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AI Agent

The AI Agent block creates a dedicated AI agent within a workflow.
  • One agent per workflow is allowed.
  • The agent is the core driver of automation, responsible for handling logic and conversations.
  • Agents can:
    • Call tools (e.g., APIs, functions)
    • Generate replies for customers
    • Fetch information from the knowledge base
Define clear instructions and goals for each AI agent to avoid overlap or misrouting across workflows.

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Generate

The Generate block uses AI to create content or validate responses.
Common uses:
  • Generate a reply based on inputs and KB context
  • Evaluate if a user’s query has been fully answered
  • Summarize long responses into concise answers
  • Provide alternatives when one reply is insufficient

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Extract

The Extract block uses AI to pull structured details out of user queries, similar to Capture, but more flexible.
Examples:
  • Extracting an order ID from a free-form message
  • Pulling a date or location from a user’s text
  • Identifying entities like product names or account numbers
Use Extract when inputs are unstructured or varied. Use Capture when the format is predictable (e.g., fixed ID patterns).