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How to Access and Configure AI Agent Settings in OmniServe
Learn how to access AI Agent Settings in OmniServe to review existing agents, manage configurations, and prepare your account for creating new agents.
AI Agent Settings is where you manage all AI agents available in your company's OmniServe account. From here you can review existing agents and take action on them. Before you can create or modify agents, a few requirements must be in place.
Before You Start
Your company must have the AI Agent package installed. You will also need the following:
- Agent or Team Lead permissions in OmniServe
- Access to the OmniServe Inbox
- A properly configured channel connected to OmniServe
- Team Lead permission specifically in the AI Agent to create or modify agents
Step 1. Open OmniServe
Go to OmniServe from the main menu.
Step 2. Navigate to the AI Agent Tab
Click Inbox, then select the AI Agent tab.
Step 3. Review Your AI Agents
A list of all AI agents set up under your company account will appear. From here you can review each agent and take action, including creating, editing, or managing existing agents.
For further assistance contact Lucidya Support.
Frequently asked questions
Only users with Team Lead permission in the AI Agent can create and modify agents. Users with Agent-level permission can access and manage conversations but cannot make changes to agent configurations.
Yes. The AI Agent package must be installed on your account before the feature is accessible. Contact Lucidya Support if you are unsure whether your account includes it.
Go to OmniServe → Inbox → AI Agent tab. All agents available under your company account will be listed there.