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In AI Agents you create and edit the artificial intelligence agents that plug into your WhatsApp conversational flows. You describe in one sentence what you want your agent to do, answer a few questions, and Treble writes the instructions, picks the tools and leaves it ready for you to review. AI Agents section in Treble's left menu

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Why use AI agents in your conversations?

Treble’s AI agents transform the way you interact with your potential customers, offering immediate benefits: 🚀 Improve customer experience:
  • Instant 24/7 responses, no waiting
  • More fluid and natural conversations
📈 Increase your conversions:
  • Reduce abandonment with immediate attention
  • Automatically qualify your best prospects
  • Guide users toward specific actions
⏰ Optimize your time:
  • Automate repetitive qualification tasks
  • Free up your team for higher-value conversations
  • Capture key information without manual intervention
AI agents need specific context about your company, products, and processes to work correctly. The more quality information you provide, the better results you’ll get.

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The AI Agent

The AI Agent is the agent you build with in Treble. It holds a natural conversation, follows the rules you defined in its instructions and executes actions with tools: it saves data, reads and updates your CRM, sends documents, hands off to a human agent or closes the conversation.

AI Agent

Automate processes with multiple possible paths. It calls tools, applies conditional rules and escalates conversations according to your business needs.View complete guide →

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Use cases

  • 🎯 Lead qualification: collects the data that matters to you and hands off to sales when the prospect meets your criteria
  • 🔄 Account queries: reads HubSpot properties to inform about current plan, renewal date and subscription status
  • 🎫 Ticket management: creates and updates tickets automatically based on user requests
  • 📊 Data updates: modifies contact properties in your CRM based on the conversation
  • 🛒 Support and pre-sales: resolves frequent questions with your knowledge base and escalates complex cases
  • 📅 Scheduling: coordinates availability, confirms times and logs the appointment
  • 🔀 Conditional flows: executes different actions depending on customer status or request type
The Take your customers to a goal and Lead Qualification agents are being retired and appear badged as Retiring soon in the conversation builder. The ones you already created keep working, but for new agents use the AI Agent, which covers both cases and does more.

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How to create an agent

1

Describe what you need

In AI Agents, write what you want your agent to do, or start from a template.
2

Answer the questions

The generator asks for what’s missing and proposes a plan for you to confirm.
3

Review and complete

You land in the editor with the instructions and tools ready. You configure the ones that need data from you.
4

Test it

You validate the behavior in the playground and send yourself a test conversation on WhatsApp.

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Using your agent in a conversation

Once saved, you integrate the agent into your conversational flows:
1

Go to the Conversation Builder

Access the flow builder from your main dashboard.
2

Add the AI Agent block

You’ll find it in the advanced blocks section of the sidebar.
3

Select your agent

Choose the agent you created from the dropdown list.
4

Connect with other blocks

Drag and connect the block with the rest of your conversational flow.
5

Configure exit rules

Define what happens according to the different agent results.
  • You can use more than one AI agent in the same conversation and combine them with conditional blocks to create more sophisticated experiences.

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Next steps

Create an agent

Describe what you need and let Treble build the first draft.

Prepare your knowledge base

Review the best practices before uploading your information.

Configure your agent

Adjust the instructions and complete the pending tools.

Test your agent

Validate the behavior before connecting it to a real conversation.