Independent Agent Configuration

Configure Every Agent Around One Clear Job.

Configure my Agents See what each Agent controls

Set each Agent’s flow, goal, instructions, and conversation rules independently—without forcing every customer conversation into one generic setup.

Per-Agent setupClear boundariesHuman handoff ready

Dealism Agent Setup showing the Winny sales Agent, its customer conversation, objective, tone, and conversation behavior settings

One workspace. Distinct responsibilities.

What Is Independent AI Agent Configuration?

Each Agent gets its own operating direction: where it belongs, what result it should work toward, how it should respond, and when a person should join.

The benefit is focus. A product guide can clarify fit. A qualification Agent can collect the details Sales needs. A customer-care Agent can use approved support information. They can live in the same Dealism workspace without sharing one vague objective.

This is the configuration layer behind the AI Customer Agent. It gives each Agent a clear job while your business keeps control of knowledge, channel rules, and human judgment.

Build a focused Agent

The anatomy of a focused Agent

Four Settings Shape How Each Agent Works

Where it works

Choose the Agent and its flow

Create or select the Agent for this responsibility, then connect it to the conversation flow where it belongs.

Product example

New product inquiry → Winny

AI Agents

Choose the Agent for this responsibility

1 selected

Dealism AI Agents menu with Create Agent and Winny selected

Selected flow

New Contact

Product questions

Assigned Agent

Winny

What success means

Give the Agent one objective

Define the result this Agent should work toward. A focused objective is easier to recognize, test, and refine.

Product example

Recommending Products and Driving Conversions

Dealism Agent Setup page showing the Objective configuration

One clear objective

How it approaches the job

Shape its identity and instructions

Set the business, product or service, name, avatar, tone, and working direction customers should experience.

Product example

Helpful, upbeat, clear, and focused on the next useful choice.

Basic Info

Identity, product, avatar, and tone

Agent-specific

How it stays in bounds

Set the conversation behavior

Use the playbook and business boundaries to shape reply steps, then keep a human path ready when the Agent should not decide alone.

Product example

Identify needs · Use approved information · Hand off exceptions

Dealism Agent Setup Conversation Behavior and Playbook settings

Dealism handoff state inviting the team to continue with the client

Keep the team ready for the conversation.

Each setting belongs to the selected Agent. Changing one Agent’s job does not require turning every other Agent into the same kind of assistant.

Set my Agent direction

Focus is easier to test

One Agent should not have to be everyone.

When one Agent must sell, troubleshoot, qualify, follow up, negotiate, and handle every exception, its goals conflict and its rules become harder to review.

See focused examples

Examples, not required templates

Three Agents Can Serve Three Different Moments

Product guide

“Which option fits a two-person team?”

Compare approved options, ask which channels matter, and guide the customer toward the appropriate next step.

Goal: Clarify fit and recommend.

New-inquiry qualifier

“Can your team help with five locations?”

Collect the location, timing, service, and scale details your business needs before the conversation moves to Sales.

Goal: Prepare the context Sales needs.

Customer care

“I tried the setup twice. What should I do?”

Use approved troubleshooting information, ask one focused question, or involve a person when the issue is undocumented.

Goal: Resolve safely or hand off clearly.

The principle

“Different job. Different direction.”

Create another Agent only when the goal, instructions, or conversation rules need to be meaningfully different.

Goal: Keep the system understandable.

Create my first focused Agent

Predictable entry. Open-ended conversation.

Connect the Right Agent to the Right Flow

A flow handles the predictable part: where a conversation starts, which first step happens, or which route should continue. The selected Agent handles the open-ended customer language inside that responsibility.

Use Automation for repeatable triggers and steps. Use the Agent for questions where wording, business context, and missing details affect the next reply.

Review the assignment whenever a flow, offer, policy, or team process changes.

Match an Agent to a flow

Trigger

New inquiry

Flow

Product questions

Selected Agent

Product Guide

Open-ended exchange

Which plan works for two people?

Which channels do you want to connect? That detail changes the best fit.

Configuration is a starting point

Test the Rules Before Customers Rely on Them

Main goal

Confirm the Agent recognizes the intended outcome.

Instructions

Try normal wording and awkward edge cases.

Boundaries

Ask for an exception or an unsupported promise.

Handoff

Check when judgment moves to your team.

One at a time

Refine the selected Agent without changing the others.

DealOnca can help your team prepare training and organize business knowledge inside Dealism. Your team remains responsible for reviewing the configuration and the conversations it produces.

Build and test my Agent

Separate behavior. Shared visibility.

Distinct Agents. One Place for the Team to Stay Involved.

My Agents

Independent setup

Agent configuration

Product Guide

Saved

Flow

New product inquiry

Goal

Clarify fit and recommend the next approved step.

Instructions

Compare approved options. Ask which channel and team size matter before recommending a plan.

Conversation rules

Warm and conciseNever invent pricingHand off custom requirements

Showing each Agent

Each Agent can have a different role while your team keeps supported customer conversations in the Unified Inbox. When a person joins, the earlier exchange remains available as context.

Supported conversation channels include Instagram, WhatsApp App, WABA, and Website Live Chat. Connection requirements differ by channel.

Explore the Dealism workspace

FAQ

Questions About Independent Agent Configuration

AI Agent configuration is the set of directions that shapes how an Agent works. In Dealism, the feature described here includes the Agent’s flow, goal, instructions, and conversation rules.

Yes. Dealism lets you set each Agent’s flow, goal, instructions, and conversation rules independently. The number of Agents available can depend on the current plan, so review the latest Dealism pricing before choosing your setup.

The goal describes the result the Agent should work toward. Instructions describe how it should approach that result, including the questions to ask, information to use, and steps or assumptions to avoid.

Conversation rules define how the Agent should behave during the exchange. They can cover tone, boundaries, required clarifications, human handoff, and situations where the Agent should not make an assumption.

Not necessarily. Separate configuration is useful when the Agent’s job, goal, instructions, or rules differ. Use only approved business information relevant to each responsibility, and avoid duplicating Agents when the distinction is not meaningful.

Start with one focused Agent. Add another when you can name a genuinely different job that needs different goals or rules. More Agents are not automatically better; clear responsibilities and careful testing matter more than the count.

You can define handoff moments for conversations that need approval, negotiation, sensitive judgment, an exception, or personal attention. The team can continue with the earlier conversation available as context.

No. Automation controls predictable triggers and steps. Agent configuration shapes how the AI handles the open-ended conversation assigned to that responsibility. The two can work together without being the same thing.

A clear job before the first reply

Give Every Agent Its Own Direction.

Configure the flow, goal, instructions, and conversation rules for each Agent—then test the real questions that belong to that responsibility.

Configure my Dealism Agents