Create an agent step by step

Go to the "Agents" section

Click on "Create an agent."

Give your agent a name.

Choose the blank template if you want to create an entirely new agent. Otherwise, select the template that best matches the agent you want to create.

Confirm with "Create Agent" to generate the basic environment.

Integrate the visual identity by importing the agent's official logo.

Clearly define the functional scope in the agent's "description".

Select an appropriate "LLM model" that meets the required security and performance standards.

Configure the main "instructions" with explicit control parameters.

The instructions during the creation of an agent define its behavior, expertise, and limitations. They guide the agent on how to respond, which tone to adopt, and what information to provide. These personalized guidelines are essential for creating an AI assistant that is perfectly tailored to your specific needs.

Implement complementary "skills" to expand the agent's functionalities.

In Swiftask, skills are specific features that you can add to your AI agents to extend their capabilities and allow them to interact with external tools or services. They function as add-on modules, enhancing the possibilities of your agent.

Attach verified "data" if operations require documentary references.

Activate the "Long Term Memory" function to ensure continuity of interactions while adhering to data retention policies.

Long-term memory allows the AI agent to:

• Remember the user's preferences and habits

• Adapt its responses based on the conversation history

• Provide more contextual and personalized answers

• Avoid asking for information that the user has already provided

Automations

To automate one or more tasks, go to the automations section, configure the automation, then let your agent run continuously 24/7.

Widget

Within the agent creation interface on Swiftask, you can take it further.

Here, you have the widget option. It is used to configure the chatbot to be placed on your website. You can set:

• its activation,

• the number of messages,

• file sending,

• the agent's name,

• the subtitle to be displayed in the chatbot,

• as well as the placeholder and the welcome message.

Below is the management of the agent's avatar, its color, its position on the site, and the shape of the icon to display.

To help the user communicate better, you have the option to add startup questionnaires—which is quite practical at the moment!

And at the bottom of the page, you have the integration codes. Open them and add them to your site using the method that suits you.

Widget inbox

When your chatbot widget is live, all interactions are displayed directly in the Widget Inbox. This centralized view allows you to evaluate the chatbot’s activity and adjust its settings as needed. Acting as a 24/7 customer service, it archives the exchange history and delivers personalized responses using your knowledge base.

Evaluations are used to test and validate the performance of your AI agent before deployment.

This functionality is essential for several reasons:

• Verifying the quality of responses: It allows you to test how your agent responds to different questions or scenarios to ensure that it provides accurate and relevant information.

• Identifying weaknesses: By testing your agent with various queries, you can pinpoint areas where it lacks knowledge or responds inappropriately.

• Optimizing instructions: The results of evaluations help you refine your agent’s instructions and parameters to enhance its performance.

• Validation before deployment: This step ensures that your agent is ready to interact with real users and accurately represents your brand or service.

• Comparing versions: You can assess different configurations of your agent to determine which one best meets your specific needs.

The "Developer" section in Swiftask's agent creation interface primarily serves for the technical integration of your agent into external environments.

This section appears once you've configured your agent and allows you to technically leverage your agent in several ways.

Main Features Available in the Developer Section:

1. Widget Integration:

   • This option provides you with the necessary code to integrate your agent as a widget on your website or intranet.

   • You can simply copy/paste the provided HTML/JavaScript code into your website without needing advanced programming skills.

2. Iframe Integration:

   • An alternative to widget integration, allowing you to embed your agent in an iframe on your site.

   • This method can be useful for isolating the agent's interface from the rest of your website.

3. API Integration:

   • This section provides information for programmatically interacting with your agent via APIs.

   • It includes endpoints for sending messages, receiving responses, and managing user sessions.

   • Particularly useful for developers who want to create custom interactions or automate tasks.

4. Agent Identifiers:

   • Agent Client Token: A unique identifier for your agent used for authentication when making requests to Swiftask's backend services.

   • Agent Slug: A user-friendly identifier for your agent, typically used in URLs and API calls.

Backgrounds Logs

Access here the complete logs of your agent, including exchanged messages, encountered errors, warnings, and debugging information.

Logs are essential for:

• Tracking interactions: They document all conversations between users and your AI agent, allowing you to review the history of exchanges.

• Debugging and improving: They help you identify problems in the agent's responses or situations where it didn't correctly interpret requests.

• Analyzing performance: They allow you to evaluate your agent's effectiveness by studying the types of questions received and the relevance of the answers provided.

• Ensuring compliance and audit: They maintain a verifiable record of interactions, particularly important in sectors subject to strict regulations.

Changelog

The "Changelog" section serves as a comprehensive record of all modifications and activities related to your AI agent. It enables you to track every evolution, update, bug fix, or enhancement that's been implemented, providing complete visibility and transparency into all actions performed on this agent.

In short, the Changelog helps you:

• Review all changes that have been made

• Monitor agent-related activities

• Keep up-to-date documentation on your agent's development journey

Ownership and billing

The "Ownership and Billing" page is designed to help you efficiently manage ownership and billing aspects associated with your digital agent. This page is essential for ensuring transparent and accountable management of your company's digital resources. Here's a detailed breakdown of the features available on this page:

• Current Owner: This section displays the name and email address of the agent's current owner. The owner has complete control over the agent's settings and management. You can change the owner by clicking the edit icon next to the name.

• Credit Consumption: This section allows you to select which credits to use when the agent widget is deployed externally. This feature is useful for optimizing cost management by allowing you to differentiate between credits used internally versus those used externally.

A crucial reminder at the top of the page emphasizes transferring agent ownership to another user when the current employee leaves. This practice is recommended to maintain seamless service continuity without interruption.

Page Benefits:

This page is critical for:

• Ensuring that ownership rights and cost management responsibilities are properly assigned

• Maintaining efficient resource management while avoiding service interruptions due to personnel changes

• Enabling precise financial monitoring and management of external agent usage

To change other settings, go to Advanced Settings:

• Conversation Starters Customize the beginning of the conversation to provide a tailored welcome.

• Temperature Adjusts the bot’s creativity: high values result in varied but unpredictable responses, while low values produce more consistent responses.

• Top K chunk Defines how many parts of documents the system retrieves from the indexed ones. This helps limit the number of results and speeds up the search.