Agents
An agent is one independent support configuration for one website or product.
When to create an agent
Create one agent per website, product, or support context. Separate agents keep content, answer rules, analytics, leads, and handoff settings easier to manage.
Agent areas
| Area | Purpose |
|---|---|
| Sources | Manage indexed website pages and uploaded documents. |
| Answer rules | Set the agent persona, tone, and answer boundaries. |
| Actions | Connect tools the agent can call during a conversation. |
| Lead form | Configure when and how the chat collects lead details. |
| Human handoff | Send conversations to WeCom, Feishu, DingTalk, or another team workflow. |
| Deploy | Copy the widget embed code. |
| Advanced | Manage general settings and destructive actions. |
| Improvements / Logs | Review conversation logs and improve weak answers. |
Naming
Use names that match the website or product visitors will recognize. Internal nicknames make logs and leads harder to interpret later.