Agent List
When you open the Agent Management screen, your created agents are displayed in a list.List Contents
Each agent card displays the following information:Text Search (Filtering)
When you have many agents, you can quickly find the one you need using text search.1
Click the Search Box
Click the search box at the top of the agent list.
2
Enter Keywords
Enter keywords contained in the agent name or instructions (“Search agents by name or instruction…”).
3
Review Results
Only agents matching the entered keywords will be displayed.
Duplicating Agents
You can create a new agent by copying an existing one. This is convenient when you want to inherit the settings of the original agent while only changing certain parts.1
Select Agent
Click the settings menu (⋮) on the agent card you want to duplicate.
2
Select 'Duplicate'
Select “Duplicate” from the menu.
3
Duplicate Created
A copy of the agent is added to the list. All settings from the original agent are copied.
4
Edit as Needed
Open the copy in Agent Builder to change the agent name and settings, then save.
Duplicated agents will have “_Copy” added to their name. Change the name as needed.
Editing Agents
You can modify the settings of created agents.1
Select Agent
Click the pencil icon on the agent card, or open the settings menu (⋮).
2
Select 'Edit'
Select “Edit” from the menu. To change only the name and description, select “Edit Details” instead.
3
Edit in Agent Builder
The Agent Builder opens. Modify the settings and save.
Deleting Agents
You can delete agents that are no longer needed.1
Select Agent
Click the settings menu (⋮) on the agent card you want to delete.
2
Select 'Delete'
Select “Delete” from the menu.
3
Confirmation Dialog
A confirmation dialog appears. Click “Delete” to confirm.
Using Agents
Click on an agent from the list to start a chat using that agent.1
Click Agent
Click the agent card you want to use.
2
Chat Screen Opens
A chat screen with the agent’s settings applied opens.