Custom AI Agents
One size fits nobody
Different owners need different answers. A Texas owner shouldn't hear Pennsylvania processes. A payment question shouldn't get land answers. Custom agents let you create specialized AI assistants, each with their own knowledge scope, personality, and purpose.
Why Custom Agents?
The Problem
You have owners in Texas, Pennsylvania, and Oklahoma. Each state has different regulations, different payment schedules, and different processes. One AI agent with all the knowledge would constantly give wrong answers to owners in the wrong state.
The Solution
Create three agents. Texas Support only sees Texas-tagged content. Pennsylvania Support only sees PA content. Oklahoma Support only sees OK content. Each owner talks to their state's agent and gets accurate, relevant answers.
What Makes Each Agent Unique
Every aspect of an agent can be customized to serve specific needs.
Knowledge Scope
Limit which FAQs, documents, and links the agent can access. Use tags to segment content by region, topic, or any other criteria.
Voice Personality
For phone agents, choose the voice style and personality. Professional, friendly, formal - match your company's tone.
Language
Set the primary language for phone conversations. Chat and email automatically detect and respond in the owner's language.
Instructions
Give agents specific behavioral guidelines. "Always offer to create a ticket." "Never discuss pricing." Full control over how agents respond.
Forms Access
Choose which forms each agent can suggest or reference. The Texas agent shouldn't mention Pennsylvania-specific forms.
Channel Settings
Configure how the agent appears on each channel - phone number, widget styling, greeting messages, and behavior.
Real-World Agent Configurations
Regional Support
Separate agents for each state or regionYour operations span multiple states, each with different regulations and processes. Create an agent per state, tag your content by state code, and route owners to the right agent based on their location.
Topic-Based
Specialized agents by departmentSome questions belong to accounting, others to land, others to legal. Create agents for each department with access only to their relevant content. Complex cross-department questions escalate to humans.
Language-First
Dedicated Spanish support lineMany of your owners prefer Spanish. Create a dedicated Spanish-language phone agent with a separate number. Same knowledge, different language and cultural nuances.
Public vs. Internal
Website chat vs. logged-in supportYour public website needs a general FAQ agent. Logged-in owners need access to account-specific information and forms. Two agents, two purposes.
Creating an Agent
Setting up a custom agent takes just a few steps. Most configuration happens through a simple interface with dropdowns and toggles.
Name and Purpose
Give your agent a name and description. "Texas Support" or "Payment Questions" - something clear.
Select Knowledge Tags
Choose which content tags this agent can access. Only tagged content will be searchable.
Configure Channels
Set up phone, chat, or both. Choose voice, embed options, greeting messages.
Add Custom Instructions
Optional behavioral guidelines. Tone, escalation rules, topics to avoid.
Test and Deploy
Try it yourself before going live. Make adjustments, then publish.
Knowledge Base
How Tags Work
Tags are the key to knowledge segmentation. You assign tags to your content, then configure each agent to see only specific tags.
An agent can see multiple tags. A "Texas Support" agent might see content tagged "TX" plus content tagged "General." This lets you share common information across agents while keeping regional content separate.
Managing Multiple Agents
Dashboard View
See all agents at a glance. Status, channels, activity levels - everything in one place.
Clone Agents
Starting a new region? Clone an existing agent and change the tags. Most settings carry over.
Per-Agent Analytics
Track performance by agent. Which agents resolve most? Which have knowledge gaps?
Enable/Disable
Turn agents on or off without deleting them. Great for seasonal or temporary needs.
Build Your AI Team
See how custom agents can deliver the right answers to the right owners, every time.