Self Assist (AI Agents)

How to Create and Publish a Self Assist AI Agent

Admins create Self Assist AI agents in the Blitzz web app. Each agent has its own instructions, knowledge and permanent link.

Before you start

  • Turn on AI Agents (Self Assist) in a Collaboration Profile.
  • Add the manuals and support pages the agent should use to your AI Knowledge Base.

Step 1: Create the agent

  1. Open the user menu in the top right and select Settings.
  2. Go to Owlbert AI > AI Agents.
  3. Click New agent.

Step 2: Fill in About this agent

These are the basics customers see when they open your agent.

  • Agent name (required): for example, the product or service the agent supports.
  • Welcome message (optional): how the agent greets users and what it checks first, such as microphone and camera permissions.
  • Description: a short summary of what the agent helps with.

Step 3: Write the instructions

Instructions tell the agent who it is, how it should speak and how it should help. Write them the way you'd brief a new support specialist. Blitzz starts you with a default template that works as written. Edit any section or delete what you don't need. Use Reset to default to start over.

Live camera vision, step-by-step guidance, grounding to the agent's knowledge, safety rules and human handoff are built in. Your instructions can't switch these off.

Step 4: Add knowledge

  1. In the Knowledge section, click Import from Knowledge Base.
  2. Select the files and web pages the agent should use.

The agent answers only from the documents you select. Documents are linked from your Knowledge Base, so the agent always uses the current version. Manage processing and retries in the AI Knowledge Base.

Step 5: Save, test and publish

  1. Click Save.
  2. Click Test agent and try it the way a customer would.
  3. When you're happy, click Publish updates. The agent goes live and gets a permanent link and QR code.

Saved changes stay unpublished until you click Publish updates, so you can edit a live agent safely.

Manage an agent

  • Unpublish: take the agent offline. Open the agent, click the more options menu and select Unpublish.
  • Delete agent: permanently remove the agent from the same menu.
  • Audit Logs: see who changed the agent and when.
  • The agent list shows whether each agent is live and how many sessions it had this month.

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