Getting Started with AI Agent — Overview and Navigation
What is AI Agent?
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.
How to Access the AI Agent Page
Log in to your DoubleTick dashboard using your phone number and OTP.
Hover over the left side of your screen to open the navigation panel.
Click the AI Agent icon near the bottom — it looks like a circular bot icon, highlighted in green when active.
What You See on the AI Agents Page
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.
The top bar contains the following:
Agents tab
Shows the list of all your AI Agents
Sessions tab
Shows conversation logs handled by your AI Agents
Search bar
Search for an agent by name — filters as you type
Settings button
Opens General Settings where you set the Default AI Agent
Import button
Import a previously exported agent (JSON file)
New Agent button
Create a new AI Agent
How to Read the Agents List
Each row in the table represents one AI Agent. Here is what each column tells you:
Name
The agent's name
FAQs
Number of FAQ pairs in its knowledge base
Intents
Number of tools configured
Sites
Number of websites linked for reference
Updated
Last modified date and time
Actions
Icons to export, duplicate, edit, or delete the agent
What Actions Can You Perform on an Agent?
Each agent row has four icons on the right:
Download
Exports the agent as a JSON file for backup or transfer
Duplicate
Creates an exact copy with all settings intact
Edit (pencil)
Opens the agent for editing
Delete (trash)
Permanently deletes the agent — cannot be undone
How to Search for an Agent
Click the Search bar at the top of the page.
Start typing the agent name.
The list filters in real time as you type.
How to Export an Agent
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.
Locate the agent you want to export in the list.
Click the Download icon on that agent's row.
The JSON file will be saved to your device.
Always export your agent before making major changes so you have a backup.
How to Import an Agent
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.
Click the Import button in the top bar.
Select the JSON file from your device.
The agent will appear in your list with all its configuration intact.
Summary
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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