AI Agents

Configure artificial intelligence agents to automate customer service in Interflow.

Overview

Interflow AI Agents are intelligent virtual assistants that can autonomously serve customers, answer questions, schedule appointments, transfer to teams, and much more.

🔄 Automatic Flow

When creating an AI Agent, the system automatically generates a flow linked to it. The agent always operates within this flow, allowing you to combine AI intelligence with other automation nodes.

Available Models

We currently use OpenAI models. Models are divided into two categories:

With Reasoning

Models with advanced reasoning capabilities, ideal for complex tasks.

Model	Description	Cost
GPT-5.2	Most recent and intelligent model	💲💲💲
GPT-5.1	Advanced model with reasoning	💲💲💲
GPT-5	Model with reasoning	💲💲💲
GPT-5 Mini	Economical version with reasoning	💲
GPT-5 Nano	Super economical with reasoning	💲
GPT-5 Chat	Specialized in conversation	💲💲💲

Without Reasoning

Simpler and faster models, ideal for straightforward tasks.

Model	Description	Cost
GPT-4.1	Intelligent and versatile model	💲💲💲
GPT-4.1 Mini	Low cost with good performance	💲
GPT-4.1 Nano	Most economical, ideal for light tasks	💲

💡 Tip

For most customer service cases, GPT-5 Nano or GPT-5 Mini offer excellent cost-effectiveness. See more details in OpenAI Integration.

🚀 Coming Soon

New models will be added soon, including Claude (Anthropic), Gemini (Google), and others.

Accessing AI Agents

In the main menu, click on AI Agents (🤖)
You'll see the list of all configured agents
Use the search to find agents by name
Click the A → Z button to sort alphabetically

Creating an AI Agent

When creating a new agent, you'll have two options:

Option 1: Generate with AI

Use our AI-assisted generation tool to automatically create the agent context. Just describe what you want and the AI will create the complete prompt.

Option 2: Create Manually

Create the agent from scratch, configuring each detail manually.

Editor Tabs

The AI Agents editor has 5 main tabs:

1. Context

This is the main tab where you define the agent's prompt/instructions.

Available features:

Text Editor: Write instructions, personality, and rules for the agent
Generate with AI: Automatically creates context based on a description
Improve: Enhances existing text using AI
Questions: View questions the agent couldn't answer (editing only)
Extra Contexts: Add supplementary information (e.g., product lists)
Token Usage: Track token consumption in real-time (for Interflow)

Prompt Example:

text

You are Interflow, the virtual assistant for Company XYZ.

**Personality:**
- Friendly and helpful
- Professional but not robotic
- Uses emojis sparingly

**Rules:**
- Always greet the customer by name
- Don't make up information about products
- If you don't know something, transfer to a human

**Company Information:**
- Hours: Monday to Friday, 9am to 6pm
- Products: [product list]
- Policies: [exchange, warranty policies, etc.]

2. Test

The test tab allows you to chat directly with the AI Agent before putting it into production.

How to Use:

After adding context, click the "Test" tab
Type messages as if you were a customer
Observe the agent's responses
Check if the behavior is appropriate

What to Test:

✅ Tone of voice and personality
✅ Responses to frequently asked questions
✅ Limits of what the AI can/can't do
✅ Transfer to human scenarios

3. Files

Add media that the agent can send during conversations.

Supported file types:

🖼️ Images: JPG, PNG, GIF, WebP
🎵 Audio: MP3, WAV, OGG
🎬 Videos: MP4, WebM
📄 Documents: PDF, DOCX, XLSX

Usage: The agent can reference and send these files during the conversation when appropriate.

4. Tools

Configure the actions the agent can perform. There are two types:

Ready Actions (System)

Pre-configured Interflow actions:

Action	Description
Change Customer Name	Updates the customer's name in the record
Update Customer Data	Modifies custom customer fields
Transfer to Team	Forwards the chat to a human team
Schedule	Creates a new appointment
Confirm Appointment	Confirms an existing appointment
Change Funnel	Moves customer between funnel stages
When Unable to Answer	Defines behavior for unknown questions
Change Return Date	Reschedules automatic follow-up

Custom Actions

Create customized tools for specific integrations. Each tool can have:

Name and Description: Tool identification
Parameters: Variables the AI must collect
Actions: What to do when the tool is triggered

📖 Learn More

See the complete documentation at AI Tools.

5. Advanced

Detailed agent settings:

Basic Information

Title: Agent identifier name
Default Prompt: Make available to all organizations (superadmins only)

AI Settings

Integration: Choose between Interflow (plan tokens) or custom OpenAI
Model: Select the AI model to use
Temperature (non-reasoning models): Controls response creativity (0.0 to 2.0)
Reasoning Level (reasoning models): Low, Medium, or High
Max Tokens (non-reasoning models): Response token limit
Verbosity (GPT-5 models): Controls response length
Timezone: Sets the timezone for dates and times

Flow Settings

View Flow: Access the flow linked to the agent
Reset Flow: Recreates the flow with default configuration
Triggers: Configure when the agent should be activated

Intelligent Follow-up

The AI can automatically adjust follow-up based on conversation context.

