Create Agent

Create an AI agent that will automatically respond to customer messages in messengers.

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Overview

An AI agent in Constanta is a virtual assistant that:

• Responds to incoming messages from customers

• Uses the knowledge base for accurate answers

• Works in selected pipelines and at specified stages

• Follows the defined communication style

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Step 1. Open the Agent List

Steps:

1. In the sidebar on the left, click "AI Agents"

2. The page with all your agents will open

Page Elements:

Element	Description
Search	Quick search for an agent by name
Filters	Filter by status and model
Create Button	Create a new agent
Agent Table	List of all agents with their status

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Step 2. Create a New Agent

Steps:

1. Click the "Create" button in the upper right corner

2. Enter the agent name (e.g., "Sales Manager" or "Support")

3. Click "Create"

Good to know! The agent name is only visible to you. Choose a clear name to easily distinguish agents if you have several.

After creation, the agent editor will automatically open with several settings tabs.

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Step 3. Configure Basic Parameters

"Basic" Tab

Here you configure the basic behavior parameters of the agent.

System Instruction

The main configuration field for the agent. Here you describe:

• Who the agent is — their role and personality

• How to communicate — tone, style, restrictions

• What to do — goals and tasks

Example instruction:

You are a sales manager for "AlphaTech" company.

Your tasks:
- Answer questions about our products
- Help choose the right solution
- Schedule consultations with an expert

Communication rules:
- Use formal address
- Be polite and professional
- Don't discuss competitors
- If you don't know the answer — offer to connect with a manager

Good to know! The more detailed the instruction, the more accurate the agent's responses will be. Describe typical scenarios and how the agent should react to them.

CRM Data

Configure what information about the customer and deal to pass to the agent:

• Contact name — agent will address by name

• Phone — for scheduling calls

• Email — for sending information

• Deal name — context of the inquiry

• Custom fields — your additional data

Knowledge Base Settings

Select knowledge categories that the agent will use for answers:

1. Enable the "Use Knowledge Base" toggle

2. Check the required categories

3. Specify search priority (if needed)

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Step 4. Configure Pipelines and Stages

"Pipeline Settings" Section

Define where the agent will work. Pipeline settings are on the same page as the agent's basic settings.

Steps:

1. Scroll down to the "Pipeline Settings" section

2. You'll see a list of pipelines from your Kommo

3. Expand the desired pipeline and enable the "Active" toggle

4. Select the stages where the agent should work (you can enable "All Pipeline Stages")

5. For each stage, you can set a separate instruction in the "Stage Instructions" section

6. Click "Save"

Recommendations for Selecting Stages:

Stage	Recommendation
New Inquiry	Enable — agent qualifies the lead
Qualification	Enable — agent gathers information
Negotiation	Disable — manager works
Closing	Disable — manager works
Successfully Closed	Disable — deal is completed

Good to know! The agent responds only at the marked stages. If the deal moves to another stage — the agent stops responding in that conversation.

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Step 5. Connect Communication Channels

"Integrations" Tab

Connect the messengers where the agent will respond.

Important! Messengers are connected only in Constanta, NOT in Kommo. Constanta automatically creates deals in your Kommo. If you connect a channel in both places — there will be deal duplication.

Available Channels:

Channel	Connection
Telegram	Insert token from @BotFather
WhatsApp	Click "Continue with Facebook"
Instagram	Click "Continue with Facebook"
Facebook Messenger	Click "Continue with Facebook"
TikTok	Coming soon 🚧

Steps:

1. Go to the "Integrations" tab

2. In the "Messengers" section, select the desired channel

3. Follow the connection instructions

4. After connection, the status will change to "Installed"

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Step 6. Configure Triggers (Optional)

"Triggers" Tab

Triggers are automatic actions under certain conditions.

Trigger Examples:

• On the word "price" → send price list

• On contact request → transfer to manager

• On negativity → notify supervisor

Creating a Trigger:

1. Go to the "Triggers" tab

2. Click "Add Trigger"

3. Specify the trigger condition

4. Select the action

5. Click "Save"

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Step 7. Configure Advanced Parameters (Optional)

"Advanced" Tab

This tab contains advanced agent settings:

• AI Model — language model selection

• Response Language — auto-detect or fixed

• Working Schedule — agent's active hours

• Response Delay — pause before sending

• Memory and Context — long-term memory, relationship graph

• Internal Models — models for service tasks

More details: Advanced Settings

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Step 8. Save and Activate the Agent

Steps:

1. Review all settings on the tabs

2. Click the "Save" button at the top of the editor

3. Make sure the agent toggle in the list is enabled

Done! Your AI agent is created and ready to work. It will start responding to incoming messages in the selected pipelines and channels.

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Testing the Agent

Before launching with real customers, test the agent:

1. Go to "Test Chat" in the sidebar

2. Select the created agent

3. Write several test messages

4. Check the quality of responses

5. If needed, return to the editor and adjust the instructions

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Managing Agents

Editing an Agent

1. In the agent list, click on the agent name or the pencil icon

2. Make changes

3. Click "Save"

Enabling/Disabling an Agent

• In the agent list, use the toggle in the agent row

• A disabled agent does not respond to messages

Copying an Agent

1. In the agent list, click the copy icon for the desired agent

2. A copy will be created with the name "Copy [name]"

3. Edit the copy for your needs

Deleting an Agent

1. Open the agent editor

2. On the "Basic" tab, click "Delete Agent"

3. Confirm deletion

Warning! Deleting an agent cannot be undone. All settings history will be lost.

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Next Steps

• Response Settings — detailed communication style configuration

• Knowledge Base — adding information for the agent

• Triggers — action automation

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Support

If you have questions:

• Telegram: @constanta_support_bot

• Email: [email protected]