# Using Intent Filters in DoubleTick AI Agent ### 1. What Are Intent Filters? Intent Filters allow the AI Agent to understand the purpose of a customer’s message and extract useful details from it. For example, if a customer writes:\ \&#xNAN;**“I want to buy a property in Dubai. My budget is 5 million.”** The Intent Filter helps the AI identify: * What the customer wants (Intent → *Buy Property*) * What information is present (Budget, Area, Property Type, Bedrooms, etc.) * What information is missing (for example, preferred timeframe) Intent Filters ensure that the AI Agent responds correctly and gathers required details in a structured way. *** ### **2. Where to Find Intent Filters** You can access and manage Intent Filters directly from your AI Agent settings.\ Follow these steps: 1. **Log in to DoubleTick**\ Use your login number and the OTP sent to your WhatsApp. 2. **Open the Left Navigation Menu**\ Hover your cursor on the left side to expand the menu. 3. **Navigate to “AI Agent”**\ Click on **AI Agent** to view all the AI bots you have created. 4. **Select the AI Bot You Want to Edit**\ Hover over the bot name → click on the bot you want to configure.\ This will open the bot’s main settings. 5. **Open Intent Filters**\ At the top of the bot screen, you will see the **Intent Filters** tab.\ Click on it to view, create, or edit Intent Filters. Now you're inside the Intent Filter workspace, where you can add new filters or edit existing ones.

This page displays all existing Intent Filters and provides options to add new ones or edit existing ones. *** ### **3. How to Create an Intent Filter** Click **Add Intent Filter** to open the creation screen.

You will see the following fields:

*** #### **3.1 Intent Name**

Provide a simple name that identifies the purpose of the intent.\ Example: **Create\_Lead**, **Edit\_Requirement**, **Appointment\_Request**. *** #### **3.2 Description**

Add a short explanation describing when this intent should be triggered.\ Example:\ “Triggered when a customer mentions they want to buy a property.” *** #### **3.3 Parameters**

Parameters define the details you want to extract from the customer’s message. Each parameter contains: **• Name** The internal label used for the value.\ Example: `budget_aed`, `location`, `property_type`. **• Type** Choose the correct type based on expected data: * **String** (text)\ For names, areas, comments.\ Example: “Dubai Marina”, “Palm Jumeirah”. * **Number**\ For numeric values.\ Example: 5000000 (budget), 3 (bedrooms). * **Options**\ When the answer must be selected from a fixed list.\ Example: Apartment / Townhouse / Villa. **• Required Toggle** * **ON** → The AI must collect this value every time. * **OFF** → The AI will collect it only if the customer mentions it. Use **Required** for information that is necessary for your team.\ Use **Optional** for information that is helpful but not mandatory. *** ### **4. How the Intent Filter Works** Once saved, the AI Agent starts using the Intent Filter automatically. Example customer message:\ \&#xNAN;**“I want a 3-bedroom villa in Dubai. Budget 5 million.”** The AI will: 1. Detect the correct Intent 2. Extract available values (Budget, Bedrooms, Property Type, Area) 3. Ask follow-up questions only for missing required fields This ensures consistent and complete data collection. *** ### **5. Creating a Journey After Intent Detection** After capturing an intent, you can define what should happen next using a **Journey**. Click **View Journey** next to your Intent Filter. This opens a flow builder similar to Bot Studio.

Inside the Journey, you can configure: * Follow-up questions * Saving extracted details * Assigning the chat to a team member * Adding tags * Sending information or catalog items * Triggering Conversions API events (if relevant) * Closing the conversation The Journey helps create a complete workflow after the AI understands the customer’s intention. *** ### **6. Testing Your Intent Filter** Use the testing panel on the right side of the Intent Filter screen.

Type any test message to verify: * Whether the correct intent is detected * Whether parameters are extracted correctly * Whether required fields are asked for * Whether the Journey starts as expected Testing ensures the Intent Filter works correctly before you use it in live customer conversations. *** ### **7. Summary** Intent Filters help your AI Agent: * Understand what the customer wants * Extract necessary details from messages * Avoid asking unnecessary or repeated questions * Trigger the correct follow-up journey * Maintain consistent data collection Journeys then define what should happen next, creating a smooth and automated experience for your customers and your team. --- # 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/using-intent-filters-in-doubletick-ai-agent.md?ask= ``` 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.