The companion agent empowers human agents by proactively fetching verified information with the help of tools and automating tasks. It helps agents with on-demand search, leveraging full conversation context for precise answers. Follow these recommendations to optimize the companion agent's real time guidance and the productivity of your human agents.
Enter model guidance
When you create a companion agent, add overarching guidance to improve the writing style, output format, and tone of how the companion agent responds and communicates its suggestions to a human agent.
Add resources
Upload accurate and concise sources of information, and create tools that a human agent could use. The companion agent uses these same resources to provide the most accurate information, useful suggestions, and perform actions in real time during live conversations.
- Instructions: Structured business rules and guidelines for process adherence. Instructions enable companion agent to provide useful next action suggestions and sample responses.
- Tool Definitions: Tools connect the companion agent to external applications, APIs, and subagents. With tools, the companion agent can automatically retrieve real time data from third party systems or perform specific actions on behalf of the human agent during a conversation.
Tools
Follow these recommendations to optimize your external tools:
- Disable the chat input box while your companion agent searches for answers or generates responses to ensure human agents wait for complete information.
- Add links next to key answers so human agents can quickly click through and verify facts in official company documents.
- Disable query input or call
cancel_reactive_querybefore initiating a new query to ensure your companion agent handles only one active query per session.