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

1. Go to the Thunai Dashboard.
2. From the side menu, click Agents.
3. Select Create Agent.
4. 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:

• Beacon Customization – Adjust the look and behavior of the chat widget.
• Conversation Settings – Configure conversation rules.
• Persist Chat History – Retain chat history across sessions.
• Typing Delay – Set typing speed (Low, Medium, Fast).

3. Email Interface

Set up agent email responses:

• 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.

4. Meetings Interface

Configure workflows for meeting events:

• Apply To – Define whose meeting feeds trigger this agent’s workflow:
  • Everyone
  • Specific Users
  • Me

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.

Step 4: Widget Customizations

Personalize the agent widget:

• Chat Templates – Choose from pre-defined templates.
• Widget Customization – Configure look, feel, and behavior.
• Test Agent – Test interactions directly in the dashboard before deployment.

Once ready, click Save, copy the widget code, and deploy it to start using your agent.

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.

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