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Dashboard GuideAI Reply Agents

AI Reply Agents

A reply agent is a named profile — a tone, your company context, and a knowledge base — that a campaign can point at so AI-drafted replies (see Inbox) sound like you and know what you actually offer, instead of a single generic global voice.

Configuration

  • Tone — Professional, Friendly, Casual, or Formal.
  • Company name / domain
  • Additional info — free-text context always included in drafting.
  • Autonomous replies and follow-ups toggles.

Knowledge base

Train an agent on:

  • Documents — PDF, DOCX, or TXT, up to 10MB each. Extracted, chunked, and embedded for retrieval automatically.
  • A website — point it at a domain, review the discovered pages, and confirm which ones to actually index. Re-indexing replaces the previous page set rather than appending to it.

Use Search knowledge to preview exactly what the AI drafter would retrieve for a given question — useful for confirming the knowledge base actually covers a topic before relying on it.

Assigning to a campaign

A campaign with no reply agent still drafts (politely, without inventing specifics); assigning one gives the AI real, grounded context to draw on.