How to Set Up an AI Agent in Flowmors

AI Agents can handle routine customer conversations 24/7—answering FAQs, qualifying leads, and updating your CRM. Here's how to set one up.

Choose a Use Case

Start with a clear use case: ad enquiry handling, FAQ answers, appointment booking, or lead qualification. Flowmors offers templates for common scenarios.

Configure the Agent

Define the agent's knowledge base, tone, and routing rules. Set guardrails for accuracy and safety. Specify when to hand off to a human. Test with sample conversations.

Deploy and Monitor

Deploy to your chosen channels. Monitor performance—response quality, handoff rate, conversion. Iterate based on real conversations. AI Agents improve with feedback.

Best Practices

Keep knowledge bases updated. Use clear, concise instructions. Set realistic expectations. Combine AI with human oversight for high-stakes conversations.