Configuring Agents
How to build & configure Spara agents.
Today, Spara only supports self-service configuration of Chat & Email agents. We are working to make Voice agents similarly easy for customers configure themselves. Until then, please reach out to your CSM for help.
For a refresher on how agents work, please see Agent Overview.
Configuring Chat agents
Navigate to Chat. This page lists all of your Chat agents.
Click "Create New." This will create a new Chat agent and load its Agent Editor page.
Alternatively, you may duplicate an existing Chat agent by clicking on its "three dots" dropdown menu.
Let's pause. The Agent Editor page is split into two panes. The left hand side is the Agent Instructions, often called a "prompt." This are instructions, written in plain English, that tell the agent how to behave in any situation.
The right hand side lets you toggle between Testing and Ask AI interfaces. Testing makes it easy to "pretend" to be your buyer so that you can verify your Chat agent is behaving as desired. It is side-by-side with the Agent Instructions on the left to make it easy to modify the agent's instructions as you test.
Ask AI is a chat-like interface to assist you in configuring your agent. You can ask it questions about your agent. Some actions in the Testing interface, such as clicking "thumbs down" for negative feedback, will open Ask AI to provide more information.
Resuming our instructions...
Your new Chat agent comes prefilled with Agent Instructions. Read through them and update the text to fit the exact behavior you want from your agent.
Run your first test by clicking "New Test" in the Testing interface. Try to break the bot!
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