> ## Documentation Index
> Fetch the complete documentation index at: https://docs.gominimal.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# AI Agents

> Guide on setting up Minimal's AI Agents

## Overview

With Minimal AI, you set up AI customer support agents that resolve tickets in your helpdesk just like a human would. An agent works best when it's connected to your systems, trained on your business processes through [protocols](/training/protocols), and given a clear tone of voice so every reply is on-brand.

## How an agent handles a ticket

When a new message comes in, your agent works through a series of steps. Understanding them makes it much easier to tune behaviour, because each step is driven by different settings.

<Steps>
  <Step title="Reply decision">
    First the agent decides whether to engage at all. Driven by your **Reply settings** and **Rules** — for example, it can skip automated notifications, spam, or messages from business partners.
  </Step>

  <Step title="Understand the request">
    It identifies what the customer is actually asking, including when a single message contains multiple questions.
  </Step>

  <Step title="Match protocols">
    It finds the [protocol(s)](/training/protocols) that cover each topic in the message.
  </Step>

  <Step title="Gather data">
    It calls your connected [integrations](/set-up-and-integrations/integrations/overview) to look up whatever the protocol needs — an order status, a subscription, tracking info, and so on.
  </Step>

  <Step title="Write the reply">
    It drafts the answer, applying your **Rules**, **Tone of Voice**, and **language settings**.
  </Step>

  <Step title="Safety & automation checks">
    Finally it decides whether to send the reply automatically or leave it as a suggestion for your team, based on your automation settings and guardrails.
  </Step>
</Steps>

<Note>
  These steps are independent. Your **Tone of Voice** and **Protocols** shape *what the reply says*, but they do **not** influence whether the agent replies — that's decided only by your **Reply settings** and **Rules**. Keeping this separation in mind makes tuning much more predictable.
</Note>

<Tip>
  Not sure why an agent replied, stayed silent, or didn't automate a specific ticket? Ask the [AI Manager](https://gominimal.ai/dashboard/ai-manager) in your dashboard — it can inspect a run and explain what happened at each step.
</Tip>

## Setting up an AI Agent

Create an agent from [Dashboard > Agents](https://gominimal.ai/dashboard/agents) and clicking **Add agent**. From there you'll see the settings described below.

An agent only processes tickets while it's set to **active**, and it only replies to messages that arrive during that time. After a message comes in, a reply typically appears within a minute or two — this depends on the complexity of the ticket, your configured [response delay](https://gominimal.ai/dashboard/automate), and how quickly your helpdesk notifies our platform.

### Agent Name

The name for this agent. It's only visible to you, never to your customers.

### Channels

Channels appear once you've connected a helpdesk through [integrations](/set-up-and-integrations/integrations/overview). Once a channel is connected and the agent is active, the agent starts writing suggestions or automated messages in that channel based on your [automation settings](https://gominimal.ai/dashboard/automate).

### Stores

Select the stores this agent can access while answering tickets — used for order, customer, and product lookups.

### Training Center Base

Select the [Training Center base](/training/protocols) this agent can access. The base determines which business processes (protocols) the agent follows while resolving tickets.

### Website

Add webpages you want the agent to reference. More on connecting website content [here](/set-up-and-integrations/integrations/website).

### Language settings

Control the language your agent replies in. Select **Use same language as incoming ticket** to have the agent reply in the customer's language. For custom logic — for example, reply in Dutch to Dutch customers and English to everyone else — select **Other** and describe the logic in plain language.

The agent can also generate **translations** of incoming messages (and of suggestions, when not in automation mode) for your human team. Once enabled, pick the language to translate into. If a message is already in your preferred language, no translation is made.

### Tone of Voice

Describe how you want the agent to *sound*. Tone of Voice only affects the **style** of a reply — phrasing, openings, and sign-offs — never *what* the agent does or which steps it follows.

Be specific and give examples; the agent follows these instructions literally. For example, if you write *"Be inspirational and motivating"*, replies will be very inspirational and motivating. Expect to refine tone of voice over time — it's normal to iterate before you find the right balance.

<Warning>
  Never put multi-step procedures, integration details, or business processes in Tone of Voice. Those belong in [protocols](/training/protocols). Tone of Voice is about *how* things are said, not *what* is done.
</Warning>

Frequently asked questions:

* **Can Tone of Voice be empty?**\
  Yes. The agent already has sensible default tone instructions and behaves as a helpful support assistant unless you tell it otherwise.
* **Can I set a greeting / sign-off in Tone of Voice?**\
  Yes. For example: *"Always open with Hi \[name], and close with Best, \[name]"*. The agent will then consistently use those openings and sign-offs.

### Rules

Rules are always-on do's and don'ts that apply to **every** reply, regardless of topic. They shape *how* the agent behaves once it has decided to reply. Rules can include guidance on when to escalate to a human, but they should **not** contain integration steps or automation logic — keep those in [protocols](/training/protocols) and your [automation settings](https://gominimal.ai/dashboard/automate).

Examples of rules:

* *"Never discuss ingredients unless a protocol says otherwise."*
* *"Always write our company name as SitRight, regardless of how the customer spells it."*
* *"If the customer says they're happy, invite them to leave a review and share our review link."*

<Note>
  **Tone of Voice** and **Rules** are applied to every reply, no matter the question. That makes them powerful levers for controlling your agent's overall style and behaviour.
</Note>

### Reply settings (when to stay silent)

Reply settings let you tell the agent which messages it should **not** reply to. When a message matches, the agent does nothing and leaves the ticket open for your team — think of it as a spam filter for your agent. Be as specific as possible for reliable results.

Common examples:

* Messages from marketplaces like bol.com
* Messages from business partners or suppliers
* Sales pitches from people trying to sell you products or services

## Automation vs. suggestions

Every reply is either **sent automatically** or left as a **suggestion (draft)** for a human to review and send. You control this in your [automation settings](https://gominimal.ai/dashboard/automate).

* **Suggestion mode** — the agent drafts a reply and leaves it in your helpdesk for a human to review. This is the safest way to start.
* **Automated mode** — the agent sends replies on its own. A reply is only sent automatically when automation is enabled *and* the relevant protocol is set to automate *and* it passes your guardrails.

A few safeguards always apply in automated mode:

* **Guardrails** block automatic sending when something looks off — for example toxic language, prompt-injection attempts, unfilled placeholders, or a customer explicitly asking for a human. When a guardrail trips, the agent leaves a draft instead of sending.
* **Rate limits** cap how many messages the agent will auto-send per ticket and per hour, so it can't run away in a loop.
* **Human takeover** — once a human replies in a ticket, the agent stops automating on that ticket (unless you've enabled continuing after takeover).
* **Response delay** — a configurable delay (30 seconds by default) before a reply is sent or drafted, so replies don't feel instant and your team has a moment to intervene.

<Tip>
  Start in suggestion mode, review how the agent performs, and switch topics to automated once you're confident in the results. The [AI Manager](https://gominimal.ai/dashboard/ai-manager) can help you decide which protocols are ready to automate.
</Tip>
