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Getting Started with AI Agents

The Agents module is where you create and manage AI agents in ChatMaven. Each agent can represent a channel, team, or use case (for example, WhatsApp AI).

This guide helps you quickly understand the page and perform your first setup on the General tab.

Getting here​

  1. Sign in to ChatMaven.
  2. Open your workspace.
  3. Go to Agents from the top navigation.
  4. Select an existing agent or create a new one.

What you can do from General​

On the General page, you can:

  • Set or update the AI Agent Name.
  • View and copy the AI Agent ID.
  • Delete the agent from Danger Zone (permanent action).

For model, tone, creativity, workspace binding, and Enable AI Response, use AI Config in the same agent sidebar (under General).

First-time setup checklist​

Use this checklist when configuring a new agent:

  1. Name the agent clearly
    Use a purpose-based name such as WhatsApp Sales AI, Support AI, or Web Chat AI.

  2. Copy and save AI Agent ID
    Store it in your internal setup document for integrations and troubleshooting.

  3. Connect required channels/integrations
    Ensure the agent is wired to the right messaging or automation stack.

  4. Test with real prompts
    Validate response quality, tone, and handoff behavior before production usage.

  5. Define ownership
    Assign one team owner responsible for updates, review cadence, and governance.

Important safety note​

The Delete Agent button in Danger Zone permanently removes the agent and associated data. Only admins or trusted owners should have permission to perform this action.

Common setup pattern​

Teams usually separate agents by function to keep operations clean:

  • One agent for production conversations.
  • One agent for testing/staging updates.
  • Optional channel-specific agents (for example, dedicated WhatsApp vs Web Chat agents).

Next steps​

  • AI Config — Edit agent name, workspace, model, tone, and creativity.
  • Creating an AI agent — Walk through the template wizard, AI config, knowledge base, and integrations.
  • Integrations — Agent Integrations screen: enable channels and open Configure.
  • Web Chat (Agents) — Customize the website widget: home page, dashboard widgets, bubble, and forms.
  • Preferences — Knowledge base visibility, source attribution, and AI terms of use.
  • Live Chats — Live chat handoff, trigger messages, and availability.
  • Templates — Agent templates: My Templates, Template Library, and Add template.
  • Integrations Overview — Connect channels and tools (detailed guides per integration).
  • Chatbot Settings - Configure response behavior.
  • Data Sources Overview - Improve answer quality with better knowledge.

FAQ and troubleshooting​

Agents vs chatbots in the UI—what’s the difference?​

In ChatMaven, an agent is the configurable AI unit (prompts, knowledge, tools); chatbot docs often refer to the customer-facing widget and its appearance. They work together.

Where do I edit what the AI says?​

Open the agent’s AI configuration and Knowledge base; channel-specific behavior may also live under Integrations or Inbox routing.

My new agent does not receive messages.​

Link the agent to a channel and verify routing from the inbox overview. Unassigned or misrouted conversations may go to a default queue.