Build AI Agents

Create New AI Agent

• From the left navigation bar on the ClearFeed WebApp, go to AI > AI Agents.

• Click on “New AI Agent”.

Set General Information

• Customize the Name and Profile Photo – these will be shown in Slack responses posted by the AI Agent.

  • Use the Edit icon to update the AI Agent's Display name.

  • Paste the image URL into the Profile Photo field under General Information.

• Add a brief description of the agent to help your team understand its role.

Configure Knowledge Sources and Response Settings

• Under Knowledge Sources, link the agent to the appropriate sources using relevant tags.

  • Select All Knowledge Sources if you want the agent to use all indexed knowledge sources

• Customize AI Responses:

  • Choose to display or hide AI generated answers

  • Choose if you want the AI Agent to share search results

• Enable AI Assistance Beyond Knowledge Base: This allows the AI to provide responses even when questions extend beyond the information available in your knowledge base.

Add Integrations

• Under Integrations, connect any external tools (like JIRA, HubSpot, Zendesk) that the agent will use for executing actions.

• For each integration, you can control the level of access granted to the AI Agent by specifying which actions it is allowed to perform. You can choose to:

  • Grant specific permissions manually

  • Allow only current permissions

  • Enable all current and future permissions

  By default, when an integration is connected, all current and future permissions are enabled — this can be customized anytime.

  

Customize Instructions for the AI Agent

• You can tailor the AI Agent’s behavior by customizing its instructions to match your preferred tone, style, and support guidelines.

• You can also include placeholders from tools like Jira, GitHub, or Zendesk to provide the agent with more context for generating accurate answers.

• Use the built-in Test Interface to preview how the agent will respond to real messages using your current instructions.

  • Simulate conversations and see agent responses before deploying changes.

  • Quickly edit, test, and iterate — all from within the same interface.

  • Errors are shown clearly to help you troubleshoot easily.

  This ensures your instructions are working as expected before going live.

Assign AI Agents to Collections

Create your AI Agents and assign them to a Collection to start using them.

• Go to your Collection > Settings

• Open AI Agent settings

• Toggle on the AI Agent

• Select either the Virtual Agent or the Agent Assistant based on your needs.

  1. Learn more about them here.

  2. Note that you cannot enable both for a single collection.

• Choose the preferred AI Agent for the Collection

• (Only for Virtual Agent) Trigger mode:

  • Manual: Respond with a generated answer only when an emoji (🔍) is applied to the thread. (Note: Manual mode does not work with automatic ticketing).

  • Automatic: Generate an answer for all requests on a thread.

• Bot Interactions: Lets you tag ClearFeed (@clearfeed) to invoke the AI Agents and take actions or generate answers

  • Learn more about Bot Interactions here.

  • This is enabled by default for Agent Assistant.