> For the complete documentation index, see [llms.txt](https://learn.doubletick.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://learn.doubletick.io/doubletick-ai.md). # DoubleTick AI - [AI agent](https://learn.doubletick.io/doubletick-ai/ai-agent.md) - [OpenAI Plans vs API Credits — Which One Should You Choose?](https://learn.doubletick.io/doubletick-ai/ai-agent/openai-plans-vs-api-credits-which-one-should-you-choose.md) - [How Much Does One OpenAI API Call Cost?](https://learn.doubletick.io/doubletick-ai/ai-agent/how-much-does-one-openai-api-call-cost.md) - [ChatGPT Plus vs Pro — Do They Include API Credits?](https://learn.doubletick.io/doubletick-ai/ai-agent/chatgpt-plus-vs-pro-do-they-include-api-credits.md) - [How to Buy OpenAI API Credits and Add a Payment Method](https://learn.doubletick.io/doubletick-ai/ai-agent/how-to-buy-openai-api-credits-and-add-a-payment-method.md) - [How to Create an OpenAI Secret API Key and Connect It to DoubleTick](https://learn.doubletick.io/doubletick-ai/ai-agent/how-to-create-an-openai-secret-api-key-and-connect-it-to-doubletick.md): Follow these steps to generate a secure OpenAI API key and integrate it with DoubleTick. - [Getting Started with DoubleTick's AI Agent](https://learn.doubletick.io/doubletick-ai/ai-agent/getting-started-with-doubleticks-ai-agent.md) - [AI Agents: Page Overview and Management](https://learn.doubletick.io/doubletick-ai/ai-agent/ai-agents-page-overview-and-management.md): Learn how to access the AI Agents page, find your agents, and manage, import, export, or duplicate them. - [How to Create a New AI Agent](https://learn.doubletick.io/doubletick-ai/ai-agent/how-to-create-a-new-ai-agent.md): Learn how to create a new AI Agent from scratch, what you see inside an agent, and the five tabs you need to configure before going live. - [Set up your AI agent's instructions](https://learn.doubletick.io/doubletick-ai/ai-agent/how-to-create-a-new-ai-agent/set-up-your-ai-agents-instructions.md): Learn what the Instructions tab is, how to write a system prompt for your AI Agent, and how to use the text editor, formatting options, and content navigation. - [Build your AI agent's knowledge base](https://learn.doubletick.io/doubletick-ai/ai-agent/how-to-create-a-new-ai-agent/build-your-ai-agents-knowledge-base.md): Learn how to add FAQs, import FAQs in bulk, connect websites, upload files (PDF, Excel, CSV), and manage your agent's knowledge base so it can answer customer questions accurately. - [Give your AI agent tools to take action](https://learn.doubletick.io/doubletick-ai/ai-agent/how-to-create-a-new-ai-agent/give-your-ai-agent-tools-to-take-action.md): Learn what tools are, the different types of tools available, and how to enable, disable, edit, and delete tools in your AI Agent. - [Bot tool](https://learn.doubletick.io/doubletick-ai/ai-agent/how-to-create-a-new-ai-agent/give-your-ai-agent-tools-to-take-action/bot-tool.md): Learn what Bot Tools are, how to create them, how to add parameters, and how to build their Bot Studio journeys — with three real examples from simple to advanced. - [API tool](https://learn.doubletick.io/doubletick-ai/ai-agent/how-to-create-a-new-ai-agent/give-your-ai-agent-tools-to-take-action/api-tool.md): Learn what API Tools are, when to use them, how to create them, how to configure the API connection, and how to test them — with real examples for GET and POST requests. - [Pre-call tool](https://learn.doubletick.io/doubletick-ai/ai-agent/how-to-create-a-new-ai-agent/give-your-ai-agent-tools-to-take-action/pre-call-tool.md): Learn how Pre-call Tools automatically retrieve caller background information from DoubleTick and external systems to deliver contextualized, personalized AI voice interactions. - [Improve your AI agent with unresolved intents](https://learn.doubletick.io/doubletick-ai/ai-agent/how-to-create-a-new-ai-agent/improve-your-ai-agent-with-unresolved-intents.md): Learn what unresolved intents are, how to read the unresolved intents table, and how to use this tab to continuously improve your AI Agent's accuracy. - [Configure your AI agent's settings](https://learn.doubletick.io/doubletick-ai/ai-agent/how-to-create-a-new-ai-agent/configure-your-ai-agents-settings.md): Learn how to select the AI model, set conversation memory, configure reasoning effort, enable web search, set up the fallback behaviour, add custom fields, and configure voice settings. - [How to Monitor and Review Your Agent's Conversations](https://learn.doubletick.io/doubletick-ai/ai-agent/how-to-monitor-and-review-your-agents-conversations.md): Learn how to access the Sessions tab, how to search and filter sessions, how to review a conversation in detail, and how to use session data to improve your agent. - [AI calling](https://learn.doubletick.io/doubletick-ai/ai-calling.md) - [Getting Started with AI Calling: What You Need to Share Before Onboarding](https://learn.doubletick.io/doubletick-ai/ai-calling/getting-started-with-ai-calling-what-you-need-to-share-before-onboarding.md) - [How to Create a Voice AI Agent in DoubleTick](https://learn.doubletick.io/doubletick-ai/ai-calling/how-to-create-a-voice-ai-agent-in-doubletick.md): Learn how to create a Voice AI Agent that can handle customer calls automatically — from selecting the voice model and writing voice instructions to adding FAQs and configuring tools. - [How to Test Your Voice AI Agent](https://learn.doubletick.io/doubletick-ai/ai-calling/how-to-test-your-voice-ai-agent.md): Learn how to test your Voice AI Agent by making a real call, what scenarios to test, and how to refine your agent based on the results. - [How to Create WhatsApp Voice Call Campaigns](https://learn.doubletick.io/doubletick-ai/ai-calling/how-to-create-whatsapp-voice-call-campaigns.md) - [AI Chat Summary](https://learn.doubletick.io/doubletick-ai/ai-chat-summary.md) - [AI-Powered Truly Awaiting Reply](https://learn.doubletick.io/doubletick-ai/ai-powered-truly-awaiting-reply.md): A Smarter Way to Manage Pending Conversations - [Understanding AI Custom Field](https://learn.doubletick.io/doubletick-ai/understanding-ai-custom-field.md) - [How to Create an AI Custom Field](https://learn.doubletick.io/doubletick-ai/understanding-ai-custom-field/how-to-create-an-ai-custom-field.md) - [How AI Custom Fields Support Business Operations](https://learn.doubletick.io/doubletick-ai/understanding-ai-custom-field/how-ai-custom-fields-support-business-operations.md) - [CX Overview](https://learn.doubletick.io/doubletick-ai/cx-overview.md) - [How to Access CX Overview and Understand the Dashboard](https://learn.doubletick.io/doubletick-ai/cx-overview/how-to-access-cx-overview-and-understand-the-dashboard.md) - [How to Configure an AI Custom Field Issue in CX Overview](https://learn.doubletick.io/doubletick-ai/cx-overview/how-to-configure-an-ai-custom-field-issue-in-cx-overview.md) - [How to Create a Custom Trigger Issue in CX Overview](https://learn.doubletick.io/doubletick-ai/cx-overview/how-to-create-a-custom-trigger-issue-in-cx-overview.md) - [AI Writing Assistance in Your Inbox](https://learn.doubletick.io/doubletick-ai/ai-writing-assistance-in-your-inbox.md) --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## 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, and the optional `goal` query parameter: ``` GET https://learn.doubletick.io/doubletick-ai.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. 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