Build an AI agent in Agent Studio

Create an AI agent from a template and set its role, languages, greeting, instructions, topics and knowledge.

For: Admins

Steps

Open MetriAgent → Agents and select New agent. Pick a template — Customer Service, Order Status, Lead Qualification, Appointment Booking, Collections Reminder, Knowledge Gap or Case Triage — or start from scratch, give the agent a name and select Create agent.
On Instructions, set the role, persona and tone, choose who it talks to (customers or your team) and the languages it may use. Write a greeting in each language.
Write the instructions in plain language: what the agent should do, what it must never do and when to hand over. The template's rules — answer only from your knowledge, never invent prices or dates, sensitive actions need a person — are a good start.
Under Handover rules, choose what happens when a question is outside its topics or the customer is unhappy, after how many messages it offers a person, and which team takes over.
On Topics, list the kinds of requests the agent handles, each with a short description.
On Knowledge, choose the knowledge base and your uploaded documents. Customer-facing agents only use knowledge visible to everyone.
Select Save draft. Your changes stay in the draft until you publish a version.

Templates are copied: editing an agent never changes the template or other agents.
Agent Studio is ready for building and testing. Connecting published agents to web chat, email and the portal is coming soon.

Still need help? Contact support

Create an AI agent from a template and set its role, languages, greeting, instructions, topics and knowledge.

For: Admins

Open MetriAgent → Agents and select New agent. Pick a template — Customer Service, Order Status, Lead Qualification, Appointment Booking, Collections Reminder, Knowledge Gap or Case Triage — or start from scratch, give the agent a name and select Create agent.
On Instructions, set the role, persona and tone, choose who it talks to (customers or your team) and the languages it may use. Write a greeting in each language.
Write the instructions in plain language: what the agent should do, what it must never do and when to hand over. The template's rules — answer only from your knowledge, never invent prices or dates, sensitive actions need a person — are a good start.
Under Handover rules, choose what happens when a question is outside its topics or the customer is unhappy, after how many messages it offers a person, and which team takes over.
On Topics, list the kinds of requests the agent handles, each with a short description.
On Knowledge, choose the knowledge base and your uploaded documents. Customer-facing agents only use knowledge visible to everyone.
Select Save draft. Your changes stay in the draft until you publish a version.

Templates are copied: editing an agent never changes the template or other agents.
Agent Studio is ready for building and testing. Connecting published agents to web chat, email and the portal is coming soon.

Still need help? Contact support