Interflow

English

Português
Español

English

Português
Español

Appearance

AI Agents ​

Configure artificial intelligence agents to automate customer service in Interflow.

Overview ​

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

🔄 Automatic Flow

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

Available Models ​

In the AI Agent you choose the integration and the model:

IntegrationWho paysModels
InterflowPlan creditsOpenAI (list below)
OpenAI (your key)Your OpenAI accountSame OpenAI family
DeepSeek (your key)Your DeepSeek accountDeepSeek V4 Flash and V4 Pro

OpenAI — With Reasoning ​

Models with advanced reasoning (effort level and verbosity configurable).

ModelDescriptionCost
GPT-5.5Premium reasoning💲💲💲💲
GPT-5.4Latest reasoning💲💲💲
GPT-5.4 MiniEconomical reasoning💲
GPT-5.4 NanoSuper economical reasoning💲
GPT-5.2Advanced reasoning💲💲💲
GPT-5.1Advanced reasoning💲💲💲
GPT-5Reasoning💲💲💲
GPT-5 MiniEconomical reasoning💲
GPT-5 NanoSuper economical reasoning💲

OpenAI — Conversation (Chat) ​

Specialized in conversation; gpt-5.X-chat-latest models also support reasoning (except the legacy GPT-5 Chat Latest).

ModelDescriptionCost
GPT-5.3 Chat LatestConversation💲💲💲
GPT-5.2 Chat LatestConversation💲💲💲
GPT-5.1 Chat LatestConversation💲💲💲
GPT-5 Chat LatestConversation (legacy)💲💲💲

OpenAI — Without Reasoning ​

Simpler and faster models, with temperature and max tokens.

ModelDescriptionCost
GPT-4.1Intelligent and versatile💲💲💲
GPT-4.1 MiniLow cost with good performance💲
GPT-4.1 NanoMost economical, light tasks💲

DeepSeek (your own key) ​

Available after you register the DeepSeek integration. Does not consume Interflow credits.

ModelDescriptionCost (reference)
DeepSeek V4 FlashFast and economical💲
DeepSeek V4 ProMore capable, complex tasks💲💲

Both support Thinking Mode (chain-of-thought) with High or Maximum effort. With Thinking Mode on, temperature is ignored by the DeepSeek API.

💡 Tip

For most support cases with Interflow credits, GPT-5 Nano or GPT-5 Mini (or GPT-5.4 Nano / Mini) offer a good cost-benefit. With your own key, see also OpenAI and DeepSeek.

🚀 Coming Soon

Other providers may be added in the future (e.g. Claude, Gemini).

Accessing AI Agents ​

  1. In the main menu, click AI Agents (🤖)
  2. You'll see a list of all configured agents
  3. Use the search to find agents by name
  4. 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 create the agent's context automatically. 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 Agent editor has 6 main tabs:

1. Context ​

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

Available resources:

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

2. Test ​

The testing tab lets you chat directly with the AI Agent before going live.

How to Use:

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

3. Files ​

Add media the agent can send during conversations. Organize files into folders (categories) to make them easier to find and give better context to the AI.

Supported file types:

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

Folders:

  • Create folders to group documents (e.g. Products, Policies, Photos)
  • Rename a folder with the pencil icon in the header — the change applies immediately for the whole organization
  • Files in the folder remain accessible after renaming

4. Tools ​

Configure the actions the agent can run during the conversation. There are two types:

  • Ready-made actions — customer profile, contact, address, query API, research websites, transfer, schedule, funnel, follow-up, and more
  • Custom actions — tools you create (parameters + what to run when triggered)

📖 See more

Full list, description of each action, and setup steps: AI Tools.

5. Knowledge Base ​

Add internal company documents so the AI consults them during conversations, providing accurate answers without relying on generic reasoning.

How it works:

Each registered document automatically becomes a tool available to the AI. The search is adaptive:

  • Short documents (up to 3 blocks) → full content returned directly
  • Long documents (more than 3 blocks) → RAG semantic search returns only the most relevant excerpts

The search uses hybrid technology combining vector embeddings with keyword search, supporting Portuguese, English, and Spanish.

How to add a document:

  1. In the Knowledge Base tab, click "Add document"
  2. Fill in:
    • Title – Document name (e.g., Business Hours)
    • Description – Content summary; the more specific, the better the AI knows when to call it (e.g., Contains operating hours, holidays and phone for scheduling)
    • Language – Main content language
    • Content – Full text, with Markdown support
  3. Click "Save"

💡 Tip

The description is the most important field. Use words the customer would use when asking: instead of "General information", write "Contains address, hours, accepted plans and consultation fees".

