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Create and Manage Agents

Use Agents to create specialized support agents for different products, docs areas, customer segments, or API domains.

Create an Agent

1

Open Agents

Go to Agents in the workspace sidebar.
2

Create a new agent

Add a name and description that operators can recognize.
3

Attach context

Choose one or more sources from Context.
4

Tune behavior

Review persona, instructions, greeting, confidence threshold, and guardrails.
5

Save and test

Ask representative support questions before routing real customers to the agent.

Agent Sections

SectionUse it for
OverviewSummary, status, widget key, context intelligence, and high-level controls.
ContextSource attachments and coverage.
BehaviorPersona, greeting, runbook instructions, and response style.
GuardrailsSafety rules, confidence, handoff behavior, and boundaries.

Default Agent

Every workspace should have a default agent. If the current default is deleted, Woes promotes the oldest remaining agent to default.

Widget Keys

Each agent can have its own widget public key. Use this when you want a different agent on each site, docs area, or product. Find all agent keys in Settings → Keys.