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How can I edit an AI Agent in Vtiger CRM?

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Follow these steps to edit an 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 to view the list of agents.
  7. Select the Agent that you want to modify from the list of agents.
The selected agent can be modified based on the specific actions.

 
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