Agents - Setup

Agents in Thunai allow you to configure Chat, Voice, Email, and Meeting interfaces to interact with users across multiple channels. This guide walks you through creating and configuring an agent step by step.

Getting Started

Go to the Thunai Dashboard.
From the side menu, click Agents.
Select Create Agent.
Enter the Agent Name and click Create.

You can now configure the agent settings through the following steps:

Step 1: Agent Basics

General Information

Agent Name – Enter a unique name for the agent.
Agent Description – Provide a short description of the agent.
Agent Instructions – Define the instructions that specify the agent’s persona and behavior.

Tools

Brain – Makes knowledge base data queryable.
Analytics – Enables querying structured data from CSV/XLSX files with accuracy.
MCP (Model Control Protocol) – When enabled, allows you to select MCP tools for applications under the workflow.
Canvas – Supports document generation based on chat history.

Interfaces

1. Voice Interface

Configure options for voice-based interactions:

Voice Selection – Choose the voice style.
Languages – Select supported languages.
Enable Screen Share – Allow or restrict screen sharing.
Enable Duration Limit – Set maximum call duration.
Store Conversation Audio – Enable/disable recording of audio conversations.

2. Chat Interface

Customize the chat experience:

Enable File Upload - allows files to be uploaded in the chat interface
Show Thunai trademark on widget - Toggle to show Thunai Trademark
Bubble Shape - Choose between rounded and square for the chat widget
Welcome Message - Set Welcome Message
Frequently Asked Questions - Add common questions and answers for your agent

3. Email Interface

Set up agent email responses:

Agent Provider - choose the agent provider
Mail ID Prefix – Define the agent’s email address prefix.
Custom Email – Use a custom email address for replies.
Default Signature – Configure the default signature for responses.
Exclude Domains – Restrict domains where agents should not send replies.
Enable Agent Auto-reply -If enabled, the agent will automatically draft and send replies to incoming emails.

4. Meetings Interface

Configure workflows for meeting events:

Apply To – Define whose meeting feeds trigger this agent’s workflow:

Everyone - agents joins all organizational meetings

Multi-select Users- choose specific people

Only you - agents joins only your meetings

Step 2: Workflow

Configure workflows based on your requirements.

👉 Learn more about workflows here

Step 3: Security Configuration

Strengthen agent security with the following options:

Restrict Sensitive Topics – Block discussions of harmful, sensitive, or regulated content.
Enable Authentication & Authorization – Validate user identity before critical actions.
Access Control – Restrict agent usage based on directory attributes.

Widget Configuration - Configure look, feel, and behavior and position:

Theme – Choose between light or dark.
Border Radius - Pick the right radius for your Widget
Color Scheme - Set your preferred color for Header , Widget Background , Bot Message Background , User Message Background , Bot Text Color , User Test Color
Widget Icon - Select an icon from already existing icons or upload an custom icon.
Widget Logo - Upload Custom Logo ( File size Up to 2 MB )
Position - Select the position for your widget , ( Left / Right )
Widget Display Type - You can either choose to show only the icon or Show all along with the Test
Enable Reasoning - Enable to implement reasoning abilities for your agent

Preview - Preview will let you check your widget customization before Deployment

Embed Code - Add this code before the closing </body> tag on your website.

Conversation Logs

All conversations handled by the agent are logged and can be accessed under Conversations. Here, you can review interactions and system logs for monitoring and troubleshooting.

Save Agent - Once done customizing the Widget , proceed to save the changes.
Test Agent -Test interactions directly in the dashboard before deployment.

With these steps, your Thunai Agent is fully configured and ready to use across Chat, Voice, Email, and Meeting interfaces.