AI Agents
1 min readBasicUpdated on November 12, 2026
Where to find it in Cognizy
Video lesson coming soon. For now, follow the steps below.
You can have one agent for each role (support, sales, post-sales), each with its own knowledge base and tone. The number of agents depends on your plan.
- Step 1:
Create or adjust the agent
with name, role, tone of voice, and the knowledge bases it consults.
- Step 2:
Define what it can do
schedule, open a ticket, send media, hand off to the team.
- Step 3:
Test in Test agents
Talk like a customer and see where each response came from before going live.
- Step 4:
Choose the default agent
for each channel in .
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Where to find it in Cognizy