AI Agents - Creating a Triage AI that Forwards to Another AI

Creating a generalist agent that forwards the service to specialized AIs.

Configuring 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 correctly, some elements are essential:

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

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

Below, we present a minimal configuration required to perform the transfer between AIs:

Testing automation

To verify if the automation is working correctly, you can check the lead's history. There, you will be able to see whether the actions were executed as expected or if any error occurred during the process.