Build a customer service agent with AI

A Customer Service Agent answers your visitors’ questions in a chat and hands the hot ones to your team as leads. The builder writes both halves of it: what the agent knows about your business, and how it is supposed to behave.

#Describe the agent

Given a website, Tayon reads it and builds the agent’s knowledge base from what it finds. Without one, the agent knows only what you typed in the chat — which can be enough, but you have to type a lot more.

The generate button will not appear until the website question has been asked and answered. “We do not have a website” is a valid answer and unblocks it.

#Choose where the agent lives

When the panel reads Ready to create your agent, pick a channel:

Choosing WhatsApp adds a WhatsApp trigger phrase box — the word or phrase that starts a conversation with the agent. If no number is connected the card says so and offers a link to connect one.

Then choose Create my agent. It takes about a minute.

#What gets created

One generation produces a working set of parts, all of them yours to edit:

• A web bot with its own chat page at a public address you can share.
• A widget carrying the agent’s name and colour, ready to embed on your site.
• An avatar for the agent — a fresh one per agent, so a second agent never inherits the first one’s face.
• Two entries on the Prompts screen: Business Info (what the agent knows) and Instructions (how it behaves).
• A conversation that opens with two buttons — one to ask a question, one to talk to a person. The question branch answers from the knowledge base; the other branch collects name, email, phone and what they need, then thanks them.

#The toolbar after it builds

The chat locks once the agent is live and reads Your agent is live.

#Tuning the agent afterwards

Most of the time you do not want to regenerate — you want to change one thing. That lives on the Prompts screen:

• Business Info — facts. Prices, hours, service area, what you do and do not do.
• Instructions — behaviour. Tone, answer length, what to always ask, what to never say, when to hand over to a human.

See Give your bot knowledge.

#If you already have an agent

Creating a second agent on the same account warns you first: You already have an agent. Two agents can end up answering the same visitors. If that is what you want, choose Create anyway — each agent keeps its own prompts, widget and page.

#Putting the agent to work

• On your website — embed the widget. See Add the chat widget to your website.
• As a link — share the agent’s own page. See Bot pages and bot links.

Conversations from both show up in your Messenger, where you can take over from the bot at any point.