Creating Agents

Agents are the core of Dochat. Each agent is an AI chatbot with its own knowledge base, personality, and configuration. You can create multiple agents for different purposes.

Create a New Agent

1. Navigate to Workspace from the dashboard
2. Click "Create Agent"
3. Fill in the agent details (name, description, instructions)
4. Optionally attach knowledge bases
5. Click "Create"

Provisioning takes about 30–60 seconds. You'll see a "Provisioning" status during this time.

Agent Settings

Name

A clear name to identify this agent in the dashboard. This is also shown to customers in the widget header.

Description

A brief summary of what this agent handles. For example: "Customer support for e-commerce orders" or "Technical documentation assistant."

Custom Instructions

Instructions shape how your agent responds. You can define tone, response style, escalation rules, and domain-specific guidelines.

You are a helpful e-commerce support agent for TechStore.

When customers ask about:
- Orders: Check order status and provide tracking info
- Returns: Explain our 30-day return policy
- Products: Answer questions using the product catalog
- Technical issues: Escalate to human support

Always be friendly and professional. Keep responses concise.
If you cannot answer a question, escalate to a human agent.

Knowledge Base Attachment

You can link one or more knowledge bases when creating an agent. The agent searches these to answer customer questions.

Important: Knowledge bases must be fully indexed (status "Ready") before they can be attached to an agent.

Managing Agents

Update an Agent

Select the agent from the workspace, then edit its name, description, or instructions. Changes take effect immediately.

Delete an Agent

Deleting an agent removes it permanently along with its widget configuration. Conversations are preserved for reference.

Multiple Agents

Organizations can create multiple agents for different use cases:

• Sales agent — trained on product catalog and pricing
• Support agent — trained on troubleshooting docs and FAQs
• Billing agent — trained on payment and subscription info

Each agent has its own widget settings, so you can deploy different agents on different pages of your site.

Testing in Playground

Before deploying, test your agent in the Playground from the dashboard. Send test messages, verify knowledge retrieval, and refine instructions until you're satisfied.

Best Practices

• Start with clear, specific instructions (under 500 words)
• Include escalation rules for questions outside the agent's scope
• Test in the Playground before deploying to production
• Use descriptive names when managing multiple agents
• Keep instructions focused — one agent per domain works best