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Agents

Create an agent

Start from a preset or a blank agent. Attach the channels that should route to it, then train greeting and handoff.

In the app: Agents → Create

Create

CoPulse Agent Studio persona tab with name, greeting, guardrails, and channel assignment.
Persona is where you name the agent, set greeting and guardrails, and attach channels.
CoPulse Agent Studio tools tab showing appointments, forms, and other agent capabilities.
Tools enable appointments, forms, and other capabilities the agent can call in a chat.
  1. Open Agents → Create.
  2. Name the agent and pick a preset if one matches (qualifier, support, and so on).
  3. Attach channels (WhatsApp, web chat, phone, …) so inbound traffic can reach it.
  4. Attach knowledge bases and optional catalogs.
  5. Set training: greeting, guardrails, and auto handoff to a human when confidence is low.
  6. Save, then test from Inbox or a test contact.