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Agents

Agents are the decision-makers in HALO. You describe what an agent should do in natural language, give it tools to act with, and it handles the conversations you assign to it. Agents can pass a conversation to each other, so each agent stays focused on one type of request while your customer sees one continuous conversation.

You can find your agents under Agents in the menu on the left. The page has two sections: your root agent, and the rest of your agents. Agents Analytics at the top right opens the analytics dashboard for all agents.

Root agent

The root agent starts every conversation and decides who handles each request.

  • You have one root agent at a time. It sits in its own section at the top of the page.

  • When a customer starts a conversation, the root agent receives the first message.

  • When an agent hands the conversation over, the receiving agent becomes the active agent and handles the following messages, bypassing the root agent.

  • Without a root agent, questions go straight to knowledge search and are answered from your knowledge sources.

If you have no root agent yet, the page shows Create root agent. To make an existing agent the root, open its card menu and choose Set as root agent. That agent then starts every conversation.

Agent cards

Every agent is shown as a card with its name, description, the date it was last modified, and how many tools and handovers it has. An Unpublished tag means the agent has changes that are not live yet.

The card menu holds the actions: Edit, Upgrade now (when the agent uses an AI model that is being retired), Duplicate, Copy to profile, and Delete.

Use the search box to find an agent, and the sort control to order the list by Date modified, Name, Tools, or Handovers. If no agent matches your search, you can create a new agent with that name directly.

When agents use an AI model that is being retired, a banner at the top of the page shows the deadline and upgrades them for you, either all at once or per selection. A Deprecated tag marks the affected agents.

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