Agent profiles

Teach each agent how your business talks and works.

Updated

Available nowATLAS
Overview

What Agent profiles is.

Each agent has a profile with tone, goals and rules. Changes are versioned so you can preview a reply first and restore an earlier version.

  • Edit tone, goals and do-not-do rules per agent.
  • Preview a reply before you save changes.
  • Restore an earlier version any time.
  • Copy a profile to another company.
How it works

Step by step.

Steps marked Rolling out are not available for every account yet.

  1. Step 1

    Edit tone, goals and do-not-do rules per agent.

  2. Step 2

    Preview a reply before you save changes.

  3. Step 3

    Restore an earlier version any time.

  4. Step 4

    Copy a profile to another company.

Connections

What it works with.

Runs inside your Axiom Helm workspace. No outside account is needed.

Agents

Who does the work.

Actions that need your approval wait for you, whichever agent prepares them.

  • ATLASPlans the request, routes it to the right specialist and holds anything that needs your approval.
Questions

Agent profiles questions

Questions & answers

What to know about Axiom Helm.

Teach each agent how your business talks and works. Edit tone, goals and do-not-do rules per agent. Preview a reply before you save changes. Restore an earlier version any time. Copy a profile to another company.