How do I create an AI Agent in Vtiger CRM?

Follow these steps to build an AI Agent:

1. Log in to your CRM account.
2. Go to the Main Menu.
3. Go to Platform.
4. Select Generative AI Designer.
5. Click on the Bot Setup tab.
6. Select Agents from the left side menu.
7. Click on +Add Agent.
8. Enter or select the following information:
   1. Bot Name: Enter the name of your AI-powered assistant designed to perform specific tasks.
   2. Bot Description: Enter a brief summary of your bot’s capabilities, key features, and how it benefits users.
   3. Bot Image: Insert an image that represents your bot.
9. Click Next. A Create Agent page opens.
10. Select +Add Topics.
    1. Select From existing actions to add an existing action.
    2. Select Create new to create a new Action.
11. Enter or select the following information in the Details tab to create a topic :
    1. Topic Name: Enter the title of the topic.
    2. Topic Description: Enter a brief summary explaining what the topic is about.
    3. Topic Instruction: Enter the directions for handling the topic.
    4. Keywords: Enter the important terms or phrases associated with the topic.
12. Click the Actions tab to add an action based on your needs.
13. Select +Add Action to add an Action:
    1. Select From existing actions to add an existing action.
    2. Select Create new to create a new Action.
14. Enter or select the following information to create a new Action:
    1. Action Name: Enter the title of the action.
    2. Description: Enter a brief explanation of what the action does.
    3. Action Type: Select the category of the action.
       1. API: Select an API to create and manage agents through API integration.
       2. Prompt: Select Prompt Builder to generate and improve responses.
       3. Reports: Select Reports for the agents to generate and provide insights.
       4. Click Save. An Action will now be created.
15. Click Create Agent. 

Your AI agent is now ready to optimize tasks and provide intelligent support.