Ai AGENTS & ASSISTANTS
Useful Ai with a clear role.
Give Ai a defined job in your business. We help configure assistants around your website, brand knowledge, content, and supported workflows so they can help people get answers and move work forward.
Start with one practical use case. Give the agent the right context, decide what it may do, and test how it should respond when a person needs to take over.
Begin with the work you need help doing.
Choose a role with a clear purpose, useful context, and a defined path back to your team.
01
Website assistance
Help visitors understand your services, find relevant information, and identify the next step in a conversation.
02
Brand knowledge
Give the assistant approved information about your business, audience, services, and voice.
03
Content assistance
Support ideas, outlines, drafts, and revisions inside the content workflow, with people reviewing the finished work.
04
Sales & inquiry support
Help organize the information a prospective customer shares so your team can have a more useful follow-up conversation.
05
Team workflow support
Explore agent roles that assist with supported tasks in your Digital Pros workspace, based on the access and capabilities configured for them.
06
Scope & oversight
Define permissions, review points, and escalation expectations. Expand the role only after the initial use case works well.
Define. Test. Improve.
01 · Choose one useful role
Identify a recurring question or task and agree on what a successful response should look like.
02 · Configure context and boundaries
Provide relevant information and select the tools and actions the agent is allowed to use.
03 · Test real scenarios
Review representative questions, unclear requests, and handoff situations before putting the agent into regular use.
For example
A website assistant could explain your service options, help a visitor identify what they need, and guide them to an inquiry that your team reviews.
Good questions to start with.
Is this only a website chatbot?
No. Website conversations are one use case. The platform also supports agent roles connected to brand, content, sales, and operational work.
Can an agent take actions for us?
Available actions depend on the role, enabled tools, permissions, and connected services. We scope those capabilities with you before use.
Will it always get the answer right?
No. Ai can misunderstand a request or produce an incorrect answer. Good source information, testing, human review, and clear handoffs are part of a useful setup.
See how agents connect with websites and automation.