Configure an agent Instructions and first message
An agent's page has two tabs: "Configurer" (Configure), where you say what the agent knows and does, and "Essayer" (Try), where you check how it answers.
The Configure tab
- Contact points. The agent's diagram shows how your customers reach it: a number, WhatsApp, the web chat. "Ajouter un point de contact" (Add a contact point) adds one.
- Actions. What the agent does during a conversation: call a web service, transfer a call, search your documents. "Associer une action" (Associate an action) gives it one. See Actions.
- First message and instructions. A card shows them as saved. Its pencil, "Modifier le premier message et les instructions" (Edit the first message and the instructions), opens them for editing.
First message and instructions
First message
What the agent says or writes first. Optional: left empty, the agent waits for the person on the other end to start.
Instructions
What the agent knows and must do for your customers: its role, its tone, what it does and does not do. It follows them in every conversation.
The editing window, titled with the agent's name, offers "Enregistrer" (Save) and "Fermer" (Close). Closing it loses nothing: your changes stay pending in the page's bar, which counts them and offers "Annuler" (Cancel) or "Enregistrer". If the instructions are too long, the refusal shows under the "Instructions" field.
The instructions draft
Instructions you have changed but not saved form a draft. Your customers keep the saved version as long as you do not save.
- Kept in your browser. The draft survives a page reload. Leaving the page with only the instructions changed asks for no confirmation, since nothing is lost; other unsaved changes open "Annuler les modifications ?" (Discard the changes?).
- Erased three ways. When you save, when you cancel, and when you sign out.
- Shared with the Try tab. In test mode, the "Instructions" field sits beside the trial conversation, and the agent answers with the draft. You can adjust the instructions there and save without leaving the trial. See Try an agent.
Then try it
Test mode shows how the agent answers with your instructions before your customers see them.