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Agent Builder

The Agent Builder is the fastest way to go from an idea to a deployed AI agent. You can either describe what you want and let the AI wizard scaffold the full configuration, or start from one of the curated system templates.

Open the builder from the Agents page by clicking Create Agent.

Three ways to start​

1. Describe your agent (AI Wizard)​

Type a short description — e.g. "I want an agent for my pet shop that handles bookings and answers product questions" — and click Generate with AI. The wizard picks the closest system template, generates a suggested name, and fills in every prompt section (identity, role, context, personality, goal, guardrails) in your current interface language.

2. Pick a system template​

Start from a pre-built agent tailored for a common use case. Each template ships with a system prompt, welcome message, fallback response, temperature and recommended integrations.

3. Blank agent​

Start from an empty agent and configure every field by hand.

System templates​

SlugNameCategoryWhat it does
receptionistReceptionistSalesInitial triage, company introduction, and routing to specialists
sdrSDRSalesLead qualification and meeting scheduling with the sales team
salesSalesSalesConvert interest into purchase with payment links
financialFinancialOperationsPayment reminders, cart recovery, and friendly collections
supportSupportSupportResolve issues using the knowledge base

All system templates are seeded on server boot and kept in sync with the canonical English source. You can edit any field after creating the agent — templates are a starting point, not a lock-in.

Languages​

The Agent Builder is fully localized. Template names, descriptions, welcome messages, fallback responses and all six prompt sections are translated into the active interface language at the moment you pick a template. Supported languages today:

  • English (en) — canonical source of truth
  • Portuguese (Brazil) (pt-BR)
  • Spanish (es)

Switch language from the language switcher in the app header. The AI Wizard also honours the active language — prompts are generated directly in that language.

Custom company templates​

Companies can create their own templates (not covered by this page yet). Custom templates are not localized — their content is stored and displayed as authored. Use this for workflows that don't fit any system template.

What gets created​

When you confirm, a new agent is created with:

  • name — what you typed in the name step
  • promptSections — localized or AI-generated
  • welcomeMessage, fallbackResponse — from the template (localized)
  • temperature, maxTokens — template defaults
  • language — the active interface language (en / pt / es)
  • templateId — reference to the source template (null for blank or AI-generated agents)

You land directly in the agent editor, ready to add channels, knowledge base and tools.

Multi-agent handoff​

The Agent Builder also lets you wire each agent to hand off to others mid-conversation — for example a receptionist routing the customer to sales, or sales escalating to financial when an overdue invoice is mentioned. Handoff is optional: single-agent setups continue to work unchanged.

Inside the builder the handoff section exposes the same fields that the backend persists on each agent:

  • Enable handoff — master toggle (default: off)
  • Allowed targets — pick the other agents this one is allowed to forward to
  • Announce handoff — whether to send a short template message to the customer when transferring (default: on)
  • Handoff message template — optional copy shown to the customer (≤ 500 chars). Leave empty to skip the announcement entirely
  • Message history depth — how many prior turns the receiving agent sees as context (5–50, default 15)

For the full mechanics — entry routing, the handoff_to_agent built-in tool, Shared Conversation Context (SCC), agent-path tracking and depth limits — see Multi-Agent Routing & Handoff.

See also​