Think of AI agents as your digital co-workers, intelligent, tireless and always willing to do tasks that will not utilize your precious time. They’re not just chatbots; they can be personalized and handle work across workflows from crunching numbers and emailing to automating jobs such as cancellations, renewals, and creating tickets. The best part? Designing one is far less complicated than it sounds.
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Defining AI Agents
At their essence, AI agents are autonomous software designed within what we define as an Agentic AI environment. Unlike traditional software which may wait for precise human commands, agents can make decisions based on learned experience, and accomplish various tasks with some level of autonomy. It’s akin to having a team member who never sleeps, is learning on the job, and is continuously improving. That’s the benefit of an AI agent in your organization.
Their capabilities are bordering on limitless: analyzing data, creating content, automating processes, making agents for customer service, the possibilities are endless. Although this may sound like an extremely technical concept, the truth is it’s quite simple. Modern platforms now enable you to design, configure, and deploy AI agents with little background in programming or machine learning.
The Creation Process
So, how do you actually create one? To think of it as hiring a new employee is the best analogy. You do not need to give them a manual written in code, you just need to explain the role, provide resources and describe their expected behaviors. You do the same here. You “instruct” the agent, in plain language, explain to it where to look for information, how to act, and what results to produce.
Essentially, building an AI agent is less about coding, and more about communicating. When you provide this ability to the agent, you turn it into a reliable digital team member, one who is eager to take over mundane work (that could be repeated a million times) and help your business grow (or scale) seamlessly.
Step 1: Provide Your Agent an Identity
Before your AI agent can begin working, it must be identified in the same way a new hire would have a name and title. You need to create an identity for your agent with a unique name and a defined role.
For example:
- Agent name: Product Recommender
- Agent role: To assist customers in locating the right products quickly and easily by providing tailored recommendations based on their product preferences.
Identifying your agent gives a foundation for its working style and its interactions with users.
Step 2: Define the role in human terms
Think of this as writing a job description but use plain language. The more clear you can be, the more natural your agent will become.
For example, you might say:
- Assist customers in the process of shopping by providing relevant product recommendations when they ask for help, or stepping in proactively if they have been browsing and have not completed an engagement for over five minutes.
- Always establish what the customer is searching for first before engaging any tools.
- After each recommendation, see if they want to see more options.
This step gives your agent direction, thereby allowing the model to behave like a helpful team member instead of an automaton.
Step 3: Align with Your Brand Voice
When we bring in an employee, we immediately start training them for our company culture, just like your AI agent needs to talk in a way that feels consistent with the brand. So what does brand voice mean? It encompasses more than just language. More than just words. It’s a way of communicating and having personality.
You can decide how to format that voice in the following ways:
- Use a friendly, light-hearted tone in an enduring way, reflecting the same terms all the time and energy from your brand’s voice for a person.
- Use light humor sometimes, when appropriate, but keep it as dialogue related to work.
- Use inclusion words when communicating with people, like, “we” or “us.” Also helps promote belonging and trust.
- Keep it short and succinct! Short sentences mean smoother communication and quicker communication.
Remember, you want to develop/ shape your agent to feel and act just like working with someone who is an extension of the brand.
Step 4: Provide Tools and Information
Before employees can succeed, they will likely need training, resources and access to the right systems. Your AI agent is not different. By providing it with the right tools and data, this will allow you to take the AI agent from a clean slate to a solver of problems.
Examples:
- Product Recommendations: You can set it up to use the [/Search x] tool to query the product catalog so that it can bring back recommendations that are tied to customer interests.
- Delivery Information: You can configure it to access (/Search Knowledge Base] tool so that it brings back answers based on location and type of residence of the customer.
- Questions: If users are asking about gathering information such as the weather, events, or locations, then your agent can use the [/Search Web] tool to return answers and real-time information.
These tools can either be created as custom tools or leverage template tools that Agentic AI will have in place.
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Step 5: Put Your Agent into Action
Now that you’ve configured your agent, it’s time for the real test: how well does your agent perform? Run through some test scenarios, evaluate their responses, and adjust where needed. Once you’re comfortable it meets your needs, you can officially let your new digital teammate fulfill their role for you and automate the repetitive task away from you.
Ready for Your Own AI Agent?
If everything has gone just what you expected, young and unbelievably easy, that is because it is! It is now time to identify the right platform. By us you’ll get your own AI Agent, a full Agentic AI platform that works seamlessly across your verticals.
With AI Agent Tool you do not just have an AI builder but also a holistic ecosystem where your agents are:
- Productive by design: Take time-consuming and complex tasks and turn them into simple automated workflows.
- Conversational across multi-channel: Engage the customer on any and every channel they use.
- Manageable: Control, monitor, adjust, and enhance your agents’ performance anytime you need.
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Want to see your AI Agent in Action!
Do you want to see how easily you can create and then deploy AI agents that work for your business? Just request a personalized demo and see how our AI Agent allows you to:
- Improve customer support through instant and intelligent responses and endless conversations.
- Automated repetitive sales and marketing tasks.
- Perfection a business process with almost no effort.
Start Now, and make digital teammates a practical reality scalable and reliable and designed around your needs.
