The Big Picture
You create AI Agents → Agents live on Channels → Agents answer using Knowledge Base That’s it. Everything else builds on these three concepts.AI Agents
An agent is your conversational AI. It’s what your users talk to. What an agent does:- Understands what users say
- Looks up answers in your knowledge base
- Sends relevant responses
- Can trigger actions (send email, create Stripe invoice, etc.)
- Name - What you call it (“Support Agent”, “Sales Assistant”, etc.)
- Personality - How it talks (friendly, professional, technical)
- Knowledge Base - Documents it can search
- Channels - Where it operates (web, WhatsApp, Telegram, etc.)
- Configuration - AI settings, actions, integrations
Channels
A channel is where your agent appears. Deploy once, reach customers on multiple channels. Available channels:- Web Widget - Embed on your website, mobile-responsive
- WhatsApp - Customers message on WhatsApp
- Telegram - Telegram agent integration
- Instagram - Instagram Messenger support
Knowledge Base
Your agent’s brain. Upload documents, websites, or datasets. Your agent searches this to answer questions. What goes in a Knowledge Base:- PDFs - Manuals, guides, contracts
- Websites - Your entire website crawled automatically
- Word documents (.docx) - Reports, documentation
- CSV files - Bulk data import
- Text files (.txt) - Notes, FAQs, scripts
- Markdown files (.md) - Documentation, README files
- You upload content
- AI converts it to searchable chunks
- Customer asks question
- Agent searches similar chunks
- Agent includes relevant context in its answer
Conversation Modes
Control how your agent behaves: AI-Only Mode- Agent uses AI + Knowledge Base
- Natural, flexible responses
- Best for support, Q&A
- Agent uses predefined flows and buttons
- Structured conversations
- Best for lead capture, forms
- AI + structured flows together
- Natural until user needs a form
- Best for conversions + support
Integrations
Connect to business tools your agent can interact with. Payment: Stripe (charge customers, check balances) E-commerce: Shopify (check orders, recommend products) Support: Zendesk (escalate tickets, check status) A single agent can use multiple integrations simultaneously.Ready to use these concepts? Head to Your First Agent