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.
Switch Agents
The dashboard displays settings for one agent at a time.
To manage a different one:
At the top of the AI Agents dashboard, select the current agent dropdown.
Select the AI agent to switch to.
Create or Import an Agent
At the top of the AI Agents dashboard, select the current agent dropdown.
Select Create AI Agent.
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.
Settings
Configure and publish an AI agent across the following categories, each represented by a tab.
Go to General to set up the AI Agent details.
Go to Actions for scripted triggers and actions in the agent's chat flow.
Go to Knowledge for adding a third-party, large language model to an agent.
Go to Publishing for deploying the agent live to messaging channels.
Go to the Change Log to view the history of changes made to the Actions.
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