Step 1: Create an Agent
① After logging into the product, click “Build” in the sidebar, then “Agent.”
② Click “Simple Agent” (i.e., LLM Agent) to go to the Agent editing page.
③ Select Service Mode: “Email” or “Live Chat.”
④ Enter the “Agent Name” (e.g., “Logistics Inquiry”).
⑤ Provide the “Agent Description” (e.g., “Inquire about package logistics from user messages and provide solutions”).
⑥ After confirming all information, click “Confirm.” The Agent is now created.
Step 2: Edit and Publish the Agent
① Define the Task Flow, for example: “Role – Task Description – Workflow” or “Role – Goals – Skills.”
② Utilize the Prompt Library (this step is optional): We’ve newly added a “Prompt Library” which contains suitable Agent prompts for various business scenarios. This helps you quickly organize the Agent’s working logic and more easily write its workflow and content.
③ Configure “Variables,” such as: User Salutation, User Sentiment.
🎵 Tips:
After adding variables in step ③, you only need to use the variable name when writing task instructions. Solvea will then understand the variable’s meaning and retrieve its value.
Example: If you’ve set a variable “OrderNumber” and defined its description and extraction method in AI Fields, you won’t need to tell the large language model (LLM) how to identify the order number in the task instructions. Instead, simply use the variable name “OrderNumber,” and Solvea will extract it.
④ Set up “Knowledge Response.” Once enabled, you can define the knowledge scope, and the Agent will use information from this specific scope to respond and provide answers.
⑤ Configure “Template Response.”
Note: The “Transfer to Human (Due to Lack of Knowledge)” template can only be configured if “Knowledge Response” is enabled.
⑥ Configure “Transfer to Human.” Currently supports: “Transfer Only,” “Custom Response,” and “Template Response.”
⑦ Configure “Tools.”
⑦ Configure “Tools.”
⑧ Set “Response Format.”
If Live Chat is selected as the service mode, you can also set the “Maximum Response Count.”
⑨ Interact with the Agent you’ve configured in the right-hand dialogue box to test and debug its performance.
⑩ Refresh the conversation.
⑪ Save and publish the configured Agent.
🎵 Tips: When editing “Task Instructions,” type “/” and a list of all configurable items will automatically pop up, allowing you to add various skills as you write.
