… AI agents in the workspace, making it easier to manage overall usage. To learn more about workspace capacity and active AI agent limits, check out our guide . Testing the AI agent Test mode lets you review how the AI agent …

… information, and adjust instructions before enabling AI agents for real leads. Learn more about Kommo’s AI agents here. Try AI agents in Test mode Go to the AI agents section and start setting up an AI agent. To learn …

… AI agents, duplicate or delete existing setups, disconnect them from chats, and regenerate agents when needed. Start managing your AI agents To access your AI agents: Go to AI agents . You’ll see your AI agents list, where all agents …

… correctly by the AI agent and shouldn’t be added here. In the Persona tab, you can customize how the AI agent communicates: To do so, adjust the following fields: Role and personality Set the agent’s overall persona, like …

… used for text messages and voice messages. These insights help you understand how your AI agents are performing and how credits are being used. To understand active AI agent limits and workspace capacity, se e our AI agent limits guide .

… setup, but to continue setting up the AI agent later, you’ll need to connect a channel and activate the agent first. If you want to set up the AI agent manually, check our setup guide . After your AI agent …

… workspace could include a sales AI agent for Instagram chats, a support AI agent for WhatsApp conversations, and a separate AI agent for Spanish-speaking leads. Limits for active AI agents The number of AI agents that can be active …

… to answering common questions and transferring conversations when needed. Set up the AI agent step by step Go to the AI agent section. Note: If you’ve never created an AI agent before, click on Create my AI agent . Then …

… for support. If needed, update the relevant WHEN , DO , or More instructions. Learn more in our article about Testing the AI agent . Once your AI agent is ready, you can launch it. Learn how to do this in our article .

… to transferring the conversation, using the settings available in the AI agent. Set up the AI agent Go to the AI agent section. Note: If you’ve never created an AI agent before, click on Create my AI agent . Then …

… them . Keep in mind: The AI agent only replies to incoming messages and can’t start conversations. Only one AI Agent can be active per workspace. Saving a new agent will overwrite the existing one. To use the AI agent …

… Kommo in this article . Learn more about Kommo’s AI Agent in this article . Use Appointment Schedules with the AI agent Once you’ve created an Appointment Schedule (booking page) in Google Calendar, you can use Kommo’s AI agent …

… and route follow-ups to the right team member. Set up the AI agent step by step Go to the AI agent section. Note: If you’ve never created an AI agent before, click on Create my AI agent . Then …

… in the account share the same additional AI credit balance. This article explains how to purchase AI credit packages, how AI credit package auto-renewals work, and which payment options are available. Learn more about Kommo AI limits . How AI …

… is on the Advanced plan and reaches the included AI credit limit before the next renewal date. To continue using AI features, you purchase an additional AI credit package with 5,000 AI credits. What happens: Purchased AI credits are …

… pipelines 11h AI agent training and setup 12h Connect WhatsApp Business to Kommo 13h Triggers for leads and pipelines 14h AI agent training and setup 15h Connect WhatsApp Business to Kommo 16h Triggers for leads and pipelines 17h AI agent …

… conversation history connected to the client record. You can also use the AI agent to help answer client questions based on your ecommerce data, including product details, shipping, returns, and more. Learn more about the AI agent in this article .

… purchase history and search leads by purchased products. Learn how to add or import products and link products to leads . AI agent The AI agent is a virtual assistant that automatically responds to client inquiries across connected channels — such as …

What you’ll need: Any Kommo plan (Base, Advanced, Pro, Enterprise, or 14-day trial) Keep in mind: Only users with the Admin role can customize the product catalog To use the AI agent, you need an active AI agent …