Agent Types

Overview#

Agent Types helps you pick the right assistant template before configuring details. Choose between Customer Service, Research & Analysis, or other specialized options so the starter settings match your use case.

When to Use It#

• Creating a new agent from the organization dashboard
• Spinning up a proof-of-concept bot for a specific workflow
• Comparing capabilities between customer-facing and internal research agents

Key Benefits#

• Purpose-built defaults — each type preloads settings tuned for the intended audience
• Faster setup — skip manual configuration for features you do not need
• Clarity — teammates understand the agent's goal at a glance

UI/UX Specification#

Component Reference#

How to Use#

1. From the Chatbots page, click Create Agent (or similar action) to open the type selector.
2. Review each card's description to understand the use cases.
3. Select the agent type that best fits your scenario.
4. Click Continue to move into the agent configuration form tailored for that type.

Notes & Tips#

• Customer Service agents ship with chat widget defaults and integrations aimed at external users.
• Research agents focus on document ingestion and deep analysis workflows.
• You can change the agent type later by creating a new agent and migrating settings; current agents keep their type.

FAQ#

Can I convert an agent from one type to another?#

Direct conversion is not supported. Create a new agent of the desired type and reuse content or prompts.

What if I pick the wrong type?#

Simply close the configuration form and run through the selector again. No agent is saved until you finish the setup flow.

Are there limits on agent counts per type?#

No hard limits. Use as many customer service or research agents as you need within your plan.