Agents
The Agents Center
What an agent is, what every agent is made of, and the Agents center where you see, read and manage all of them.
An agent is like a new team member you brief once: you tell it who it is and how to behave, give it the tools and information it needs, and decide where it works — then it answers people on its own, day and night. A support agent that knows your product, a sales agent that sends quotes, a research agent that summarizes documents. The Agents center is the front desk where they all work: one place to see who's on the team, read what they've been talking about, and check how each one is doing. Open it from Agents in the main menu.
What every agent has
| Part | What it is |
|---|---|
| Profile | The name, description and picture people see |
| Instructions | How it behaves, what it says and what it never does |
| Tools | Actions it can take in your apps: send an email, check a calendar, create an order |
| Projects | Your documents and what it learns, remembered across conversations |
| Databases | Your tables it can look up, add to, update and delete from |
| Skills | Routines it repeats exactly, like a quote or a report |
| Native capabilities | Extra abilities you switch on, like learning from your corrections. Every agent can already search the web and read files and images with no setup |
| Channels | WhatsApp, Instagram, Slack, your website and more |
Agents can also work outside of chat, on single records or as steps in automations — see Tasks & Automations.
Where you work with agents
| Place | What it's for |
|---|---|
| The Agents center (this page) | See all your agents, read their conversations, check analytics |
| The Agent Builder | Shape one agent, section by section |
Your agents
My agents shows every agent you own or that's shared with you, as cards. Each card tells you at a glance:
- Ready or Draft — Draft means it still needs a profile or instructions.
- How many conversations it has and when it was last used, and which model runs it.
- What it has attached: tools, databases, skills.
- Where it answers: channel icons, or Only in Nirvai chat.
- Quick links: Conversations, Edit and Nirvai chat.
Use the filters (All · Active · In Progress · Mine · Shared), the search box and the sort menu to find one quickly, or switch between grid and list.
- Agents
- My agents
Store Assistant
Nirvai V1Ready · 128 conversations · last 2 hours agoAnswers shoppers on WhatsApp and Instagram, checks stock and sends payment links.
Conversations·Edit·Nirvai chat Support DeskNirvai V1Ready · Shared by Ana · 46 conversations · last 1 day agoFirst line of support for the website: answers questions from the help center and hands tricky cases to the team.
Sales ReportsNirvai V0Ready · 9 conversations · last 5 days agoBuilds the weekly sales report from the CRM and emails it every Monday.
Lead QualifierNirvai V1Draft · 3 conversations · last 2 weeks agoScores new leads from the forms database and writes a short summary on each record.
An agent's page
Click a card to open the agent. It always opens on its Overview:
| Tab | What you see |
|---|---|
| Overview | Its profile, model, instructions, channels, tools, skills, databases and projects — the same cards as the builder. Click Edit to change anything. |
| Analytics | Conversations per day and per channel, average duration and credits used. Export to CSV. |
| Agent tasks | Every time the agent worked on a database record, with its status and a View log link to the full run. |
Click the tabs to look around:
- Agents
- Store Assistant
- Overview
Store Assistant
Ready·Nirvai V1·Answers shoppers on WhatsApp and Instagram, checks stock and sends payment links.
Profile
Answers shoppers on WhatsApp and Instagram, checks stock and sends payment links.
Model
Nirvai V1Uses creditsIt's a Nirvai model, so each reply uses credits from your plan.
Instructions
50 words·Open full instructions
Integrations
Where it answers, and what it can use.
Channels
2 EditManageThis is where people can reach this agent any time — nobody has to open a chat.
- WhatsApp Live 24/7
- Instagram Live 24/7
Tools
3 Edit- Gmail Send MessageSends an email on your behalf.
- List ordersLists the store orders of the day.
- Create payment linkCreates a checkout link for an order.
Skills
2 Edit- Payment link ReadyTurns a confirmed cart into a payment link.
- Order status ReadyFinds an order and explains where it is.
Conversations
The left column lists conversations — all of them under Inbox, or only this agent's when you're on its page. Search or filter by channel, and click one to read it. Channel conversations (WhatsApp, Instagram…) open right there; a conversation that happened in Nirvai chat opens in its own tab so your inbox stays where it is.
Someone who chatted on your website several times appears once, with N conversaciones under their name; the button under their name lists each conversation by topic. See Conversations & human takeover.
- Agents
- Store Assistant
- Conversation
Store Assistant
Ready·Nirvai V1·Weekly promotions draft
Nirvai chat · Sep 28, 21:14
This chat happens in your own Nirvai workspace, with files and artifacts. It opens in a new tab so your inbox stays where it is.
Open in Nirvai chat6 messages · last Sep 28, 21:14
Edit, test, share, delete
- Edit — opens the Agent Builder. Changes apply on the next message.
- Test — Nirvai chat starts a private test chat; it never affects people talking to it on a channel.
- Share — from the builder's Profile card. See Sharing your agents.
- Delete — Delete agent on the builder's Profile card. If the agent is used in an automation you're warned first. Deleting can't be undone.
Troubleshooting
| Problem | Fix |
|---|---|
| The agent says Draft | It still needs a profile and instructions. Open it with Edit — it turns Ready by itself once both are saved. |
| My edits don't show on a channel | They apply from the next message; a reply already in progress isn't changed. |
| I can't find an agent | Check the filter isn't on Mine or Shared, and clear the search box. |
| I get a warning when deleting | The agent is used in an automation. Update that automation first, or it will stop working. |
What's next
- Build your agent — a tour of the Agent Builder, starting with the profile.
- Agent templates — start from a ready-made agent instead of a blank page.