Build
Agents & blocks.
A team is built from blocks. Blocks add agents, knowledge, and behavior; the Router wires them together so every message reaches the right agent.
The block catalog#
Drag any of these onto the canvas. Most teams need only a few — an Agent, Knowledge, and Guardrails cover a lot.
| Field | Type | Description |
|---|---|---|
| Agent | core | An AI teammate with a name, role, instructions, triggers, and tools. Add one per job — sales, support, billing. |
| Router | auto | Reads each message and routes it to the best-fit agent automatically. One per team; the visitor never picks. |
| Knowledge | core | Grounds answers in your documents and crawled pages, with citations. Wired to the team knowledge base. |
| Guardrails | safety | Keeps agents on-topic and on-brand: allowed subjects, refusals, banned claims, tone. |
| Calculator | tool | Deterministic math for quotes, pricing, and unit conversions — no guessed arithmetic. |
| Assessment | flow | Qualifies or scores a visitor through a short set of questions before handing off. |
| Lead capture | flow | Collects name, email, and context at the right moment and writes a lead. |
| Booking | flow | Offers real availability and books a meeting on a connected calendar. |
| Escalation | flow | Hands off to a human — inbox, Slack, or email — with the full transcript. |
| Quick replies | ui | Suggested buttons that steer common conversations and cut typing. |
| Memory | core | Recognizes returning customers and carries context across conversations. |
| Multilingual | core | Detects the visitor language and answers in it, on every channel. |
Agent fields#
Every Agent block has the same small set of fields.
| Field | Type | Description | |
|---|---|---|---|
| name | string | required | How the agent is labeled in the roster and the Router. |
| role | string | required | One line on what this agent handles, e.g. sales, support, billing. The Router reads it. |
| instructions | text | required | The agent's brief: how to answer, what to avoid, when to hand off. Plain language. |
| triggers | string[] | optional | Topics or intents that pull a message to this agent, complementing the Router. |
| tools | enum[] | optional | Which actions the agent may call. Off by default; enable per agent. |
Tools#
Tools are the actions an agent can take mid-conversation. Enable them per agent under the tools field.
Available tools#
| Field | Type | Description |
|---|---|---|
| search_kb | tool | Retrieve from the team knowledge base and cite sources in the reply. |
| capture_lead | tool | Write a lead — name, email, context — to the dashboard and any connected CRM. |
| book_meeting | tool | Read availability and book on a connected calendar, e.g. Google Calendar. |
| escalate | tool | Hand the conversation to a human with the full transcript attached. |
| custom_webhook | tool | Call an endpoint you own to run a custom action, with confirmation controls. |
| calculator | tool | Run exact arithmetic for quotes and conversions instead of estimating. |
For calendars, CRMs, and 500+ other apps behind these tools, see Integrations & actions.