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) 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.”

2) 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.

3) 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.

4) 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.

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