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Developers

  • API
    • Getting Started with the API
    • Guides
      • Create a Ticket Using the API
      • Send a Message With HTML
      • Send a Non-Ticket Message
      • Permanently Scramble a Ticket
      • Add a Phone Call
      • Integrate Conversations with External Platforms
    • Additional Information
      • Rate Limits
      • Image and File URLs
  • Functions
    • Functions
    • Importing NPM Packages to functions
    • Using Glassix NPM Package on functions
  • Events
    • Events Configuration
    • Validate Outbound Webhooks and Web API
  • Agent Widget
    • Embed An Agent Widget
      • Enable Third Party Cookies
  • Embedded Apps
    • Add an Embedded App

Bots and Automated Flows

  • Bot Best Practices
  • Automated Flows
    • Flows Editor
    • Flows Settings
    • Flow Mapping
    • Add Tags to Flows
    • Add Dynamic Parameters
    • Add Web-API Step
    • Add Buttons Step
    • Add Data Entry Step
    • Add Name Step
    • Add Email Step
    • Add Yes/No Step
    • Add Phone Number Step
    • Add Address Step
    • Add Message Step
    • Add Conditions Step
    • Add Send Email Step
    • Add Set Value Step
    • Add Questions
    • Add Functions Step
    • Add Note Step
  • AI Agents
    • Introduction to AI Agents
    • AI Agent Best Practices
    • Create an AI Agent
    • Write a Behavior Description (Prompt)
    • Create Actions and Tools
    • Add Your Knowledge Center
    • Add Input Parameters
    • Check Your Agent
    • Test Your Agent
    • Integrate Into a Flow
    • Use Multiple Agents
  • Knowledge Center
    • Add Content
    • Scan a Website
    • Add Content Categories
  • AI Chatbot
    • AI Chatbot Explained
    • AI Chatbot Step
    • AI Based Questions and Answers
    • Customer Data
    • AI Chatbot Best Practices
    • FAQ

Channels

  • Channel Settings Overview
  • Chat Widget
    • Embed Chat Widget Script
    • Embed Chat in iFrame
    • Add Chat Widget to WiX Website
    • Chat Widget Cookies
    • TokBox
      • TokBox Network Connectivity Requirements
      • Find API Key and Secret in Tokbox
  • Apple Messages
    • Connect Apple Messages
  • Google Business
    • Connect Google Business
  • Email
    • Add Outlook 365 Account
    • Add Forwarding Email Account
    • Add Gmail Account
    • Contact Us Form Best Practices
  • Facebook
    • Facebook Posts, Comments and Messages
    • Connect Facebook Page
    • Reconnect Facebook Page
  • Instagram
    • Instagram Posts, Comments and Messages
    • Connect Instagram Account
    • Instagram Account Not Linked To Facebook Page Properly
    • Troubleshoot Instagram Account Linking
    • Manage Instagram Story Tickets
    • FAQ
  • Viber
    • Generate Viber Account Authentication Token
  • Voice
    • Voice Overview
    • Connect a Number
    • Connect a SIP Address
    • Transfer Calls
    • Best Practices for Voice Flows
    • Use Custom Headers in Voice Flows
  • WhatsApp
    • Template Guidelines
    • Template Managment
    • WhatsApp Embedded Sign-Up Guide
  • TikTok
    • Connect TikTok Account

Security

  • Audit Logs
  • Information Security Layers
  • Manage Allowed File Extensions
  • Security Best Practices
  • Single Sign On (SSO)
  • Support Team Access
  • Secondary Load Balancer Security Configuration

Users

  • User Roles and Permissions
  • Notifications
  • Diagnosing Connection Issues

Tickets

  • AI Message Translation
  • Attachment / File limit size
  • Automatic Messages
  • Canned Reply
  • Tags
  • Ticket State
  • Automatic Ticket Assignment
  • Move Tickets Between Departments
  • Create a Nested Conversation
  • Ticket Lifecycle
  • Dynamic Fields
  • Surveys

Reports

  • Reports Overview
  • Detailed Ticket Report
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AI Agent Best Practices

How to build a functional and effective AI agent

Updated 3 months ago


Introduction to AI Agents
Create an AI Agent