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Tips to migrate from old AI Assistants to AI Agents

Desirée M Updated by Desirée M

AI FAQs Assistants and AI Lead Gen Assistants will be deprecated. To keep using AI, you’ll need to replace these blocks with AI Agents.

The main difference is that while the old assistants were designed for very specific use cases, AI Agents offer more flexibility, support for a wider range of scenarios, and greater room for customization.

Here are some tips to get started:

From FAQs to AI Agent

1. Connect from the Chatbot to the AI Agent and from AI Agent to the Chatbot

Connect an AI Agent block in the point of the flow where you need it:

2. Upload your knowledge base

Just like in the AI FAQs Assistant block, you can paste any text you want the AI Agent to use when answering user questions. The agent will rely on that content to provide accurate replies.

3. Instructions to Answer FAQs

One key difference from the old block is that you now need to define the instructions that guide the AI Agent’s behaviour and tasks.

Here’s a simple example of what those instructions can look like:

### Role

You are a customer support agent.

###Goal

Complete the following tasks:

1. Identify the customer's specific issue or concern

2. Gather relevant details needed to resolve the issue (account info, error messages, steps taken, etc.)

3. Provide a solution or next steps to resolve the customer's problem

### Exit Conversation

Once the customer's issue has been resolved and no there are no further questions, exit the conversation.

4. Set up output to continue in chatbot

To keep the conversation flowing smoothly, you’ll need to set up an output for the chatbot. We recommend also reinforcing this condition in the agent’s instructions.

From Lead Gen Assistant to AI Agent

1. Connect from the Chatbot to the AI Agent and from AI Agent to the Chatbot

Connect an AI Agent block in the point of the flow where you need it:

2. Upload your knowledge base

If you have a knowledge base, you can upload it here. Just like in the Lead Gen Assistant block, you can paste any text you want the AI Agent to use when answering user questions. The agent will use this content to give accurate responses.

3. Set up data to be gathered and set up the instructions

You’ll need to manually configure each piece of information you want the agent to collect and decide which Field it should be stored in.

For more details, check out: Capture, generate and use data with AI Agents

4. Set up output to continue in chatbot

In the Lead Gen Assistant, the agent was set up to collect all information before exiting the loop. In the AI Agent, this isn’t automatic—so you’ll need to create your own output to end the loop.

6. Set up notifications

AI Agents don’t send automatic email notifications when a question is completed. However, when connected to a chatbot, you can fully customize notifications using the Send Email block or Slack Notifications block.

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