AI Sync

AI Agents

Configure and manage your intelligent AI agents for automated customer interactions

Complete AI agent management system with folder organization, comprehensive controls, and detailed monitoring.

Folder Management System#

Sidebar Navigation

  • All Agents - View complete agent inventory across all folders
  • Custom Folders - Organize agents by project, client, or purpose
  • + Add - Create new folders with custom names
  • Folder Actions - Edit and delete folders via context menu

AI Agents Creating Folders

  • Click + Add to open folder creation dialog
  • Enter folder name in text field
  • Click Save to create new organizational folder
  • Manage folder contents by moving agents between folders

AI Agents

Agent Dashboard#

Header Controls

  • + Add Agent - Create new AI agents
  • Search - Find agents by name or ID
  • Show Entries - Display 10, 25, 50, or 100 agents per page
  • Pagination - Navigate through large agent lists AI Agents Agent Table Overview
ColumnDescription
#Sequential agent number
NameAgent identifier (e.g., n60hIfrJ8r, 2tZ4kVkV5F)
Renewal AtSubscription renewal dates
StatusActive/inactive toggle switches
Created AtAgent creation timestamps
ActionManagement options menu

AI Agents

Agent Actions Menu#

Primary Actions

  • Edit - Basic agent configuration and settings
  • Edit V2 - Advanced agent configuration options
  • Test Call - Real-time agent performance testing
  • AI Widget Configure - Customize agent interface widgets
  • Endpoints - Manage API endpoints and integrations

Secondary Actions

  • Duplicate - Clone existing agent configurations
  • Delete - Remove agents (confirmation required) AI Agents

Agent Status Management#

Status Controls

  • Toggle Switches - Enable/disable agents instantly
  • Bulk Operations - Manage multiple agents simultaneously
  • Real-time Updates - Status changes reflect immediately

AI Agents

Search & Filtering#

Search Functionality

  • Agent Name Search - Find agents by identifier
  • Folder Filtering - View agents within specific folders
  • Status Filtering - Filter by active/inactive status
  • Date Range - Filter by creation or renewal dates

AI Agents