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You build your Customer Agent by prompting the Internal Agent in a task. Describe the support flow you want in natural language. It builds the scoped policies, knowledge, and tool connections the flow needs, and drafts them for your approval. View your Customer Agent’s configurations on the Configurations page in the app.

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How it works

1

Describe what you want

In natural language: “Update our refund policy,” “Set up a Linear bug-report flow,” “Connect our internal admin panel so the agent can look up customers.”
2

The Internal Agent builds it

It asks clarifying questions where needed, then builds the flow: the scoped policies, knowledge, and tool connections the agent needs.
3

Review the draft

Every change is staged as a pending action for your approval. See Release.

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What you build

  • Configurations: everything you build lives in your Customer Agent’s configurations - channels, tools, memory, knowledge snippets, and web pages. See Customer agent.
  • Guardrails: when the agent escalates to a human, deterministic checks before a tool can run, and human approval behind sensitive actions. See Guardrails.
  • Connections: the tools your agents act in - the Customer Agent through the scoped tools built on them, the Internal Agent directly in tasks. If a tool has an API, you can connect it just by chatting. See Connections.
  • Channels: where customers reach you - email, live chat, and Slack through your ticketing system, or the API. See Channels.
Next: test the change before it ships. See Test.