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AI agents

Zoie's AI agents can handle conversations and phone calls — answering leads, booking appointments, and following up — using your business knowledge.

This guide is expanding — overview for now.

Agent types​

Agents specialize by job: inbound (reply to incoming messages), outbound (run outreach), follow-up (chase leads), and widget (handle website chat).

Configuring an agent​

  • General — name, icon, description, and type.
  • AI model — choose the model and tune behavior (system prompt, creativity, limits).
  • Knowledge base — give the agent documents, website content, and FAQs to ground its answers.
  • Skills — enable the tools/actions the agent can take (e.g. book an appointment, update a lead).
  • Voice & calling — pick a voice and assign a phone number for voice agents.
  • Activity & usage — review conversations, performance, and usage.

Going live​

Test the agent in a diagnostics/test mode, then use the go-live flow to activate it. Monitor its activity and refine over time.

  • Wire agents into Engagement rules
  • Want a separate AI assistant (Claude/ChatGPT) to use your data? That's the MCP integration, not an in-app agent.