AI Agents

AI Agents is the full, advanced view of the assistants behind your solutions. When you set up a Sales Assistant (or any solution with a chat assistant), EasyMate creates an agent for it, and that agent shows up here with all the settings the guided setup keeps out of your way.

If you just want to set up and launch an assistant, the Sales Assistant guide is the simpler path. Come here when you want finer control.

Managing an agent

Open an agent and you'll find the same areas the setup wizard walks through, plus several it doesn't show.

The familiar ones:

• Basic information: the agent's name, avatar, and personality.
• Goals: what the agent is for, such as capturing leads, booking meetings, answering FAQs, or customer support.
• Instructions: the rules the agent follows and the topics it avoids. This is the fuller version of the simple rules in the wizard.
• Knowledge: the datasets and knowledge sources the agent answers from.
• Conversation settings: the greeting, starter questions, and the chat button label.
• Look and feel: the avatar, colors, and where the chat sits on your page.

The advanced extras, not shown in the guided setup:

• Custom Skills: let the agent do more than chat, such as running specific actions or using connected tools.
• Memory: control what the agent remembers from past conversations.
• Message limits: cap how many messages the agent handles over a period.
• Availability: control when the agent is active.
• Lead scoring and questions: fine-tune how the agent qualifies and rates the leads it talks to.

Beyond the settings

Each agent also has a few operational views:

• Conversations: the full history of chats the agent has had, more detail than the summary on the solution page.
• Flagged Messages: messages the agent marked for your attention, so you can review them and improve its answers.
• Analytics: reports on how that agent is performing.
• Memory: a look at what the agent has remembered.
• Launch: take the agent live or offline, the same launch you do from the solution.

For the basics of setting one up, see the Sales Assistant guide.