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📊 Managing Your AI Agents in Wittify.ai

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Overview

This guide explains how to view, manage, and optimize all your AI agents in Wittify.ai — including Text Agents, Voice Agents, and Hybrid Agents — from the main dashboard.
You will learn how to access detailed usage reports, manage conversations, configure settings, run campaigns, and track both text and voice interactions in one place.

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1️⃣ Viewing and Managing Agents from the Main Dashboard

  • Agent List: The main dashboard displays all your agents with their:
    • Names
    • Types (Text, Voice, Hybrid)
  • Actions Menu
    Next to each agent’s name, click the three-dot menu (⋮) to:
    • ✏ Rename — Change the agent’s display name.
    • 📄 Clone — Create an identical copy of the agent, including its configuration and knowledge base.
    • ⏸ Deactivate — Temporarily disable the agent without deleting it.
    • 🗑 Delete — Permanently remove the agent.

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2️⃣ Accessing a Specific Agent’s Dashboard

Click on the agent’s name to enter its dedicated dashboard. Here, you will find:
  • Usage Report — View metrics such as:
    • Number of conversations
    • Minutes of voice calls
    • Other usage data
  • Quick Navigation (Side Menu):
    • 📥 Inbox — View all incoming chats and detailed records of past conversations.
      (Appears in case of text or hybrid agents)
    • 🎙 Inbox – Voice — Audio files from voice calls, with transcription.
      (Appears in case of voice and hybrid agents)
    • 📇 Leads — Contacts captured by the lead generation tool.
      (Only appears if enabled in the “Integrations and Tools” settings)
    • 🎫 Tickets — Any support tickets generated from conversations. (COMING SOON)
    • ⚙ Agent Settings — Update basic configuration, appearance, knowledge base, tools, and deployment.

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3️⃣ Understanding the Inbox

The inbox layout changes depending on the agent type:
Agent TypeInbox Content
Text AgentSingle inbox for all chat conversations.
Voice AgentSingle inbox for voice recordings and transcripts.
Hybrid AgentTwo inboxes: one for chat history, one for voice recordings.
Voice Recordings:
  • Each call entry shows:
    • Date and time of the call
    • Transcript
    • Option to Show/Hide Transcription for clarity

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4️⃣ Chat Display and Filtering

  • Source Tags: If the agent is connected to different channels, each chat has a small icon or tag showing its source:
    • 🌐 Web
    • 📱 WhatsApp
    • 💬 Messenger
    • 📸 Instagram
  • Filtering by Source:
    • At the top of the inbox, use the channel selector to filter by a specific source.
  • Opening a Conversation:
    • View full conversation transcript
    • Play back voice calls (for voice and hybrid agents)
    • See time-stamped messages

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5️⃣ Inbox Tools

From the inbox you can:
  • 🔍 Search conversations by keyword, customer name, or email.
  • ↕ Sort by newest, oldest, or other filters.
  • 🗂 Filter by tags, status, or channel.
  • 🗑 Delete unwanted conversations.

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6️⃣ WhatsApp Campaigns (Text Agents Only)

Text agents can be connected to WhatsApp, and you can send WhatsApp campaigns via Wittify:
  1. You will see an option to Send WhatsApp Campaigns.
  2. Requirements:
    • Verified Meta WhatsApp Business account
    • Credit card linked to Meta to purchase message credits
  3. How It Works:
    • You send messages to selected contacts
    • Customers reply directly to the campaign
    • Your AI agent responds to inquiries in real-time
💡 Note:
From the inbox, you can review all conversations and at any point you can:
  • Disable AI response and take over manually
  • Resume AI to reply to following messages
  • This applies to any text conversation, including Messenger and Instagram

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🎙 Multimedia Conversations

One of the great features we have is that users on WhatsApp, Instagram, and Messenger can:
  • Send voice messages instead of typing
  • Attach pictures (agent can see and reply accordingly)
  • (Coming Soon) Upload other document types
📌 All voice notes and images appear in the chat history.

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7️⃣ Lead Generation Tool

If you enabled Lead Generation for the agent:
  • A Leads tab will appear inside the inbox.
  • Each captured lead includes:
    • Customer name
    • Email address
    • Phone number
    • Source channel
  • Leads can be exported or managed directly in the dashboard.

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8️⃣ Reviewing and Updating Agent Settings

From the agent dashboard, you can:
  • Open Agent Settings to modify:
    • Basic Configuration
    • Appearance
    • Voice Settings (for voice/hybrid)
    • Knowledge Base
    • Integrations & Tools
    • Deployment options
  • Deactivate or delete the agent if it’s no longer needed

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✅ Tip

For Hybrid Agents, remember:
  • You have both chat and voice interaction tracking in one place
  • This allows you to analyze customer engagement across formats without switching tools