The agent list
The Chat Agent page lists every agent in the workspace, with Total agents, Total messages and each agent’s status. From here you create a new agent or open an existing one.Building one
1
Add knowledge
Load your content into Knowledge Source and wait for training. An agent with nothing to read can’t answer anything.
2
Create the agent
Name it and open its detail page.
3
Configure it
Six tabs: Info & Appearance, Knowledge, Channels, FAQs, Connect and Settings.
4
Test it
Use the preview to ask real questions before anyone else does.
5
Deploy
Copy one script tag onto your site.
The six tabs
Build & customize covers the first two and the last; Channels and Deploy have their own pages.
What the agent produces
Everything the agent does lands in Conversations:Plan requirements
Chat agents need a plan that grants at least one chatbot. On the Free plan the sidebar item shows an Upgrade badge. Your plan also sets how many agents you can have, how long message history is retained, and whether you can remove Botric branding.Compare plans
Chatbot limits and message history by plan.
Next steps
Build & customize
Name, messages, appearance and behaviour.
Deploy
Widget, iframe and modal snippets.