Where things are

New here and not sure what's what? This is the short map. Everything below happens in your dashboard — the console is the full editor, but you rarely need to start there.

Agent, skill, knowledge base — what's the difference?

These three words get mixed up constantly, so here it is in one line each:

• An agent is the assistant your customers talk to. It has a personality, a job, and a set of things it's allowed to do. You can have several.
• A knowledge base is your material — the documents, pages and facts the agent answers from. An agent answers from its knowledge bases, not from the open internet.
• A skill is a procedure — a named "how to handle X" the agent follows when a situation comes up (e.g. "book an appointment", "chase missing documents").

The fuller version, with a diagram, is on How the pieces fit.

Where do I change what my agent says?

Open your agents, pick one, and choose Improve. That screen is where you edit, in plain terms:

• its personality and tone (the "persona"),
• its job and boundaries (the "task"),
• its greeting — the first thing it says,
• and each skill and knowledge base attached to it.

You don't have to write a prompt from scratch — each item has an Improve it button that suggests wording for you. For the complete editor, use Open in console on the same screen.

Where do I put my own data?

Your data lives in a knowledge base. On an agent's Improve screen, find its knowledge base and use Add content to upload files (PDF, Word, text) or paste a page. The agent starts answering from it right away. More on this in Building a knowledge base.

If a knowledge base is empty, the agent will honestly say it doesn't know — so the single most useful first step is to give it something to read.

How do I make it capture leads, bookings, or hand off to a person?

On the Improve screen, the What it does for you panel lets you switch on outcomes in plain terms: capture a lead, take a booking request, chase a document checklist, escalate to a human. Whatever it captures lands in your Inbox for your team to work through, and you choose who gets notified.

How do I test it, publish it, or get the link to share?

• Test — each agent has a Test screen where you can talk to it yourself first.
• Publish & share — publishing gives you a public link and a QR code to hand out; you can re-open those any time from the agent's card.

Still stuck?

Browse the concepts for the "what", the rest of the docs for the "how" — or just ask the guide in your dashboard; it can take you straight to the right screen for your own agent.