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Uniconnect AI Agents – FAQs

What are Uniconnect AI Agents?​

They are customizable AI assistants that can perform tasks, chat, or interact via voice. Agents are configured with roles, execution modes, and knowledge bases to fit your workflows.

Where do I manage AI agents?​

In the Agent Management section of your Uniconnect dashboard.

What roles can I assign to agents?​

Roles like Support, Sales, Workflow Automation, Operations, or any role aligned with your organizational needs.

What is Execution Mode?​

Defines how the agent operates:

  • Task Agent → Executes single tasks (best for automation).
  • Chat Agent → Conversational guidance and queries (best for support).
  • Voice Agent → Voice-driven interaction (best for call centers or field teams).

How do I connect an agent to knowledge bases?​

In the Knowledge Base tab, select sources (e.g., Attachments, Contacts, CRM) → Click Save.

Yes, you can select multiple sources to give agents broader context.

What’s an example of a Customer Support Agent?​

Role: Support → Group: Customer Service → Knowledge Base: Attachments + CRM → Function: Answers customer queries with contextual data.

Can agents automate workflows?​

Yes, a Task Agent linked to internal documents can handle repetitive tasks like report generation.

Can agents work with voice?​

A: Yes, a Voice Agent can provide hands-free access to client information, ideal for sales or field teams.

Can agents access all system data?​

No, agents only access data permitted by your role, group, and module permissions.

Why don’t I see any agents in the list?​

The Agents List shows “No data” until you create agents.

Why is my agent not responding correctly?​

Check if the correct execution mode and knowledge bases are configured. Re-test after adjustments.

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