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Tips to migrate from old AI Assistants to AI Agents

Pau Sanchez Updated by Pau Sanchez

AI Faqs assistants and AI lead gen assistants, will be deprecated, in order to continue using AI you must replace such blocks for AI Agents.

The main difference you will notice is that whereas the AI FAQs Assistant and the AI Lead Gen Assistant, where specialised AI functionalities for very specific use cases, the AI Agent offers greater support for different uses cases and more room for personalisation.

Below are some tips:

From FAQs to AI Agent

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

In order to use the AI Agents, as they are not a block that can be selected, you will need to use the Jump to block. Here are some instructions on how to connect it: link

2. Upload your knowledge base

In a similar way to the AI Faqs Assistant block, you can copy and paste a text with the content you want the AI Agent to use in order to answer user questions

3. Instructions to Answer FAQs

One main difference with the old block, is that you will need to set up instructions on the behaviour and tasks that the AI Agent must do.

Here is a simple version of instructions:

### 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 exit condition to continue in chatbot

As mentioned before, in order to continue the flow in the chatbot, you will need to set up an exit condition. We recommend to reinforce such condition in the instructions.

5. Important! The Welcome Message

One main difference with the FAQs block, is that the AI Agent, won't start based on the last user interaction in the chatbot, but with the first answer to a fixed Welcome Message.

From Lead Gen Assistant to AI Agent

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

In order to use the AI Agents, as they are not a block that can be selected, you will need to use the Jump to block. Here are some instructions on how to connect it: link

2. Upload your knowledge base if you have any

In a similar way to the Lead Gen Assistant block, you can copy and paste a text with the content you want the AI Agent to use in order to answer user questions

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

You will need to manually set up each piece of information you want to be collected, and in which field do you want it to be stored. Here are more info

4. Set up exit condition to continue in chatbot

Whereas in the Lead Gen Assistant, the agent was instructed to get all the information in order to exit the loop, such condition is not hardcoded in the AI Agent, therefore you will have to set up your own condition to exit such loop.

5. Important! The Welcome Message

The AI Agent won't start based on the last user interaction in the chatbot, but with the first answer to a fixed Welcome Message.

6. Set up notifications.No email notification, but can be triggered from the chatbot

There is no auto email notification on questions completion, but with the AI Agents, connected with a chatbot, you will have the freedom to customise further the notifications either with the Send Email block or Slack Notifications block.

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