AI Agents

Configure ChatNexus specialist agents, messaging channels, triggers, and post-completion workflows.

AI Agents Overview

ChatNexus includes specialist agents and messaging channels that extend a chatbot beyond simple Q&A. Configure them in Agents from the chatbot sidebar.

Available Agents

Agent registry

The registry lets you enable agents, set their priority, define trigger keywords, configure each agent, and add post-completion chain steps. The built-in agents are:

AreaBuilt-in features
Customer operationsContact Support, Appointment Booking, Lead Capture, Live Handoff, Survey & Feedback, Dynamic Form Builder
CommercePayment & Checkout, Order Tracking
Messaging channelsWhatsApp, Instagram, Telegram, SMS

Messaging channels are always-on routes once enabled; intent-driven agents can use keywords, always-on routing, handoff routing, or manual invocation.

Workflows and chain steps

After an agent completes, the Chain Builder can run up to eight ordered steps. Available actions include handoff to another agent, show a smart form, send email, follow up, delay, send a webhook, and reset the conversation session.

How Agents Work

Agents operate alongside your chatbot's main conversation. When a user's message matches an agent's domain (e.g., "I'd like to book an appointment"), the system automatically routes the conversation to the appropriate agent.

  1. Detection — The system analyzes each message for booking, support, or messaging intent
  2. Routing — When intent is detected, the specialist agent takes over the conversation
  3. Collection — The agent gathers required information conversationally (name, email, dates, etc.)
  4. Action — The agent completes the action (creates appointment, sends email, routes to WhatsApp)
  5. Return — Control returns to the main chatbot once the action is complete

Configuring Agents

Navigate to Agents in the left sidebar of your dashboard. Each agent has its own configuration tab:

  • Enable/Disable — Toggle individual agents on or off
  • Settings — Configure agent-specific options (business hours, services, email addresses)
  • Integration — Connect external services (Google Calendar, email providers, Twilio, or Meta Cloud API)

Tip:

Agents use the same LLM model configured in your chatbot's Settings → LLM panel. No separate API key is needed.