You can import an Agent using a JSON file.
Follow these steps to import an Agent:
- Log in to the CRM.
- Go to the main Menu.
- Go to Platform.
- Select Generative AI Designer. The Generative AI Designer page opens.
- Click GenAI Setup > Agents.
- Click the Import. The Importing Agent window opens.
- Note: The Import Agent window displays a sample JSON format for your reference.
- Click Browse to select and upload a JSON file from your system.
- Use the JSON window to manually enter JSON data.
- Click Add Agent.
Note: Once added, the imported agent will appear under Generative AI > Agents and will be set to Active by default.