An AI agent is a component of a business process responsible for automatically conducting a dialogue with a user using artificial intelligence. Its primary task is to manage communication at a specific stage of the sales funnel: from the initial contact to the achievement of a specific goal (e.g., registration, purchase, or confirmation of an action).

Simply put, it is a customizable “smart conversationalist” that operates according to a predefined script.

🔑 The Essence of the AI Agent Block

The block combines:

• the communication goal (what needs to be obtained from the user),
• behavioral logic (how exactly the agent communicates),
• conditions for completing the stage (when to move on),
• additional materials (to enhance the dialogue).

⚙️How it works

1. You assign a task to the agent —describing the goal and communication style.
2. With auto-replies enabled, the agent conducts the conversation on its own.
3. It relies on:
   • your instructions,
   • the context of the conversation,
   • attached materials (knowledge base).
4. When a transition condition is met, the user moves on to the next stage.

🎯 Main Function

Guide the user to the desired result without operator intervention, while maintaining a natural and controlled dialogue.

“General Settings” tab, field descriptions:
1) Name – Enter the internal name of the “AI Agent” block. This name will be visible only to you in the block diagram within the MVP system when configuring a business process. By default, the block is named “AI Agent.”

2) Delay - Set the delay between the next message. While the delay is active, all messages from the user will be ignored.

“AI Agent” tab, field descriptions:

1) From Template — add a task that was previously saved as a template.

2) Task for AI Agent – This is a key field where you define the agent’s goal and behavior scenario for this stage of the conversation. Here, you must describe exactly what the AI should achieve and how it should conduct the dialogue.

Recommendations:

• formulate the task clearly and concisely;
• use simple and unambiguous instructions;
• specify the communication style (e.g., friendly, businesslike, etc.);
• describe the desired outcome of the conversation.

📌 Example:
“Guide the customer through the registration process, respond in a friendly manner, explain the steps if necessary, and offer a bonus for the first deposit.”

3) Automatic Responses – When this option is enabled, the agent will independently conduct a dialogue with the user without operator intervention, generating real-time responses based on the specified task.

4) Prompt Auto-Optimization — the system automatically analyzes performance statistics and improves the prompt once every 24 hours. If the new version shows worse results, the system automatically rolls back to the previous version. Version statistics can be viewed in the AI Conversions section.

In the field below, specify the number of dialogues required before automatic prompt optimization is triggered.

5) Condition for move to the next block – Describe the conditions under which the user is considered to have achieved the goal of the current stage, and the business process can proceed to the next step.

This could be:

• confirmation of an action by the user;
• a specific phrase or intent;
• completion of a target action (e.g., registration).

📌 Example:
“Proceed to the next block if the user has indicated registration.”

If no condition is specified in the “Condition for moving to the next block” field, the transition to the next stage will occur automatically immediately after the current task is completed.

6) Knowledge Base Files (attach files) – add materials that will help the AI agent engage in more accurate and confident conversations with users. These files serve as additional context and can be incorporated into responses or sent to the user as needed.

You can upload:

• images (e.g., screenshots or instructions);
• video and photo reviews;
• voice messages;
• other supporting materials.

It is recommended that you explicitly specify in the agent’s task the situations in which these files should be used. For example:

• send feedback if the user is unsure;
• display a screenshot example when asking for confirmation of an action;
• share instructions if the user does not understand the next step.

This makes the dialogue more intuitive and persuasive, increasing the likelihood of the user completing the desired action.

Button functions when adding files:

• “One Time” button - enabled by default. The agent will send the file only once and will not resend it during the current session. Disable this option if the file needs to be sent multiple times. The setting resets when the agent is restarted.
• “AI Analysis” button - AI will automatically identify the file content and use its context during communication with the client. If you do not want AI to analyze the file automatically, add a manual description in the corresponding field. For example: “Review photo - send if the client has doubts.”

7) Side Task — configure actions that the AI will perform when specific mentions or events occur in a conversation with a client: filling in a field, adding a tag, creating a task, and more. Each rule is triggered only once.

When to Trigger — describe the condition or situation in which the task should be executed.

Available Actions:

• Fill Field
• Add Tags
• Remove Tags
• Add Note
• Create Task
• Change Stage
• Switch to Manual Mode

*If multiple actions need to be triggered simultaneously when the conditions are met, click the “Add Action” button.

“Push Notifications” tab — field descriptions:

1) Name - specify an internal name for the prepared push notification. For example: Push1. This name is used for easier navigation and configuration.

2) Push Delay - set the delay before sending the next push notification. Each subsequent push will be sent after the last message in the conversation, according to the delay you specify.

3) AI Push - enable the toggle if you want the push text to be automatically generated using artificial intelligence. The system will independently create a message based on the dialogue context, taking into account the configured legend, instructions, and conditions, creating the impression of natural and meaningful communication.

4) Text - add a predefined message text.

5) Buttons - you can configure buttons attached to the message text or add them to media files (such as images or videos) even without accompanying text. Buttons allow the user to interact with the bot or scenario and trigger the required action when clicked.

6) Attached Files - add media files (photos, videos, video notes, voice messages, documents). Multiple files can be uploaded at once.

To add multiple push notifications to this block, click the “Add Push” button.

Once you have finished configuring the settings, click the “Save” button.