Build AI Agents

Create New AI Agent

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

2. Click on “New AI Agent”.

Set General Information

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

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

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

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

Configure Knowledge Sources and Response Settings

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

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

2. Customize AI Responses:

   1. Choose to display or hide AI generated answers

   2. Choose if you want the AI Agent to share search results

3. 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

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

Customize Instructions for the AI Agent

1. You can customize the AI Agent's Instructions to make sure that is gets answers according to your tone and preferences.

2. You can also include placeholders from integrations like Jira, GitHub, Zendesk to give the agent more context.

Assign AI Agents to Collections

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

1. Go to your Collection > Settings

2. Open AI Agent settings

3. Toggle on the AI Agent

4. 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.

5. Choose the preferred AI Agent for the Collection

6. (Only for Virtual Agent) Trigger mode:

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

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

7. 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.