# Getting Started with AI Agent — Overview and Navigation

#### <mark style="color:$primary;">**What is AI Agent?**</mark>

AI Agent is DoubleTick's built-in assistant that automatically replies to your customers on WhatsApp, 24/7. It uses AI models like GPT-5.4 to read your instructions, learn from your FAQs, and respond to customers — without any manual effort.

It can answer questions, refer to your website content, trigger Bot Studio journeys, connect to external systems via APIs, send rich messages, and hand conversations to a human agent when needed.

No coding or technical knowledge is required.

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#### <mark style="color:$primary;">**How to Access the AI Agent Page**</mark>

<figure><img src="/files/a8f08qyPQysvYujuj6YA" alt=""><figcaption></figcaption></figure>

1. Log in to your DoubleTick dashboard using your phone number and OTP.
2. Hover over the left side of your screen to open the navigation panel.
3. Click the AI Agent icon near the bottom — it looks like a circular bot icon, highlighted in green when active.

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#### <mark style="color:$primary;">**What You See on the AI Agents Page**</mark>

This is your central hub for creating and managing all your AI Agents. The page has two main tabs at the top: Agents and Sessions.

![](/files/HgHNusxjOSW513D12eZG)

The top bar contains the following:

<table><thead><tr><th width="179.86663818359375">Element</th><th>What It Does</th></tr></thead><tbody><tr><td><strong>Agents tab</strong></td><td>Shows the list of all your AI Agents</td></tr><tr><td><strong>Sessions tab</strong></td><td>Shows conversation logs handled by your AI Agents</td></tr><tr><td><strong>Search bar</strong></td><td>Search for an agent by name — filters as you type</td></tr><tr><td><strong>Settings button</strong></td><td>Opens General Settings where you set the Default AI Agent</td></tr><tr><td><strong>Import button</strong></td><td>Import a previously exported agent (JSON file)</td></tr><tr><td><strong>New Agent button</strong></td><td>Create a new AI Agent</td></tr></tbody></table>

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#### <mark style="color:$primary;">**How to Read the Agents List**</mark>

![](/files/DHeCrzECELNfLog0WhiI)

Each row in the table represents one AI Agent. Here is what each column tells you:

<table><thead><tr><th width="180.933349609375">Column</th><th>What It Means</th></tr></thead><tbody><tr><td><strong>Name</strong></td><td>The agent's name</td></tr><tr><td><strong>FAQs</strong></td><td>Number of FAQ pairs in its knowledge base</td></tr><tr><td><strong>Intents</strong></td><td>Number of tools configured</td></tr><tr><td><strong>Sites</strong></td><td>Number of websites linked for reference</td></tr><tr><td><strong>Updated</strong></td><td>Last modified date and time</td></tr><tr><td><strong>Actions</strong></td><td>Icons to export, duplicate, edit, or delete the agent</td></tr></tbody></table>

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#### <mark style="color:$primary;">**What Actions Can You Perform on an Agent?**</mark>

<figure><img src="/files/4GxbJd8hMP0jOw2RGPYj" alt=""><figcaption></figcaption></figure>

Each agent row has **four icons** on the right:

<table><thead><tr><th width="180.93328857421875">Icon</th><th>What It Does</th></tr></thead><tbody><tr><td><strong>Download</strong></td><td>Exports the agent as a JSON file for backup or transfer</td></tr><tr><td><strong>Duplicate</strong></td><td>Creates an exact copy with all settings intact</td></tr><tr><td><strong>Edit (pencil)</strong></td><td>Opens the agent for editing</td></tr><tr><td><strong>Delete (trash)</strong></td><td>Permanently deletes the agent — cannot be undone</td></tr></tbody></table>

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#### <mark style="color:$primary;">**How to Search for an Agent**</mark>

<figure><img src="/files/0leyKDsDkG8mtunUoTY7" alt=""><figcaption></figcaption></figure>

1. Click the **Search bar** at the top of the page.
2. Start typing the agent name.
3. The list filters in real time as you type.

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#### <mark style="color:$primary;">**How to Export an Agent**</mark>

<figure><img src="/files/ewd5WYOdYtNUXjF0BC4x" alt=""><figcaption></figcaption></figure>

Exporting saves your agent as a JSON file on your device. This is useful for creating a backup or transferring an agent to another DoubleTick account.

1. Locate the agent you want to export in the list.
2. Click the Download icon on that agent's row.
3. The JSON file will be saved to your device.

Always export your agent before making major changes so you have a backup.

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#### <mark style="color:$primary;">**How to Import an Agent**</mark>

<figure><img src="/files/A1whw3a8zHO07nsS0YGC" alt=""><figcaption></figcaption></figure>

If you have a previously exported agent (JSON file) — for example, from another DoubleTick account — you can import it instead of building one from scratch.

1. Click the Import button in the top bar.
2. Select the JSON file from your device.
3. The agent will appear in your list with all its configuration intact.

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#### <mark style="color:$primary;">**Summary**</mark>

In this article, you learned what AI Agent is and how it automatically handles customer conversations on WhatsApp. You also learned how to access the AI Agents page, how to read the agents list, how to search for a specific agent, and how to export and import agents. In the next article, we will walk you through how to create a new AI Agent from scratch and configure it step by step.


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# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://learn.doubletick.io/ai-agent/getting-started-with-ai-agent-overview-and-navigation.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.