Creating and Managing Agents

Creating a New Agent

To create a new agent, follow these steps:

1. Initiate Creation:

   • Click the blue '+' icon on the Agent overview page or the plus sign next to 'agents' in the left-side menu.

     

2. Define the Agent:

   • A blank page will appear where you can enter the agent's name and define its tasks and rules.

   • As you define the agent, its flow will be displayed in the right panel for easy visualization.

3. Utilize the Assistant:

   • At the bottom of your screen, an assistant is available to help you create the agent.

   • Activate the assistant by speaking, uploading a file or typing a description of your desired agent. More about the Assistant can be found here.

   • The assistant will guide you through the process and insert placeholders for any unknown information, which you can complete later.

Assigning Tools and Handovers

To enhance your agent's capabilities, you can assign tools or set handovers to other agents. Type a forward slash (/) to open a pop-up menu, which allows you to select and assign the desired tools or agent handovers. Additionally, you have the option to add a placeholder by selecting "+ Add Agent" or "+ Add Tool."

Default Options

When configuring your agents in HALO, several default options are available via the forward slash (/) pop-up menu.

• Context: The Context feature allows you to standardize variables across your agents and tools. By adding context through this menu, you ensure consistent data application throughout the system, enhancing uniformity in agent responses.

• Knowledge Agent: This built-in agent accesses information from the Knowledge sources you've added to HALO, providing contextually relevant answers by leveraging your organization's knowledge base.

• Complete and Breakout Functions: These functions help direct the conversation back to the root agent or a fallback message. The "Breakout" function marks an interaction as unsuccessful, while the "Complete" function logs it as successful, playing a key role in managing chat statistics and evaluating agent performance.

Example: Order Information Agent

Consider an example of an agent, the Order Information Agent, which retrieves order information using the Fetch Shipping Info tool.

This agent requires an order number and an email address, also verifying the email's validity before calling the tool. Monitor how this agent utilizes the default functions of the Knowledge Agent and the “Complete” and “Breakout” functions.

Testing Your Agent

Once your agent configuration is complete, follow these steps to test it:

1. Save Configuration:

   • Ensure all your settings are saved.

2. Start Testing:

   • Select the test icon at the bottom right of the screen.

   • Choose the agent you wish to test and input a query, such as, "Do you know my order status?"

   • The agent will prompt you for the required information and provide the appropriate response.

More information about the Test Center can be found here.

By following this structured approach, you can effectively create, assign tools, test, and optimize your agents within HALO.