{"id":90184,"date":"2025-04-14T16:08:22","date_gmt":"2025-04-14T16:08:22","guid":{"rendered":"https:\/\/sales-ai-agents.com\/?post_type=docs&#038;p=90184"},"modified":"2025-07-11T19:29:37","modified_gmt":"2025-07-11T19:29:37","password":"","slug":"ai-agents-quick-guide","status":"publish","type":"docs","link":"https:\/\/sales-ai-agents.com\/de\/guides\/fusebase-ai\/ai-agents-quick-guide\/","title":{"rendered":"AI Agents &#8211; Quick Guide"},"content":{"rendered":"\n<figure class=\"wp-block-image size-full\"><img fetchpriority=\"high\" decoding=\"async\" width=\"1016\" height=\"906\" src=\"https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2025\/04\/image-1.png\" alt=\"\" class=\"wp-image-90199\" srcset=\"https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2025\/04\/image-1.png 1016w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2025\/04\/image-1-300x268.png 300w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2025\/04\/image-1-768x685.png 768w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2025\/04\/image-1-600x535.png 600w\" sizes=\"(max-width: 1016px) 100vw, 1016px\" \/><\/figure>\n\n\n\n<p>AI Agents are small applications that can perform various tasks using modern AI technologies. These can include text generation, analysis of textual and visual information, text translation, data extraction, and much more.<\/p>\n\n\n\n<p>At the core of the application is a condition (prompt) that you provide and that needs to be fulfilled.<\/p>\n\n\n\n<p>You can set the prompt\/condition using simple natural language. For example: \u201cTranslate the text from English to German\u201d or \u201cAnalyze the image and describe the processes taking place in it.\u201d Our agent will use AI to understand what needs to be done and solve the task accordingly.<\/p>\n\n\n\n<p>It\u2019s important to note that the apps are tightly integrated into the Fusebase service, which allows you to:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Use folders, pages, and files added to your organization as input for the apps<\/li>\n\n\n\n<li>Add apps to automations and build full-fledged workflows<\/li>\n\n\n\n<li>Generate content that can later be added to Fusebase pages and portals<\/li>\n\n\n\n<li>And much more<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">Creating Your First AI Agent<\/h2>\n\n\n\n<p>Let\u2019s start by creating a simple agent that allows you to translate input text from one language to another.<\/p>\n\n\n\n<p>It\u2019s important to note that apps can be used not only by you, but also by:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Members of your organization<\/li>\n\n\n\n<li>Clients of your portal<\/li>\n\n\n\n<li>Visitors to your website (you can create a public embed)<\/li>\n<\/ul>\n\n\n\n<p>1) Go to the Agents section and click \u201cAdd new.\u201d <\/p>\n\n\n\n<p>2) In the window that appears, you\u2019ll see the settings for your new agent. In the Title field, enter the name of the agent. <\/p>\n\n\n\n<p>In the Description, briefly explain what your app does. This helps other members and clients understand its purpose.<\/p>\n\n\n\n<p>3) Next, it is necessary to create a mini form through which users can add text for translation and specify the desired language.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"1945\" height=\"1345\" src=\"https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2025\/04\/image-13.png\" alt=\"\" class=\"wp-image-90312\" srcset=\"https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2025\/04\/image-13.png 1945w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2025\/04\/image-13-300x207.png 300w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2025\/04\/image-13-1024x708.png 1024w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2025\/04\/image-13-768x531.png 768w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2025\/04\/image-13-1536x1062.png 1536w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2025\/04\/image-13-1200x830.png 1200w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2025\/04\/image-13-600x415.png 600w\" sizes=\"(max-width: 1945px) 100vw, 1945px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-video\"><video controls src=\"https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2025\/04\/screencast-alfa_dev-thefusebase_com-2025_04_03-15_31_03.webm\"><\/video><\/figure>\n\n\n\n<p>In addition to text fields, you can also allow users to upload a file. For example, when using the app, a user can upload a document and have it translated. We support various file formats \u2014 from images to documents.<\/p>\n\n\n\n<p>4) Next, you need to define what the app should do. To do this, simply write the required conditions (prompt) in natural language.<\/p>\n\n\n\n<p>Since we&#8217;re using a form, you\u2019ll need to reference the form fields directly in the prompt. To do that, type <strong data-start=\"235\" data-end=\"240\">@<\/strong> and select the relevant field from the list.Since we\u2019re creating a translation app, your prompt might look something like this:<\/p>\n\n\n\n<p><strong>I need a translation of the text specified in @Your text to the language specified in @Language<\/strong><\/p>\n\n\n\n<p>When writing your prompt, don\u2019t forget to select the necessary fields from the form.