Talemo Docs

Built-in agents

On this page

Two agents

  • The assistant helps the team in the app and the web version. It acts for the person who writes to it and has no more rights than that person (see The assistant).
  • The online admin answers clients in the business's chats by itself. It is a member of the business with rights of its own. The owner and the administrators of the whole business give them, no wider than their own.

Template and released version

Talemo writes the agents. Each agent has a template, and each template has versions. A version stays once it exists, and the version in force is the one Talemo has released. Rolling back means releasing the earlier version again. Talemo staff add and release versions in their own admin tool. The business does not edit a template.

A business gets the released version the next time its agent starts. A run that is already going finishes on the version it started with.

What the business sets

For the assistant:

  • how it asks permission (see Assistant mode);
  • which roles may give it work and see what it did;
  • the monthly AI spending limit (see Spend of a run).

For the online admin, in What the online admin may do and in each chat:

  • the rights themselves. It answers only where it has been given them, and Take the rights back stops it answering in every channel. Chats, cards and visits stay as they are, and the rights can be given again at any time;
  • the branches the rights work in;
  • the mode of each chat: On its own, Only drafts or Off;
  • the most it may spend in a day, set together with the rights;
  • the knowledge it answers from (see How the online admin uses the knowledge).

Over MCP talemo_get_agent_grant shows what the online admin may do.

What the online admin never does

The page lists it: it does not connect keys or channels and does not give rights to anyone, and it does not see or change money, the team and roles. It also cannot cancel a visit by itself. It can only ask the people of the business, even when the client asks for the cancellation.

One more difference

The assistant works for one person at a time and keeps one conversation with each. The online admin works for the business and takes one turn at a time in each chat. Both leave their work in runs (see Run).

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