Building Agents

An agent in Zimmer is built across four tabs: Template, Knowledge, Journey, and Settings.

Agent Types

Zimmer supports two types of agents:

• Knowledge Agents — Chat-powered agents that interact with users in real time. Ideal for support, recommendations, lead capture, and Q&A. They have four parts: Template (visual design), Journey (conversation flow), Knowledge (data sources), and Settings (AI behavior).

• Action Agents — Autonomous agents that run in the background on triggers (schedules, webhooks, data changes). Ideal for automation, monitoring, document generation, and API orchestration. See Action Agents for details.

Building a Knowledge Agent

Work through the tabs in order when setting up a new agent:

1. Template — set the visual appearance in Template Studio
2. Knowledge — link knowledge bases and product catalogs
3. Journey — build the conversation flow
4. Settings — configure AI behaviour, guardrails, and deployment