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AI agents

An agent in ChatNorris is an artificial intelligence assistant that answers questions based on your knowledge base. You can create several agents, each with a different personality and purpose.

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My agents

In My agents, each agent appears as a card with its avatar (the same one as the widget), type, status (Published or Draft), and connected channels:

• Published agents show their conversations from the last 7 days (with the change versus the previous week), the percentage resolved by AI, the leads and, in orange, how many people are waiting for someone on your team.
• Drafts show the To publish checklist (Knowledge Base: at least one source; Customize: you saved changes in Customize or uploaded your logo or avatar; Test in Playground: you sent a message in the Playground or there was a real conversation; Connect a channel: the agent is published) and the Continue → button, which takes you to the first pending step.
• Each card’s menu has Test in Playground, Settings, Publish/Unpublish widget, and Delete.

Above the list you see your plan’s agent quota (“N of M agents”). If you reached the quota, New agent and the Limit reached card let you request extra agents (see Add-ons) or see the next plan.

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Agent types

When you create an agent, you choose a type that pre-configures the system instructions with a template optimized for that use case. The available types include: customer support, sales, lead generation, e-commerce, technical support, SaaS onboarding, booking and scheduling, HR, real estate, healthcare, education, restaurant, and more. You can see the full list and their descriptions in the creation wizard. After you create the agent, you can freely edit the system instructions to fit your specific needs.

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KB-Only mode (knowledge base only)

KB-Only mode limits the agent to answering only with the information indexed in your knowledge base. When it’s on:

• The agent doesn’t use the AI model’s general knowledge.
• If it has no information about something, it says so clearly and suggests contacting the team.
• Ideal for support assistants where accuracy and control are the priority.

It’s optional: the creation wizard turns it on by default, and you can turn it on or off at any time from Settings → AI (Limit responses to the knowledge base). If it’s off, the agent can use its general knowledge when the knowledge base has no relevant information.

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Create an agent

In My agents, click New agent. A 6-step wizard opens:

1. Type — you choose a template based on what the agent will do and, if you want, your site’s URL.
2. Analysis — ChatNorris scans your site to detect your brand and draft the instructions.
3. Business — you confirm your business’s name and description.
4. Training — your site’s pages (up to 60) are added to the knowledge base, or you skip this and add sources later.
5. Model — model, KB-Only mode, and agent instructions.
6. Widget — color, logo, agent name, and welcome message.

If you don’t have a website, the wizard jumps from step 1 to step 5. When you click Create agent, the agent is saved as a Draft in My agents, with the To publish list. With Save and exit you can leave it halfway and finish it later. See the wizard step by step →

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Agent statuses

To publish or unpublish the widget, use the agent’s Deploy tab or its card menu in My agents (Publish widget / Unpublish widget).

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An agent’s workspace

When you open an agent, its configuration is organized in tabs:

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Dashboard

The Dashboard (the general one, in the side menu, and each agent’s) is an operational view, available on all plans:

• Live inbox — Open, Waiting for a human (with the oldest wait), Unassigned, and Unread conversations. Each number opens Conversations with that filter applied.
• Need attention — the oldest handoffs first, then unread conversations.
• Knowledge base health — sources with errors or stalled, with a link to the knowledge base.
• 7-day indicators versus the previous 7: conversations, resolved by AI (without handoff), leads, and AI credits.
• In the general Dashboard, also: Needs setup (sources with errors, expired or failing integrations, agents without channels), the month’s AI credits per agent, and a table of agents.

The Dashboard updates on its own when there’s activity (a handoff, a message, or a closure). For full detail, View full analytics → takes you to Analytics.

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Deploy (agent channels)

The Deploy tab groups the agent’s channels into Connected, Available, and Not in your plan. For each connected channel you see the account, the language, the inactivity closure, and the conversations from the last 7 days, plus an Active switch to pause it (or publish/unpublish the widget) without disconnecting it. A summary bar lets you copy the widget code.

• WhatsApp, Instagram, Telegram, and Messenger are connected and configured from a side panel (language, inactivity closure, Telegram webhook status, and disconnect). See WhatsApp, Instagram, and other channels.
• Web has its own page with the widget installation and the inactivity closure. See Install the widget.
• Email has its own page with the connection, the behavior, the signature, and the forwarding guide; if it isn’t connected yet, a 3-step wizard. See Email channel.

The Channels section in the side menu shows the channels of all your agents in a single view.

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Edit an agent

1. Go to My agents and click the agent you want to change.
2. In Settings → General you can change the name, the description, and the time zone. In Settings → AI you edit the model, the temperature, the max tokens, the Limit responses to the knowledge base option (KB-Only mode), and the System Prompt / Instructions, which you can start from a template with Explore templates.
3. Save your changes with the Save changes button.

Prompt changes apply immediately to new conversations.

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Test an agent

Before deploying it, you can test the agent directly from the portal:

1. Open the agent.
2. Click the Playground tab.
3. Write messages as if you were a customer and check the answers.

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Install the widget on your website

Once it’s published, you can get the installation code:

1. Open the agent and go to the Deploy tab.
2. Copy the HTML snippet from the web widget card.
3. Paste it into your site’s HTML, before the closing </body> tag.

The widget appears as a floating button in the bottom corner of your page. From the same Deploy tab you also connect WhatsApp and Instagram. See the full widget installation guide →

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Frequently asked questions about agents