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Agents

Build an agent in the console, give it your knowledge and tools, and put it on your website and WhatsApp. No code needed.

An agent answers your customers for you: on your website, on a link you share, and on your WhatsApp number. You write what it should do, give it what it should know, switch on what it can do, and publish.

Everything here is done in the console under Agents. If you're building agents into your own product for your customers instead, see Embedded Agents.

Create an agent

Open Agents and pick a starting point, or start blank. Once you have agents, Create agent adds another. Starting points fill in a name, a description and instructions you can edit:

CategoryStarting points
HospitalityRestaurant & lounge host, Hotel concierge
SupportCustomer support, IT help desk
SalesInbound lead qualifier, Appointment setter
CommerceShopping assistant
OperationsFront desk receptionist, Data extractor
HealthcareClinic receptionist
ContentResearch briefs, Onboarding guide
EducationLanguage practice tutor

You can also ask Copilot to build one for you.

Restaurant & lounge host

This template asks for your venue's details up front (name, address, opening hours, phone, largest party, table time, how many bookings you take at once, time zone, deposit policy, menu and anything else guests ask about) and writes the agent from them. The agent's overview then shows a setup checklist:

  1. Add your menu. A PDF or a pasted list both work.
  2. Connect Google Calendar. Each reservation becomes an event you can see on your phone.
  3. Try it. Ask about the menu and book a table in Preview, the way a guest would.
  4. Publish. Guests always talk to the published version.
  5. Connect WhatsApp. Guests message your WhatsApp number and the host replies.
  6. Get booking alerts. An email for each booking and each guest who needs a call back.

The agent's pages
PageWhat it's for
OverviewActivity, and the setup checklist for templates that have one.
AgentName, model and instructions.
KnowledgeDocuments and websites it answers from. See Knowledge.
ToolsWhat it can do: system tools, your webhooks, integrations and MCP servers. See Tools.
RunsConversations and runs, with what the agent did in them.
CustomersThe people it has talked to.
MarketplacePublish the agent for others to use, or start from someone else's.
SettingsWebsite chat, WhatsApp and owner alerts.

Draft, Preview, Publish

Changes are saved to a draft. Use Preview to talk to the draft the way a customer would, tools included. When it's right, Publish: customers on every channel always talk to the published version, so you can keep editing without breaking anything live.

Agents know today's date and time, so "tomorrow at 7" means what the customer thinks it means.

Where it talks
  • Website: a chat on your site, added with one script tag, and a link you can share anywhere.
  • WhatsApp: replies to messages, voice notes included, on your business number.

Billing

You don't need an API key to build or run agents here: you're signed in to the console, and each channel (website, share link, WhatsApp) carries its own access. API keys are only for calling agents from your own code, with Embedded Agents.

Conversations are billed to your organization's credits like any other model usage. With an empty balance, agents can't reply on any channel, and the agent's overview shows Add credits until you top up. Each channel has a daily conversation limit you set, so a spike in traffic can't drain your balance.

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