Wayfound
  • Welcome to Wayfound
  • Key Concepts
  • Getting Started
  • Manager
    • Performance
    • Overview
    • Alignment
    • Meetings
    • Report Sharing
  • User Feedback
  • Agent Management Best Practices
  • Agents
    • The Agents Page
    • Definition
    • Guidelines
    • Connecting Agents
    • Connecting Tool Calls
    • Connecting User Feedback
    • Connecting other Events
    • OpenTelemetry Event Data
  • Sessions
    • Recordings
    • Suggestions
    • Link Clicks
  • Visitors
  • Settings
    • Organizations
    • User Management
    • Integrations
      • HubSpot Integration
      • Salesforce Integration
    • Actions
  • API
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On this page
  • Planning and Building Your Agent
  • Connecting your agents to Wayfound
  • Managing your agent
  • Using advanced features
  • Don't have an agent yet? You can build one on Wayfound

Getting Started

Planning and Building Your Agent

Before building your agent, carefully plan its purpose and requirements:

  1. Define your use case: Focus on specific, single-task applications. Keep the scope narrow and let other agents or humans handle different tasks in a larger network of intelligence.

  2. Set clear objectives: Identify the desired outcomes from agent interactions.

  3. Plan capabilities: Determine the knowledge, behavior, and tools your agent needs to complete the desired tasks and how to equip the agent with them.

  4. Build your agent: Use one of many available agent builders like LangChain to build your agent. Once your agent is built, you can connect it to Wayfound.

Connecting your agents to Wayfound

  1. Add your agent to the platform: Navigate to The Agents Page, click Connect Agent, and give it a name.

  2. Create an API Key. Users with admin status can create an API key on the API page.

  3. Integrate your agent: Add Wayfound to your external agent using the Connecting Agents

Managing your agent

Once your agent is connected you can use the AI Manager to monitor and improve its performance on the Performance page.

  1. Knowledge: check knowledge gaps and fill them if necessary by adding missing information

  2. User Satisfaction: Check user satisfaction scores and investigate any low ratings

  3. Issue management: Examine potential issues raised by the AI Manager

  4. Follow-up analysis: Delve deeper into agent performance by chatting with the AI Manager. You can start with questions recommended by Wayfound.

Using advanced features

Once your agents are running and managed, you can leverage Wayfound's full capabilities such as:

  1. Interaction-level analysis: Use Recordings to review specific user conversations.

  2. Engagement tracking: Monitor Link clicks during agent interactions.

  3. Cross-agent collaboration: Set up agent meetings to produce organizational insights.

Don't have an agent yet? You can build one on Wayfound

When using Wayfound's native tools, follow these steps:

  1. Create new agent: Navigate to The Agents Page to start a new project. Click the link to build an agent in Wayfound.

  2. Configure the agent: Add relevant Knowledge and define the appropriate Behavior

  3. Set up actions: Implement necessary Actions for your use case.

  4. Configure directives: Add or confirm that your organization's Alignment align with your agent's context.

  5. Customize the visuals: Use the Design page to polish the agent's appearance.

  6. Test and refine: Thoroughly Test your agents before publication.

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Last updated 2 months ago