

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Publish

Go to Publishing for deploying the agent live to messaging channels.

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Delete an Agent

1. Go to the Settings tab.

2. Select Delete and confirm.

Deleting an agent is a permanent action and cannot be undone.

A deleted agent's historic chat logs will persist, but the messaging channels it was published to will be rendered useless (e.g. a WhatsApp thread). Take precautions to migrate your audience to another AI agent's channels in advance.