📂 Organization by subject

Prefer one document per subject (e.g., Hours, Address, Cancellation Policy) instead of one big document with everything. Focused documents generate more accurate answers.

6. Advanced ​

Detailed agent settings:

Basic Information ​

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

AI Settings ​

  • Integration: Interflow (plan credits), OpenAI (your key), or DeepSeek (your key)
  • Model: Select the model for the chosen integration
  • Temperature (OpenAI without reasoning): Controls response creativity (0.0 to 2.0)
  • Reasoning Level (OpenAI with reasoning): Low, Medium, or High
  • Thinking Mode (DeepSeek): Enable/disable chain-of-thought and effort (High / Maximum)
  • Max Tokens (OpenAI without reasoning): Response token limit
  • Verbosity (GPT-5 models): Controls response length
  • Timezone: Sets the timezone for dates and times

Flow Settings ​

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

Fallback Integration ​

Configure a secondary AI agent that automatically takes over when the primary agent cannot respond or reaches a limit.

What it's for ​

  • Ensure 24/7 service even when the primary agent is limited
  • Automatically redirect to a specialized agent for certain topics
  • Prevent customers from going without a response in error or timeout cases

How to configure ​

  1. In the agent's Advanced tab, locate the "Fallback Integration" section
  2. Select the fallback AI Agent
  3. Configure desired alerts (notification when fallback is triggered)
  4. Define use cases for automatic activation
  5. Save

AI Credits ​

AI Agent usage is measured in USD-based credits, providing transparency in cost control.

Credit Types ​

TypeDescription
Plan CreditsDeposited on monthly renewal. Reset when renewed.
Purchased CreditsAcquired separately. Do not expire.
Bonus CreditsPromotional or referral. Do not expire.

Cost Table by Model (Interflow credits / OpenAI) ​

ModelInput (1M tokens)Output (1M tokens)
GPT-5.5$5.00$30.00
GPT-5.4$2.50$15.00
GPT-5.4 Mini$0.75$4.50
GPT-5.4 Nano$0.20$1.25
GPT-5.2 / GPT-5.3 Chat Latest$1.75$14.00
GPT-5.1 / GPT-5 / GPT-5 Chat Latest$1.25$10.00
GPT-5 Mini$0.25$2.00
GPT-5 Nano$0.05$0.40
GPT-4.1$2.00$8.00
GPT-4.1 Mini$0.40$1.60
GPT-4.1 Nano$0.10$0.40

DeepSeek pricing (billed on your DeepSeek account): see DeepSeek Integration.

💡 Savings

Cached tokens cost up to 10x less. Mini and Nano models are significantly cheaper for high-volume use cases.

Credit Statement ​

Access the detailed history at Settings → Usage → AI Credits:

  • Total available balance
  • Breakdown by source (Plan, Purchased, Bonus)
  • Full transaction history
  • Filters by transaction type and usage

Intelligent Follow-up ​

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

How It Works ​

When the customer mentions a future date or indicates this isn't the right time:

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

Configuring ​

  1. Access the agent's Tools
  2. Add the "Change Return Date" action
  3. Select the Flow and Node destination
  4. Save

Transfer with Automatic Summary ​

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

  1. Edit the "Transfer to Team" action
  2. Check: ✅ "Generate attendance summary on transfer"
  3. Save

The summary includes:

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

Signature in Messages ​

Add an automatic signature to AI-generated messages.

How to Configure ​

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

  1. Access the AI Agent's linked flow
  2. Locate the Send Text node that sends AI responses
  3. In the message field, add the desired signature after the response variable

Example:

text
{{ai_response}}

---
🤖 Message sent by AI

Scheduling Integration ​

The AI can manage appointments conversationally:

Example Conversation ​

text
👤 Customer: I'd like to schedule an appointment
🤖 AI: Sure! What day works for you? We have slots Monday through Friday.

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

👤 Customer: Yes, please
🤖 AI: ✅ Appointment confirmed!
       📅 Date: Thursday, 12/26/2025
       ⏰ Time: 2:00 PM
       👨‍⚕️ Professional: Dr. John
       
       I'll send a reminder 24h before. See you then! 😊

Extra Contexts ​

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

Available Types ​

  • WhatsApp List: Formats content for display in WhatsApp lists

How to Add ​

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

Best Practices ​

✅ Do ​

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

❌ Avoid ​

  • Vague or generic prompts
  • Allowing the AI to invent information
  • Excessive autonomy without supervision
  • Forgetting to configure transfer to human
  • Ignoring customer feedback about 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 it transferred to a human
  • Satisfaction: Customer ratings
  • Token usage: API consumption

Next Steps ​

Documentation constantly being updated

Copyright © 2024-present Interflow