<\/p>\n\n\n\n<figure class=\"wp-block-video\"><video controls src=\"https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2025\/04\/screencast-alfa_dev-thefusebase_com-2025_04_03-15_45_04.webm\"><\/video><\/figure>\n\n\n\n<p>It is also possible to immediately add several additional conditions. For example, you can ask not to add your own comments, maintain a neutral tone, and not add extra formatting to the text.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"1347\" height=\"1140\" src=\"https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2025\/04\/image-2.png\" alt=\"\" class=\"wp-image-90208\" srcset=\"https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2025\/04\/image-2.png 1347w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2025\/04\/image-2-300x254.png 300w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2025\/04\/image-2-1024x867.png 1024w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2025\/04\/image-2-768x650.png 768w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2025\/04\/image-2-1200x1016.png 1200w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2025\/04\/image-2-600x508.png 600w\" sizes=\"(max-width: 1347px) 100vw, 1347px\" \/><\/figure>\n\n\n\n<p>5) Next, click Publish changes to save and publish your app, making it available to users in your organization.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1221\" height=\"1365\" src=\"https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2025\/04\/image-3.png\" alt=\"\" class=\"wp-image-90213\" srcset=\"https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2025\/04\/image-3.png 1221w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2025\/04\/image-3-268x300.png 268w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2025\/04\/image-3-916x1024.png 916w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2025\/04\/image-3-768x859.png 768w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2025\/04\/image-3-1200x1342.png 1200w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2025\/04\/image-3-600x671.png 600w\" sizes=\"(max-width: 1221px) 100vw, 1221px\" \/><\/figure>\n\n\n\n<p>Now let\u2019s try out our app. Click Start, enter the text you want to translate, and let\u2019s try translating it into French.<\/p>\n\n\n\n<figure class=\"wp-block-video\"><video controls src=\"https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2025\/04\/screencast-alfa_dev-thefusebase_com-2025_04_03-16_11_21.webm\"><\/video><\/figure>\n\n\n\n<p>As you can see, it\u2019s all very simple. You can create these mini apps for any tasks you need \u2014 from text generation to image and document analysis.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Using Sources in AI Agents<\/strong><\/h2>\n\n\n\n<p>Sources allow your app to reference and work with existing content from your Fusebase organization \u2014 such as pages, folders, or files.<\/p>\n\n\n\n<p>This means you can build apps that, for example:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Analyze the content of a specific document<\/li>\n\n\n\n<li>Summarize information from a page or folder<\/li>\n\n\n\n<li>Extract key insights from uploaded or linked materials<\/li>\n\n\n\n<li>Use workspace pages as templates (e.g., for Proposals or Reports) <\/li>\n\n\n\n<li>Use workspace knowledge to create an AI assistant<\/li>\n<\/ul>\n\n\n\n<p>Let\u2019s try creating an AI app for Customer Success that can answer questions based on the content of your knowledge base.<\/p>\n\n\n\n<p>1) Create a new app and specify the name and description.<\/p>\n\n\n\n<p>2) Next, add a field where your team members will enter their questions.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"925\" height=\"937\" src=\"https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2025\/04\/image-4.png\" alt=\"\" class=\"wp-image-90223\" srcset=\"https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2025\/04\/image-4.png 925w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2025\/04\/image-4-296x300.png 296w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2025\/04\/image-4-768x778.png 768w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2025\/04\/image-4-600x608.png 600w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2025\/04\/image-4-100x100.png 100w\" sizes=\"(max-width: 925px) 100vw, 925px\" \/><\/figure>\n\n\n\n<p>3) Now you need to define the prompt, specifying what the agent should do \u2014 namely, answer the questions entered in the field. Don\u2019t forget to specify that the questions should be taken from the <strong>Your question<\/strong> field. You can also add a set of rules \u2014 for example, instruct the assistant not to make up answers if it\u2019s unsure of the correct response.<\/p>\n\n\n\n<p>Prompt example:<\/p>\n\n\n\n<p><strong>I&#8217;m customer suport agent and i received the following question for user: @Your Question<\/strong> <strong>Please help me answer the question, based on our relevant product documentation. If you can\u2019t find a specific answer, direct me to our help center instead. If you can&#8217;t find the answer, ask clarifying questions. If those don&#8217;t help, say that you couldn&#8217;t find the answer in the database. I forbid you from making up answers if you&#8217;re not confident in their accuracy.