You create AI Agents inside the platform under Messaging > Inbox Settings > Bots. Each AI Agent has its own name, tone, channel rules, and knowledge base. You can run multiple AI Agents for different scenarios.
Before you start
The AI Agent must be enabled on your account. See Turning on the AI Agent for your account.
Have a clear use case in mind. A focused AI Agent ('WhatsApp Channel') is easier to manage than a generic one ('Hotel Agent').
If you already have an agent that resembles the one you want, you may not need this flow at all — see Or duplicate an agent you already have below.
The eight-step flow
Click Messaging.
Click Inbox Settings.
Click Bots.
Click New BB Bot.
Choose a template (see Choosing a starting template), or click Create from scratch.
Enter the name your guests will see when chatting with the agent, then set the tone (see Naming your AI Agent and setting tone).
Set the Assignment rule (see Setting assignment rules and channel filters).
Open the Knowledge tab to add knowledge items — type them in, or click Import to pull them from your website, a document, or another agent (see Building out your AI Agent's knowledge).
The agent is not live yet. When you are happy with it, click Activate. See Activating an AI Agent.
The template choice is not permanent, and changing it later is destructive. The template picker stays on the agent after it is created, behind the document icon to the left of Activate. Choosing a template there overwrites what the agent already holds rather than adding to it, so it is a useful correction in the first hour and a bad idea after that. See Choosing a starting template.
Or duplicate an agent you already have
If the agent you want closely resembles one you have already built — a second property, or the same scope on a different channel — copying is faster than starting again.
In Inbox Settings > Bots, find the agent you want to copy.
Click the ⋮ menu at the end of its row.
Click Duplicate.
You get an independent copy with the same tone, knowledge and settings. Open it and change what differs — usually the name, the channel filter, the assignment rule, and any property-specific knowledge.
The copy has no ongoing link to the original. Editing one does not change the other. See Running multiple AI Agents for different scenarios.
After your first AI Agent
Most accounts end up with two or three AI Agents, each focused on a specific use case. Duplicating the first one is usually the quickest way to get there. See Running multiple AI Agents for different scenarios for when to split and when one agent is enough.
Need Help?
Please contact us through the 'Talk to Us' option on the left menu in the platform, or through the Bookboost Support email at support@bookboost.io if you have questions or need additional support.