Skip to content
Wylto Docs

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 Your First AI Agent

Section titled “Creating Your First AI Agent”
  1. Section titled “Navigate to AI Agents”
    Click the AI Agents tab from the main dashboard. You’re redirected to a guided AI Agent creation screen.

  2. Enter Details

    Section titled “Enter Details”
    Enter your Business Name and select the type of AI Agent you want to create (Q&A, Sales, or Customer Support).

  3. Create AI Agent

    Section titled “Create AI Agent”
    Click Create AI Agent to finish.

Creating Another AI Agent

Section titled “Creating Another AI Agent”

You can create multiple AI agents to cater to various roles.

  1. Open the Agent Switcher

    Section titled “Open the Agent Switcher”
    Click the existing AI Agent name displayed at the top.

  2. Create New AI Agent

    Section titled “Create New AI Agent”
    From the drop-down menu, select Create New AI Agent.

  3. Name and Type

    Section titled “Name and Type”
    Enter the Agent Name, select the AI Agent type, and click Create.

Adding AI Credits

Section titled “Adding AI Credits”

Each AI Agent response consumes a certain number of AI credits based on the selected AI model.

  1. Open Credits

    Section titled “Open Credits”
    Click the Credits section in the top-right corner of the dashboard.

  2. Choose a Package

    Section titled “Choose a Package”
    View the available credit packages and select the one you need.

  3. Complete the Transaction

    Section titled “Complete the Transaction”
    Complete the transaction to add credits.

Use this section to also view your AI credit balance and transaction history.

Setting Up an AI Agent

Section titled “Setting Up an AI Agent”

To set up and deploy an AI Agent, you configure its settings, add a knowledge base and train it, define actions, test it in the Playground, and connect it to a channel.

Configure Agent Settings

Section titled “Configure Agent Settings”

In AI Agents, click the Settings tab and open General. Configure the fields as required:

  • Agent Type — Select the type of AI Agent: Q&A, Sales, or Service.
  • Business Name — Enter the business name associated with the AI Agent.
  • Include Business Info in Agent’s Knowledge — Toggle to decide whether business info should be used while answering queries.
  • Support Multiple Languages — Toggle to decide whether the agent responds only in English or in the user’s language.
  • Greeting Message — The initial message the AI Agent sends when a conversation starts or the user sends a generic message.
  • Instructions to Agent — Define how the AI Agent should respond and behave.
  • Custom System Prompt — Enable to override all the above settings and define a custom set of instructions.

Click Save to apply the General settings. Then:

  • Open the Business Info tab, enter the required business details, and click Save.
  • Open the Model tab, select the GPT model as per your requirement, set the Temperature, and click Save.

Add a Knowledge Base and Train

Section titled “Add a Knowledge Base and Train”

The Knowledge Base is where you add the information the AI Agent uses to answer queries.

  1. Open Knowledge Base

    Section titled “Open Knowledge Base”
    In AI Agents, click the Knowledge Base tab.

  2. Add Content

    Section titled “Add Content”
    Add content using any of the following:
    • Enter text manually
    • Upload a document (PDF or file)
    • Import content using a website URL

  3. Train the Agent

    Section titled “Train the Agent”
    The added content appears in the section below. Click Train Agent to train the AI Agent.

Define Actions

Section titled “Define Actions”

Actions define the tasks the AI Agent performs during a conversation, such as triggering workflows, sending HTTP requests, or updating contact details.

  1. Open Actions

    Section titled “Open Actions”
    In AI Agents, go to the Actions tab and click Add Action.

  2. Select an Action Type

    Section titled “Select an Action Type”
    • HTTP Request — Send or receive data from an external system.
    • Trigger Workflow — Start a predefined workflow.
    • Text Response — Give a text response for the agent to work upon.
    • Add Tag to Contact — Add a tag to the contact during the conversation.
    • Update Contact Status — Update the status of the contact.
    • Update Contact Group — Update the group of the contact.

  3. Save

    Section titled “Save”
    Configure the action based on the selected type, then click Save Action.

Test in the Playground

Section titled “Test in the Playground”

  1. Open Playground

    Section titled “Open Playground”
    Go to the Playground tab in AI Agents.

  2. Chat with the Agent

    Section titled “Chat with the Agent”
    Start chatting with the AI Agent as you normally would.

  3. View Action Logs

    Section titled “View Action Logs”
    When an action is triggered during the conversation, click the action within the chat window to view the action logs.

Deploy the AI Agent

Section titled “Deploy the AI Agent”

  1. Open Channels

    Section titled “Open Channels”
    Go to the Channels tab.

  2. Select a Channel

    Section titled “Select a Channel”
    Select the desired channel (currently only WhatsApp is available) and click Connect.

  3. Connect WhatsApp

    Section titled “Connect WhatsApp”
    The available WhatsApp connections in Wylto are displayed. Click Connect WhatsApp.

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

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