What is the AI Agent platform?

The AI Agent platform is a solution offered by Konverso that enables users to utilize and create LLM-powered agents to help them with various tasks, from searching the web for answers to ITSM ticket management. Additionally, private data sources (like company data) can be integrated with the platform to enable employees to get personalized answers for specific work processes.

What is an AI agent?

An AI agent, agent for short, is a virtual proxy designed to help users with specific tasks, such as summarizing text, translating, or even fetching information from a data source, when requested.

An AI agent can be defined as having the following attributes: 

• A description of its purpose that will allow other AI agents to identify and collaborate with it. 

• Instructions indicating the context, the objectives of the AI agent, the data sources to query, the tasks to be performed, the examples to be used, the checks to be carried out, etc. 

  • The use of a small or large multimodal generative model (mainly called a Large Language Model or LLM) to interpret the instructions and generate the result. 

  • The multimodal generative model will process an input that a human will produce in a conversational interaction.

  • Similarly, the generative model will produce an output that will be evaluated by the human in co-pilot mode. This output can also be shared with another AI agent.

  • The agent will rely on the short-term memory of the multimodal generative model and its long-term memory (this memory is persistent and can be used to personalize future interactions), as well as on planning, decision-making, and reasoning capabilities. 

• Access to tools, which may include access to enterprise applications and search engines. The multimodal generative model will decide which tools to use and in what sequence to achieve its objective. 

• Access to external data sources in addition to the training data of the model. 

Tutorials

#1 - How to chat with an agent

#2 - How to attach a file in the chat

#3 - How to manage discussions

#4 - Chain multiple agents in one conversation

#5 - How to give your feedback

First steps

Accessing the interface and authentication

You can access the AI Agent platform via this link: https://agentic.konverso.ai.

Signing up for the AI Agent Platform

To sign up for the platform, please book a meeting via this link.

Activating your account

Once your account is created, you will receive an email prompting you to activate your account. Please follow the instructions in the email to activate the account.

You can now return to the platform and set up your subscription.

Setting up your subscription

You can try our AI Agent Platform with a 14-day free trial of the Pro plan.

Once your account is activated, you will be redirected to the onboarding steps:

1. Begin by entering your information, such as your name and your company name. Click Next to proceed.

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2. Invite your team by providing their email addresses. Once finished, click Next to proceed.

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3. Set your subscription to the platform on the checkout page where you will have to set up by following the instructions:

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• Choose whether you will pay for the subscription monthly or yearly.

• Click Start trial.

• On the next page, select the quantity (=the number of users) of the subscription, which will determine how much you will be billed according to the selected frequency.

• Provide the email address for the billing.

• Click Start trial to access the platform for free for 14 days.

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You will get a recap of your subscription:

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Signing in to the AI Agent platform

You can sign in to the application via the sign-in page.

• Method 1: Local account

If you previously created a local account, please sign in by providing your email address.

• Method 2: Google account

If you signed up with Google, please click the Google button to sign in with your Google account.

• Method 3: Microsoft account

If you signed up with Microsoft, please click the Microsoft button to sign in with your Microsoft account.

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How to use an agent?

To use an agent, you can either:

• Type @ in the chat box, or click the Invoke an Agent button and then select the agent you want to discuss with. Type your question and click the Send button or press Enter to start the conversation.

• Select an agent from the provided list to open a new window where you can discuss with the selected agent. You can search for any agents by name or category in the search field below the chat box.

• You can attach files to your messages by clicking the Attach files button at the bottom of the chat input area.

• After sending a message and receiving an answer from the selected agent, you can indicate whether you like or dislike this answer by clicking the (Like) or (Dislike) icon.

• You can also copy the answer given by the agent in HTML format by clicking the Copy icon.

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You can ask questions to several agents in the same conversation by selecting another agent.

Manage past discussions

You can view and resume previous conversations by selecting a past conversation in the Discussions left panel. You can also delete a conversation by clicking the Bin icon next to the preview.

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Start a new conversation

You can start a new conversation with any agent by clicking the Start a new conversation button at the bottom of the chat input area.

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What’s next?

1. If you are an Admin, we recommend you learn about the user roles and how to manage your workspace by reading this page: User roles & journeys.

2. If you are an Admin or an Agent builder, you can create and configure your agents.