AI Agents
Overview
Section titled “Overview”AI Agents in Wylto are intelligent assistants that automatically handle customer conversations on WhatsApp. They can answer questions, qualify leads, and provide support — all without human intervention.
Creating an AI Agent
Section titled “Creating an AI Agent”-
From the sidebar, click AI Agents to open the agents management page.
Navigate to AI Agents
Section titled “Navigate to AI Agents” -
Click the Create Agent button to start building a new agent.
Click Create Agent
Section titled “Click Create Agent” -
Select the type of agent you want to create:
Choose Agent Type
Section titled “Choose Agent Type”- Q&A Agent — Answers frequently asked questions using your knowledge base
- Sales Agent — Qualifies leads, shares product info, and books demos
- Support Agent — Handles customer support tickets and resolves issues
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Configure the Agent
Section titled “Configure the Agent”- Give your agent a name and description
- Upload your knowledge base (PDFs, documents, or website URLs)
- Set the agent’s tone and personality
- Define fallback behavior for when the agent cannot answer
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Use the built-in chat preview to test your agent before deploying it live on your WhatsApp number.
Test and Deploy
Section titled “Test and Deploy”
Agent Types
Section titled “Agent Types”The Q&A Agent is designed to answer customer questions using your knowledge base.
Best for:
- Answering FAQs
- Sharing business information (hours, location, policies)
- Product information lookup
How it works:
- Upload documents, PDFs, or website URLs as your knowledge base
- The AI processes and indexes your content
- When a customer asks a question, the agent searches the knowledge base and responds with relevant information
The Sales Agent helps qualify leads and drive conversions.
Best for:
- Lead qualification
- Product recommendations
- Demo booking
- Price inquiries
How it works:
- Configure qualification criteria and product catalog
- The agent engages prospects with relevant questions
- Qualified leads are routed to your sales team or booked automatically
The Support Agent handles customer support conversations.
Best for:
- Troubleshooting common issues
- Order status inquiries
- Refund and return requests
- Escalation to human agents
How it works:
- Define common support scenarios and resolution paths
- The agent handles routine queries automatically
- Complex issues are escalated to human agents with full context
AI Credits
Section titled “AI Credits”AI Agents consume AI Credits based on usage:
- Each AI response uses a certain number of credits depending on the complexity
- Credits are included in your subscription plan
- Monitor your credit usage from the Dashboard
- Upgrade your plan if you need more credits
Best Practices
Section titled “Best Practices”- Keep knowledge bases updated — Regularly update your documents so the agent has the latest information
- Set clear fallback behavior — Define what happens when the agent cannot answer (e.g., transfer to human, collect contact info)
- Monitor conversations — Review agent conversations in the Inbox to identify areas for improvement
- Use specific knowledge bases — Focused, well-organized content leads to better AI responses