Overview
Agent Node is a node that has its own instructions, using tools you've given it access to, until it is permitted to exit. There are 3 things to learn about the Agent Node.
Instructions → how to instruct your agent on how to act, what to do
Allowed Tools → how to give your agent access to tools it needs, when it needs them
Exits → when you want to exit a specific agent node, moving on to the next node that may have different tools and instructions
Instructions
Agent Nodes follow your global instructions set up within your Job Flow Settings, but you can also add specific instructions within each agent node. You can clarify how it should use tools, exits and fields.
Sections
You insert instructions by adding a new Section. Sections are organized texts for you to explain how the agent should behave. Sections can be organized however you want. Instead of typing a giant block of text, think about how you can break larger instructions into separate categories. Here's an example 👇
Agent Nodes, like real people, have an easier time reading text that organized neatly.
@ Mentioning Things
You can type the "@" character to pull up items for reference. Use this to mention variables, tools and exits.
@ → variables
@@ → tools
@@@ → exits
The Agent will do its best to use the tools and exits it has been granted access to, but explicityly mentioning how and when you want it to use these within the instructions can be rather helpful and improve reliability.
You will see an error if you try to @-mention a tool or exit that has been removed from this agent node
Tools
Tools are things your Agent Node can use to take action externally. Booking appointments, gathering availability, using custom tools... Without tools enabled your Agent Node is simply a chatbot that can do nothing. Learn more about tools HERE.
Exits
Exits are situations where you want to be able to exit from the Agent Node. A good example is a specific Agent Node you've created without access to the Book Appointment Tool when a lead is qualified to move onto another Agent Node that does have access to the Book Appointment Tool.
Creating Exits
Click the Exits button and then Add Exit to add a new exit path. This exit will not be used until it is explained via @@@-mentioning when the Agent should use the exit within the Agent Node or if tag / list rules exist.
You will see this warning below if you have created an exit with no tag / list rules and haven't explained how / when your agent node should trigger the exit within you agent node prompt sections.
Exit Tag / List Rules (optional)
Exit Tags (or lists depending on source type), if set, will cause the lead chatting to immediately exit from this Agent Node if we detect the tag combination specified exists. With this, you can take action within your CRM automations that add or remove tags, exiting leads from their current Agent Node.
Example → Remove them from the QUALIFY agent node if they contain the tag "already booked"... maybe they booked an appointment already from your website.
You must @@@-mention an exit to explain to the Agent Node how to use an exit and/or choose tag/list rules for the exit to ever trigger.
Settings
If you're looking to unlock the full potential of the Agent Node, we give you the ability to access the following through the Settings...
Thinking Mode
Intelligence Level Max
Remove Limits
Unlocking any of these will increase your cost per message while on this node. For Agency Plans that means you will be charged more than $0.012 per message. This is still re-billable as we will charge based on message segments.
Once segment of an unlocked agent node is considered to be $0.01 cost to CloseBot. Therefore, if it costs CloseBot $0.015 to send a message for your unlocked Agent Node, you will be billed 1.5 message segments.
EXAMPLE → If a message of an unlocked agent node is 2 segments, you will be billed for 2 messages. Your re-billed clients will also be re-billed based on your re-billing settings for 2 messages in order for that 1 message to send.
In a similar way, business plans will deplete their message usage quicker when using an unlocked agent. Each message segment counts toward your message limit quota per your account.
Thinking Mode
Thinking mode will allow your agent to think before responding. The though process will be displayed for you to view later, but this thinking will also improve the quality of the replies.
Intelligence Level Max
Unlocking this will allow CloseBot to select the most advanced model(s) from your selected AI Providers.
Remove Limits
This will allow you to connect an unlimited* number of tools for your Agent Node and an unlimited* character count within your agent node instructions.
*Note: We will limit on the backend if you hit limits with the AI Providers
Summary
The agent node has become the most powerful tool in your toolbox. It can be used to replace every other node that previously caused the bot to reply...
Objectives, statements, booking node, conversation node, etc. all can be made out of this one Agent Node. Learn more about tools for the agent node HERE.