<\/strong><\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1279\" height=\"1357\" src=\"https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2025\/04\/image-5.png\" alt=\"\" class=\"wp-image-90227\" srcset=\"https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2025\/04\/image-5.png 1279w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2025\/04\/image-5-283x300.png 283w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2025\/04\/image-5-965x1024.png 965w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2025\/04\/image-5-768x815.png 768w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2025\/04\/image-5-1200x1273.png 1200w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2025\/04\/image-5-600x637.png 600w\" sizes=\"(max-width: 1279px) 100vw, 1279px\" \/><\/figure>\n\n\n\n<p>Next, you need to go to Sources<strong> <\/strong>and select the folders or pages that the assistant will use to generate answers.<\/p>\n\n\n\n<figure class=\"wp-block-video\"><video controls src=\"https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2025\/04\/screencast-alfa_dev-thefusebase_com-2025_04_03-16_37_56.webm\"><\/video><\/figure>\n\n\n\n<p>It\u2019s important to note that you can also reference specific folders or pages from Sources directly in the prompt if needed. In the case of the assistant, this isn\u2019t necessary \u2014 but, for example, you might want to point to a specific page (to use it as a template) or a particular folder. To do this, simply type @ and select the relevant item from the list.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1028\" height=\"948\" src=\"https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2025\/04\/add-mention.png\" alt=\"\" class=\"wp-image-90331\" srcset=\"https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2025\/04\/add-mention.png 1028w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2025\/04\/add-mention-300x277.png 300w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2025\/04\/add-mention-1024x944.png 1024w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2025\/04\/add-mention-768x708.png 768w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2025\/04\/add-mention-600x553.png 600w\" sizes=\"(max-width: 1028px) 100vw, 1028px\" \/><\/figure>\n\n\n\n<p>Now let\u2019s publish the changes and launch our app. Let\u2019s test it with a simple question that\u2019s often asked in our support.<\/p>\n\n\n\n<figure class=\"wp-block-video\"><video controls src=\"https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2025\/04\/screencast-alfa_dev-thefusebase_com-2025_04_03-16_46_16.webm\"><\/video><\/figure>\n\n\n\n<p>As we can see, the answer is accurate and the app works as expected.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Integrations \u2013 connect your favorite services to agents<\/strong>.<\/h2>\n\n\n\n<p>Our agents not only allow you to search the Internet, your knowledge base, or generate new content, but also fully integrate with the services you use. This way, our agents become a true personal intelligent assistant, enabling you to easily automate your everyday tasks.<\/p>\n\n\n\n<p>For example, you can send research results to Slack, book meetings in your calendar, create invoices in Stripe, and much more. And all of this without complex interfaces or configurations. You simply give a command, and our agent understands and executes it. Integrations are implemented through a new innovative protocol \u2013 MCP (Model Context Protocol).<\/p>\n\n\n\n<p>You can read more about the functionality in this article \u2013 <a href=\"https:\/\/sales-ai-agents.com\/guides\/fusebase-ai\/integration-of-ai-agents-with-other-services-google-calendar-slack-stripe-etc\/ \">https:\/\/sales-ai-agents.com\/guides\/fusebase-ai\/integration-of-ai-agents-with-other-services-google-calendar-slack-stripe-etc\/ <\/a><\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Web Search Tool<\/strong><\/h2>\n\n\n\n<p>Our agents can also perform web searches to retrieve relevant information. To do this, you can use the <strong>Web Search<\/strong> option.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1948\" height=\"1329\" src=\"https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2025\/04\/image-14.png\" alt=\"\" class=\"wp-image-90319\" srcset=\"https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2025\/04\/image-14.png 1948w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2025\/04\/image-14-300x205.png 300w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2025\/04\/image-14-1024x699.png 1024w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2025\/04\/image-14-768x524.png 768w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2025\/04\/image-14-1536x1048.png 1536w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2025\/04\/image-14-1200x819.png 1200w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2025\/04\/image-14-600x409.png 600w\" sizes=\"(max-width: 1948px) 100vw, 1948px\" \/><\/figure>\n\n\n\n<p>For example, let\u2019s say you need an agent that searches for the latest news about your competitors. You simply create an agent and provide a prompt like this:<\/p>\n\n\n\n<p><strong>We need all the latest updates about our competitors:<br><em>List of competitors<\/em><\/strong><\/p>\n\n\n\n<p><strong>When triggered, the agent should sequentially search for each competitor and return updates from the past month. Priority should be given to press releases and feature updates.