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Create an agent

Create an agent in the DXP Console, then configure how it responds and which Content Intelligence topics it can use.

Before you start

  • Confirm that Conversations is available for your DXP Organization.
  • Set up and monitor the Content Intelligence topics that the agent should use.
  • Confirm that you have access to the DXP Organization where the agent will be managed.

Create an agent

  1. Sign in to the DXP Console.
  2. Select the DXP Organization that contains the site and topics you want to use.
  3. Open Conversations Agents.
  4. Click Create agent.
  5. Enter a name that identifies the website experience or audience for the agent.
  6. If prompted, select the DXP Organization that owns the agent.
  7. Click Create.
  8. Configure the agent fields described below:
    1. Answer Guidelines agent field.
    2. Default Response agent field.
    3. DXP Organization agent field.
  9. Click Save.

Agent field reference

This section describes the agent fields relevant to this procedure.

Answer Guidelines agent field

Use Answer Guidelines to describe how the agent should present answers. Keep the guidelines short and focused on the desired tone, audience, length, and structure. Answer Guidelines are not a replacement for connecting the correct topics.

For example:

Use a clear, friendly, conversational tone. Address the visitor directly as "you". Keep answers concise and use short lists when they improve readability. Do not invent information that is not supported by the website content.

Avoid adding long system prompts, secrets, personal data, or instructions unrelated to how the answer should be written. Test the agent after changing these guidelines.

Default Response agent field

The Default Response is shown when the agent cannot answer a question confidently or the question is outside the agent’s configured scope. Write a response that explains the limitation and directs the visitor to a useful next step.

For example:

I couldn't find an answer to that question. Try asking about our courses, fees, or application process, or contact our support team for help.

Do not use the default response to hide gaps in the topics connected to the agent. If the agent should answer a question, check that the relevant topic is monitored and connected.

DXP Organization agent field

The DXP Organization determines where the agent is managed and which organization configuration applies to it. If the DXP Console asks you to select a DXP Organization, choose the one that owns the website experience and its Content Intelligence topics.