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How to set which AI agent handles a department

Choose, for each department, the AI agent that answers its conversations: one agent for sales, another for support.

1 min readBasicUpdated on November 12, 2026

Where to find it in Cognizy

ConfiguraçõesPessoas e acessoDepartamentos

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Video lesson coming soon. For now, follow the steps below.

When a company has more than one AI agent, each department can have its own. Conversations that come into the department start being answered by the chosen agent, with its tone and knowledge base. Without a choice, the company's default agent answers.

Where to find it in Cognizy

ConfiguraçõesPessoas e acessoDepartamentos

Open in CognizyOpens the screen in Cognizy. Sign in if asked.

Before you start

  • The company needs at least two AI agents: with only one, the field doesn't show up, since there's nothing to choose from.
  • Only the owner and administrators can edit departments.
  • If the WhatsApp number has its own agent, that agent answers first, before the department's agent.

Step by step

  1. Step 1:

    At the bottom of the menu, click Settings.

  2. Step 2:

    Under People and access, click Departments.

  3. Step 3:

    On the department you want to adjust, click Edit.

  4. Step 4:

    Under Agent that answers, choose the AI agent for this department. Leaving it as Company default agent, the default agent answers.

  5. Step 5:

    Click Update. The next conversations that come into this department will already be answered by the chosen agent.

How to know it worked

The department now has the chosen agent. Open the edit screen again to check: the Agent that answers field shows its name.

If something goes wrong

The Agent that answers field doesn't show up.

The company only has one agent. Create another one in Company › AI Agents and come back to this screen.

I chose the agent and another one keeps answering.

The WhatsApp number has its own agent, which takes priority. Check Settings › Channels › WhatsApp, under Service and receiving.

Old conversations keep the previous agent.

The change applies to conversations that come into the department from now on.

Next step

Set who answers on each WhatsApp number.

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