<\/strong><\/p>\n\n\n\n<p><strong>Format: <\/strong><br><strong>Product Name <\/strong><br><strong>Bullet list of news items  <\/strong><br><strong>Include links to the sources<\/strong><\/p>\n\n\n\n<p>After that, you just need to run the agent whenever you want to get updated information. <\/p>\n\n\n\n<p>You can also specify a URL directly, and in that case, the agent will search for the required information at that exact address. For example, you can instruct it to look for release updates about Fusebase at <a class=\"\" href=\"https:\/\/sales-ai-agents.com\/blog\/\">https:\/\/sales-ai-agents.com\/blog\/<\/a> \u2014 and the agent will go straight to that link.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Integration with Chrome Extension (Include WebPage Content to the agent)<\/h2>\n\n\n\n<p>You can also use agents directly in the <a href=\"https:\/\/chromewebstore.google.com\/detail\/fusebase-assistant-ai-cha\/haafigbapbpbpnmgcknnmilaaaimggpk?hl=en\">browser extension<\/a>. It provides full functionality \u2014 plus an extra feature: the ability to use the content of the currently open page in the agent.<\/p>\n\n\n\n<p>For example, the agent can summarize articles from the current page or help respond to support tickets or emails based on your knowledge base.<\/p>\n\n\n\n<p>To include content from the open page in the prompt, just press @ and select Webpage content. <\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"957\" height=\"936\" src=\"https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2025\/04\/image-15.png\" alt=\"\" class=\"wp-image-90325\" srcset=\"https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2025\/04\/image-15.png 957w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2025\/04\/image-15-300x293.png 300w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2025\/04\/image-15-768x751.png 768w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2025\/04\/image-15-600x587.png 600w\" sizes=\"(max-width: 957px) 100vw, 957px\" \/><\/figure>\n\n\n\n<p>Example prompt: <strong>Analyze and summarize content from @Webpage content<\/strong><\/p>\n\n\n\n<p>In this case, when you launch the agent from the extension, it will automatically summarize the content of the currently open page.<\/p>\n\n\n\n<p><strong>What data do our agents index?<\/strong><\/p>\n\n\n\n<p>Currently, our agents can work with:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Text content<\/strong> from your pages;<\/li>\n\n\n\n<li><strong>Tasks<\/strong> \u2014 they understand task content, assignees, labels, deadlines, and more;<\/li>\n\n\n\n<li><strong>Office files<\/strong> (PDF, XLS, DOC, TXT, etc.) \u2014 they can answer questions about the content, provide analysis, and even handle complex documents with large tables;<\/li>\n\n\n\n<li><strong>Images<\/strong> \u2014 they can extract and understand text from images, as well as interpret image content;<\/li>\n\n\n\n<li><strong>Videos<\/strong> \u2014 they can transcribe video files and answer questions based on the transcript content;<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">Saving a Response in FuseBase<\/h2>\n\n\n\n<p>You can create a new page in Fusebase from the agent&#8217;s response. Moreover, you can even save the response to an existing page, thereby enriching it with new information. You can do this by clicking the corresponding icon below the agent&#8217;s response &#8211; <\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1840\" height=\"1112\" src=\"https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2025\/06\/image-28.png\" alt=\"\" class=\"wp-image-92159\" srcset=\"https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2025\/06\/image-28.png 1840w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2025\/06\/image-28-300x181.png 300w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2025\/06\/image-28-1024x619.png 1024w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2025\/06\/image-28-768x464.png 768w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2025\/06\/image-28-1536x928.png 1536w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2025\/06\/image-28-1200x725.png 1200w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2025\/06\/image-28-600x363.png 600w\" sizes=\"(max-width: 1840px) 100vw, 1840px\" \/><\/figure>\n\n\n\n<p>If you want to create a new page with the agent&#8217;s response, click on the desired folder and press Create page &#8211; <\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1306\" height=\"1376\" src=\"https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2025\/01\/save-to-fusebase.png\" alt=\"\" class=\"wp-image-93352\" srcset=\"https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2025\/01\/save-to-fusebase.png 1306w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2025\/01\/save-to-fusebase-285x300.png 285w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2025\/01\/save-to-fusebase-972x1024.png 972w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2025\/01\/save-to-fusebase-768x809.png 768w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2025\/01\/save-to-fusebase-1200x1264.png 