The companion agent empowers human agents by proactively fetching knowledge and automating tasks. It helps agents with on-demand search, leveraging full conversation context for precise answers. Follow these recommendations to optimize the companion agent's real time guidance and the productivity of your human agents.
Enter model guidance
When you create a companion agent, specify the style, format, or tone of the agent responses. Include guidance on how to follow instructions, reference articles, or use a specific glossary of key terms.
Add resources
These are the sources of information and tools that human agents can use:
- Knowledge base: The unstructured documents the human agent can search and learn from (for example your PDFs, web links, policy documents).
- Instructions: Your structured business rules and guidelines for process adherence.
- Tool definitions: Connections to other smart systems (sub-agents) or services the companion agent can call on to perform a task.
Refine AI suggestions
You can customize AI suggestions with your inputs. The AI learns from this and refines its suggestions dynamically. Every human interaction with the companion agent serves as validation, to continuously refine the intelligence of the entire agent.