> 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/ai-agent/getting-started-with-doubleticks-ai-agent.md).

# Getting Started with DoubleTick's AI Agent

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

AI Agent is DoubleTick's built-in AI assistant that helps you automatically handle customer conversations on WhatsApp, without requiring a human agent for every interaction.

You can train your AI Agent using your business information, such as FAQs, website content, product or service details, policies, and instructions. It uses this information to understand customer questions, provide relevant responses, and take actions during a conversation.

The AI Agent can work across different stages of the customer journey — from answering an initial enquiry and qualifying a lead to booking an appointment, collecting information, and handing the conversation to a human agent when needed.

{% hint style="info" %}
No coding or technical knowledge is required to create and configure an AI Agent.
{% endhint %}

***

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

Your AI Agent can do more than answer FAQs. Depending on how you configure it, it can understand customer requests, use your business knowledge, take actions, and move a conversation forward.

Here are some of the things your AI Agent can do:

<table data-header-hidden><thead><tr><th width="219.00006103515625"></th><th></th></tr></thead><tbody><tr><td><strong>Capability</strong></td><td><strong>What the AI Agent can do</strong></td></tr><tr><td><strong>Answer customer questions</strong></td><td>Respond to customer queries using your FAQs, website content, policies, and other knowledge sources.</td></tr><tr><td><strong>Understand voice notes</strong></td><td>Convert customer voice notes into text, understand the message, and respond accordingly. Voice notes are supported in multiple languages.</td></tr><tr><td><strong>Qualify leads</strong></td><td>Ask relevant questions, collect details such as requirements or preferences, and help identify qualified leads.</td></tr><tr><td><strong>Recommend products or services</strong></td><td>Use the information available to suggest the right product, service, or option based on the customer's needs.</td></tr><tr><td><strong>Take actions</strong></td><td>Trigger configured actions, connect with external systems through APIs, and perform tasks based on the conversation.</td></tr><tr><td><strong>Trigger Bot Studio journeys</strong></td><td>Start relevant Bot Studio journeys based on customer conversations and conditions.</td></tr><tr><td><strong>Capture customer information</strong></td><td>Collect important customer details and save them as structured information in DoubleTick when configured.</td></tr><tr><td><strong>Handle multiple languages</strong></td><td>Understand and respond to customers in supported languages, including multilingual conversations.</td></tr><tr><td><strong>Send rich messages</strong></td><td>Share supported rich content such as images, documents, or other configured message types.</td></tr><tr><td><strong>Hand over to a human agent</strong></td><td>Transfer a conversation to your team when the AI Agent needs human assistance or when a handoff is configured.</td></tr></tbody></table>

> **Note:** Voice note support is currently being rolled out gradually and may not be available on every account. Contact the DoubleTick Support Team to enable this feature.

***

#### <mark style="color:$primary;">**How Does the AI Agent Work?**</mark>

At a high level, the AI Agent follows four steps:

**1. Understand the customer**\
It reads the customer's message and identifies what they are trying to achieve.

**2. Refer to your business information**\
It uses the knowledge, instructions, FAQs, websites, and other sources you have provided.

**3. Respond or take action**\
Based on your configuration, it can answer the customer, ask follow-up questions, trigger a workflow, call an external system, or perform another configured action.

**4. Hand over when needed**\
When the conversation requires human intervention, the AI Agent can hand it over to a team member.

This allows your AI Agent to handle conversations from the initial enquiry through to the next step, while keeping your team involved whenever necessary.


---

# 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/ai-agent/getting-started-with-doubleticks-ai-agent.md?ask=<question>&goal=<endgoal>
```

`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.

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.