1200w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2025\/01\/save-to-fusebase-600x632.png 600w\" sizes=\"(max-width: 1306px) 100vw, 1306px\" \/><\/figure>\n\n\n\n<p>If you want to enrich an existing page, click on the desired one and press Add to page &#8211;<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1365\" height=\"1367\" src=\"https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2025\/06\/image-33.png\" alt=\"\" class=\"wp-image-92474\" srcset=\"https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2025\/06\/image-33.png 1365w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2025\/06\/image-33-300x300.png 300w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2025\/06\/image-33-150x150.png 150w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2025\/06\/image-33-768x769.png 768w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2025\/06\/image-33-1200x1202.png 1200w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2025\/06\/image-33-600x601.png 600w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2025\/06\/image-33-100x100.png 100w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2025\/06\/image-33-120x120.png 120w\" sizes=\"(max-width: 1365px) 100vw, 1365px\" \/><\/figure>\n\n\n\n<p>You can also speed up saving responses by enabling the Save choice switch. In this case, the agent remembers your selection, and you can save to a page or create a new one with a single click.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1357\" height=\"1366\" src=\"https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2025\/06\/image-34.png\" alt=\"\" class=\"wp-image-92479\" srcset=\"https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2025\/06\/image-34.png 1357w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2025\/06\/image-34-298x300.png 298w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2025\/06\/image-34-1017x1024.png 1017w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2025\/06\/image-34-150x150.png 150w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2025\/06\/image-34-768x773.png 768w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2025\/06\/image-34-1200x1208.png 1200w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2025\/06\/image-34-600x604.png 600w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2025\/06\/image-34-100x100.png 100w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2025\/06\/image-34-120x120.png 120w\" sizes=\"(max-width: 1357px) 100vw, 1357px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Agent Access Management<\/strong><\/h2>\n\n\n\n<p>By default, agents are available to all organization members, but you can manage this and decide who will have access to your agent.<\/p>\n\n\n\n<p>To do this, go to the agent settings in the Visibility tab. <\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"744\" src=\"https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2025\/06\/image-30-1024x744.png\" alt=\"\" class=\"wp-image-92293\" srcset=\"https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2025\/06\/image-30-1024x744.png 1024w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2025\/06\/image-30-300x218.png 300w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2025\/06\/image-30-768x558.png 768w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2025\/06\/image-30-1536x1115.png 1536w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2025\/06\/image-30-1200x871.png 1200w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2025\/06\/image-30-600x436.png 600w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2025\/06\/image-30.png 1629w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>Then, choose the appropriate option:<\/p>\n\n\n\n<p>Only for me \u2013 the agent will be visible only to you<br>For all members and clients \u2013 all members and clients of the organization will have access to the agent<br>For specific members \u2013 select specific members who will have access to the agent.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"870\" src=\"https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2025\/06\/image-32-1024x870.png\" alt=\"\" class=\"wp-image-92302\" srcset=\"https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2025\/06\/image-32-1024x870.png 1024w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2025\/06\/image-32-300x255.png 300w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2025\/06\/image-32-768x652.png 768w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2025\/06\/image-32-1200x1019.png 1200w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2025\/06\/image-32-600x510.png 600w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2025\/06\/image-32.png 1447w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>After selecting, click Publish to save the changes.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>AI Agents are small applications that can perform various tasks using modern AI technologies. These can include text generation, analysis of textual and visual information, text translation, data extraction, and much more. At the core of the application is a condition (prompt) that you provide and that needs to be fulfilled. 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