AI Agents - Creating a Screening AI with Routing to Another AI

Creating a generalist agent that routes support to specialized AIs.

Setting up the Run Automations skill

To transfer from one AI to another, it is necessary to enable the skill and configure a new Agent Automation. For this automation to work properly, some elements are essential:

• Agent Condition: Clearly define the criteria based on the lead fields or the content of the messages. For example: when the lead shows interest in a specific product or requests contact with a department of the company.

• Agent Action: The automation must include the action "Start AI Agent". When this action is executed, the current AI will be ended and the specialist agent will be started automatically.

Below, we present the minimum configuration required to carry out the transfer between AIs:

Testing automation

To verify whether the automation is working correctly, it is possible to consult the lead history. There, you can check whether the actions were executed as expected or whether an error occurred during the process.