AI Agents in Tines give you the power of AI within your story. To use the AI Agent action, you need to have access to Workbench and have AI-powered features enabled.
Note: Using the AI Agent action will use credits. You can see your credits used to date by each team in the AI settings modal. Learn more about credits here.
To start, select the AI Agent action and drag it onto your storyboard. From there, you have two modes to choose from in the right-hand panel: Task and Chat.
Task - Define and run a prompt within your story. Optionally, add tools to take action on your behalf.
Chat - Create your own AI chat interface for audiences inside your organization.
This video looks at when you should use a Task, and when a Chat would be better suited to your story:
Customizing your agent
Like all actions, you can update the name and description in the right-hand panel. Additionally, the modes in the AI Agent action have specific configuration options:
Task
Setting | Description |
Prompt | The task the action should perform during this run, including any data it should use. |
Tools | Optional. If you want the agent to take action, you should give it access to tools. Click on the tool in the AI Agent action on the storyboard or within the panel to configure it.
Agents can only use the tools you give it access to. |
Chat
Setting | Description |
System instructions | The guidelines, rules, and constraints the AI model should follow.
The task will be pre-configured with this instruction, which you should customize depending on the goal you're looking to achieve:
You are a focused, expert assistant. You are talking to a user and aiming to achieve the following goal: {goal} |
Initial message | The initial message to send to the user when the chat page is loaded.
If this is left blank, the agent will create a message based on the instruction. |
URL identifier | Defines the URL this chat page will be available at. Be cautious: changes could break bookmarks. |
Tools | Optional. If you want the agent to take action, you should give it access to tools. Click on the tool in the AI Agent action on the storyboard or within the panel to configure it.
Agents can only use the tools you give it access to. |
Chats use some of the same customization options as Pages. You can customize these to change the look and feel of the page, as well as the user experience of the page that will be sent to and seen by users.
Setting | Description |
Access control | Choose who should have access to this chat. You can choose between "Only team members" or "Members of this Tines tenant" |
Appearance | Select light mode or dark mode for the chat. |
Action color | This will be used to tint certain interactive elements like buttons. |
Logo | Enable this to upload a logo for your page. This will appear at the top of the chat page. |
Chats can be connected to an upstream page on the storyboard. Use the “Move to next page” behavior to allow navigating to a page, submitting, and then navigating to a chat.
If you want a user to start a conversation with the agent, click "Copy private link" to copy the page URL. You can then share this with your users.
Chat links can also be sent automatically in a workflow to kick off the conversation proactively, for example by using the "Send email" action, or a messaging template like Slack.
Events
Under the events tab you'll be able to delete or re-emit events, as well as view the details of each event. At the bottom of the events tab, you can choose to view the data as a conversation or JSON event.
Resources
AI Agent action FAQs
AI Agent action FAQs
All your burning questions about agents answered here.
How should I configure and use agents?
How should I configure and use agents?
Take a look at our best practices for using agents in Tines here.
Where can I find additional resources on agents?
Where can I find additional resources on agents?
We've gathered some helpful Explained articles together here.