30.1 Purpose of the Agents Area

The Agents area is the workspace entry point for creating, locating, reviewing, and opening AI Chat Agents.

Each Agent represents a distinct AI visitor experience with its own configuration, knowledge, Conversations, Leads, publication state, and related operating tools.

30.2 Agent List Information

The deployed Agents table can display:

  • Agent — Agent name.
  • Status — Published or Draft.
  • Language — default Agent language.
  • Knowledge — indexed Sources compared with total Sources.
  • Conversations — recent 7-day Conversation activity.
  • Leads — recent 7-day Lead activity.
  • Updated — how recently the Agent was updated.
  • Settings — direct access to Agent settings.

30.3 Published and Draft Agents

A Published Agent has a published configuration available for its deployment. A Draft Agent is not currently in that published state.

Publication state should be reviewed before assuming recent configuration changes are live on a website.

30.4 Knowledge Status

The Knowledge column displays the number of indexed Sources compared with the Agent's total Sources.

For example, an Agent showing fewer indexed Sources than total Sources may still have content processing, failed, or otherwise not yet indexed.

30.5 Searching Agents

Use Search agents... to locate an Agent by name rather than scrolling through the entire list.

30.6 Filtering by Publication State

The Agent view selector includes:

  • All agents
  • Published agents
  • Draft agents

30.7 Filtering by Language

The Agents page can filter by default Agent language. Use All languages to remove the language filter.

30.8 Sorting Agents

The available sorting options include:

  • Recently updated
  • Oldest updated
  • Name A-Z
  • Name Z-A

30.9 Configuring Visible Columns

The Agents table includes persistent column controls. Users can choose which supported columns remain visible and can reset their column configuration when needed.

30.10 Opening an Agent

Select the Agent name to open its Agent workspace. Use the Settings control when you need to go directly to its settings area.

30.11 Creating an Agent

Select New agent to begin the Agent-creation workflow.

If no Agents exist, the empty state also provides a New agent action and explains that creating an Agent is the starting point for answering visitors and capturing Leads.

30.12 Agent Review Best Practices

  • Confirm Published or Draft state.
  • Review Knowledge indexing health.
  • Compare Conversations and Leads together.
  • Check when the Agent was last updated.
  • Use filters when managing multiple Agents.
  • Open the Agent before making configuration changes.
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