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AI Agent Guide: Basics

This guide explains how to configure and refine an AI agent on the Flametree portal using a production-oriented approach. Each section explains what configuration controls, why it matters, and how to apply best practices. By the end of this guide, you will be able to structure configurations, evaluate conversations, and iteratively improve agent performance.

While the Advanced Mode tutorial helps you launch your first AI agent, this guide focuses on designing stable and predictable agent behavior.

An AI agent in Flametree is configured through several key areas that together define how it behaves during conversations:

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Flametree offers two agent creation modes:

  • The Simplified Mode (default) offers a visual, no-code interface with four intuitive tabs.
  • The Advanced Mode provides full access to YAML workflow configuration, custom API tools, and complex state machines.

This tutorial covers the Advanced Mode setup. You can switch between modes using the toggle at the top of the agent screen.

Agent Build Flow​

  1. Identity — defines the agent's role, area of expertise, and the organization it represents.
  2. Speech Style and Language — defines how the agent communicates with customers: tone of voice, formality, supported languages, and language-switching behavior.
  3. Task — describes the agent's primary objective and operational boundaries.
  4. Workflow — controls conversation logic, available tools, and interaction flow across states.
  5. Knowledge Sources — include the Fast Access Knowledge Base (on the screenshot below) and external Knowledge Bases used to answer customer questions.
  6. Conversation Results — specify which data the agent collects during interactions for follow-up and reporting.
  7. Testing and Analytics — provide session history, logs, and performance insights used to evaluate and refine agent behavior.

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