User Guide · AI Agents
Build with AI
Chat with the Copilot to set up an agent: send your website or a document, describe changes in plain words, and run a graded test.
Instead of filling in every field yourself, you can talk to the Copilot. At the top of the agent editor, the dark Build with AI banner opens the Copilot side panel in agent builder mode. You describe what you want, send a link or a file, and the Copilot writes the settings straight into the editor form.
- 1Click Start to open the Copilot as the agent builder.
- 2Publish when you are happy with the result.
How it works
What the Copilot can change
The builder can edit almost everything in the editor:
- Name, icon, language and dialect.
- Instructions: rewrite them, replace a part, or append new rules.
- Business context: company name, activity, niche, goal, target audience and website.
- Welcome and off-hours messages, logo, brand colors, social links, and good/bad tone examples.
- FAQs and example conversations (add, update, remove).
- Actions: switch any action on or off and adjust its settings.
- Knowledge sources: add or remove them.
You can also just ask questions about the agent (“what happens if someone asks for a discount?”) without changing anything.
Good first messages
Here is our website, read it and build the agent: https://yourstore.com
Hand the chat to a human when a customer asks for a refund
Make the replies shorter and more friendly, in Saudi dialect
This reply is wrong, the delivery takes 3 days not 7 (attach a screenshot)Attachments
- Images: paste, drop or attach screenshots, for example of a bad reply you want fixed.
- Documents:
.pdf,.doc,.docx,.md,.txt,.csv,.json,.html. Files over 15 MB are rejected. - Up to 6 attachments are used per message.
Reading your website
When your message contains a link, the Copilot reads the site and picks its most useful pages on its own: the home page plus up to 10 pages such as pricing, policies, FAQ, contact/about, services or products, and booking. Reading can take up to two minutes. The reply tells you how many pages were read. Up to two links are read per message.
Reviewing and saving changes
- 1See what changedEvery Copilot reply lists the changes it applied to the settings. Anything it could not apply is listed under “Not applied”.
- 2Undo if neededThe most recent change can be undone from the chat.
- 3SaveChanges are applied to the form but not saved. A bar shows “You have unsaved changes” with a Save button; or use Publish / Save Draft in the editor.
Graded test run
Click Test the agent in the builder (the agent needs a name and instructions first). The Copilot writes eight customer-style questions based on your business, asks them to your unsaved agent, and grades every reply:
| Grade | Meaning |
|---|---|
| Answered | The reply fully answered the question. |
| Partly | The reply was incomplete or vague. |
| Not answered | The agent could not answer, usually missing knowledge. |
| Handed to human | The agent escalated the question to your team. |
You get a score such as “answered 6 of 8”, can expand each reply to read it, and can click Fix the replies that failed to let the Copilot improve the knowledge and instructions.
Limits
- Builder messages and test runs share a daily allowance per workspace (100 per day by default).
- Builder usage does not consume your workspace AI credits.