AI Agents

AI Agents Overview

What You Need

• Access to your Relaio workspace.
• The feature or channel you want to set up.
• Basic business details and owner access.
• A test contact or test scenario to check the setup.

Setup Steps

• Open Product Overview > AI Agents in your Relaio workspace.
• Turn on the feature and complete the required settings.
• Save your changes and use the test option if one is available.
• Make sure the setup matches the way your team wants to use it.

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Check It Works

• The feature opens correctly.
• The settings are saved.
• A test action works as expected.
• The result appears in the right place.

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Common Issues

• Check that your access is correct.
• Confirm the feature is turned on.
• Review the saved settings again.
• Run the test once more with fresh data.

Frequently Asked Questions

• Where do I set this up? Start from Product Overview > AI Agents.
• Can I come back and edit it later? Yes.
• How do I know it is ready? Complete the setup and run a test.
• Who should own it? Assign one person to keep it updated.