How It Works

When the customer mentions a future date or indicates it's not the right time:

"Let's talk on Thursday" → AI reschedules follow-up for Thursday
"I'll be back on the 25th" → AI schedules return for the 25th
"I already closed the deal" → AI pauses the follow-up

Configuration

Access the agent's Tools
Add the "Change Return Date" action
Select the Flow and destination Node
Save

Transfer with Automatic Summary

When transferring a conversation to a human team, the AI can automatically generate a summary:

Edit the "Transfer to Team" action
Check: ✅ "Generate summary when transferring"
Save

The summary includes:

Reason for contact
Main customer questions
Steps already taken by AI
Important data collected

Message Signature

Add an automatic signature to AI-generated messages.

How to Configure

The signature is configured in the flow linked to the agent, specifically in the Send Text Node.

Access the flow linked to the AI Agent
Locate the Send Text node that sends AI responses
In the message field, add the desired signature after the response variable

Example:

text

{{ai_response}}

---
🤖 Message sent by AI

📖 Learn More

See the complete node documentation at Text Message.

Appointment Integration

The AI can manage appointments conversationally:

Conversation Example

text

👤 Customer: I want to schedule an appointment
🤖 AI: Sure! What day do you prefer? We have availability Monday through Friday.

👤 Customer: Thursday at 2pm
🤖 AI: Perfect! We have availability Thursday at 2pm with Dr. John. 
       Shall I confirm the appointment?

👤 Customer: Yes, please
🤖 AI: ✅ Appointment confirmed!
       📅 Thursday, December 26, 2025 at 2:00 PM
       👨‍⚕️ Professional: Dr. John
       
       I'll send a reminder 24h before. See you then! 😊

Respecting Time Off

The AI automatically:

❌ Doesn't offer slots during time off periods
❌ Doesn't allow creating appointments on blocked days
✅ Explains to customer the reason for unavailability
✅ Automatically suggests alternative dates

Extra Contexts

Add supplementary information to the agent's context, such as product lists, FAQs, or any content the agent might need to reference.

Available Types

WhatsApp List: Formats content for WhatsApp list display

How to Add

In the Context tab, click "+ Add" in Extra Contexts
Fill in title, description, and content
Save

Best Practices

✅ Do

Be specific in the prompt about expected behavior
Provide examples of ideal responses
Limit the scope of action (what the AI can and can't do)
Test thoroughly before going to production
Monitor conversations and adjust the prompt
Use the "Questions" tab to identify context gaps

❌ Avoid

Vague or generic prompts
Allowing the AI to make up information
Giving excessive autonomy without supervision
Forgetting to configure human transfer
Ignoring customer feedback about the AI

Metrics and Reports

Track your AI Agents performance:

Resolution rate: % of conversations resolved without human
Average response time: AI speed
Transfers: How many times transferred to human
Satisfaction: Customer ratings
Token usage: API consumption

Next Steps

AI Tools - Configure agent actions
Text Enhancer - AI commands for agents
Flows - Integrate AI into flows
Schedule - Configure appointments via AI
Settings - AI controls

AI Agents ​

Overview ​

Available Models ​

With Reasoning ​

Without Reasoning ​

Accessing AI Agents ​

Creating an AI Agent ​

Option 1: Generate with AI ​

Option 2: Create Manually ​

Editor Tabs ​

1. Context ​

2. Test ​

3. Files ​

4. Tools ​

Ready Actions (System) ​

Custom Actions ​

5. Advanced ​

Basic Information ​

AI Settings ​

Flow Settings ​

Intelligent Follow-up ​

How It Works ​

Configuration ​

Transfer with Automatic Summary ​

Message Signature ​

How to Configure ​

Appointment Integration ​

Conversation Example ​

Respecting Time Off ​

Extra Contexts ​

Available Types ​

How to Add ​

Best Practices ​

✅ Do ​

❌ Avoid ​

Metrics and Reports ​

Next Steps ​

AI Agents

Overview

Available Models

With Reasoning

Without Reasoning

Accessing AI Agents

Creating an AI Agent

Option 1: Generate with AI

Option 2: Create Manually

Editor Tabs

1. Context

2. Test

3. Files

4. Tools

Ready Actions (System)

Custom Actions

5. Advanced

Basic Information

AI Settings

Flow Settings

Intelligent Follow-up

How It Works

Configuration

Transfer with Automatic Summary

Message Signature

How to Configure

Appointment Integration

Conversation Example

Respecting Time Off

Extra Contexts

Available Types

How to Add

Best Practices

✅ Do

❌ Avoid

Metrics and Reports

Next Steps