How to automate your Conversations with AI Agents

Power up your customer support with AI Agents. Hand off your Conversations to Artificial Intelligence that understands and replies to your Contacts naturally and automatically, 24 hours a day.

What is an AI Agent?

An AI Agent is a smart virtual assistant that manages the incoming Conversations in your Doppler account. Unlike traditional auto-replies, it understands the context of each message and responds naturally, like a real member of your team.

Set it up once with your business’s personality and knowledge, and let it work for you.

AI Agent vs. Conversation Flows: which one should you choose?

Each Room can have only one type of automation active: an AI Agent or a Conversation Flow. You can’t run both at the same time.

When should you use an AI Agent? When you need AI to understand free-form questions and respond with judgment, without making the customer pick options from a menu.

How to activate your AI Agent: step by step

1- Go to the AI Agents section

From Doppler’s main menu, go to Conversations → Settings → AI Agents.

Here you can create new agents, find all the ones in your account, and test them with the simulator available from the list.

2- Create your new Agent

Click the + New AI Agent button (top right corner).

The configuration form opens with three main sections: General business information, Agent Personality, and Knowledge.

3- Define the Personality and the Knowledge

This is the most important part: here you teach the Agent how to behave and what information to use when it responds.

General business information. Fill in your company name, website, phone, and industry. This information gives context to the Agent’s responses.

Agent Personality

• Agent name: The name it uses to introduce itself to your Contacts.
• Role: Defines its function (Salesperson, Support, Customer Service, etc.).
• Communication tone: Choose the style that best represents your brand.

Knowledge. Here you load the information the Agent will use to respond. You can create text blocks with:

• Product catalogs
• Price lists
• Frequently asked questions
• Support articles

Click Create knowledge, write a title and its content, and save. Add as many blocks as you need.

4- Link the Agent to a Room

In the right panel of the form, you’ll see the Assign Room section.

Select the Room you want to link this Agent to. Remember that each Room can only have one AI Agent or one Conversation Flow active, not both.

Click Save and your Agent is ready to respond.

The role of the Human Agent: the AI that knows when to step aside

Human intervention always takes priority over the AI Agent.

If a member of your team (Human Agent) sends a message manually within a Conversation, the AI pauses automatically so it doesn’t interfere with the direct exchange with the customer. This makes sure the Contact’s experience is never affected by simultaneous or contradictory replies.

Once you’ve answered the query, you can turn the bot back on from here:

Important notes

• This feature is available starting with the 500-message plan.
• The AI Agent only supports text responses. It doesn’t send images, files, or multimedia content.
• The Agent sends a single reply for each message it receives from the customer (1×1 model).
• You can test the Agent’s behavior before activating it using the Simulator available in the AI Agents list.

You now have everything you need to automate your support with Artificial Intelligence! Set up your first AI Agent and free up time so your team can focus on what really matters.

Have questions? Contact us on WhatsApp or by email at [email protected].

We’re here to help 💛