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Frequently Asked Questions

Quick answers to the most common questions about The Agent Builder.

Getting Started​

Do I need any technical skills to use TAB?​

No. TAB is designed for people with zero coding experience. If you can fill out a form and upload a document, you can build an AI agent.

How long does it take to create an agent?​

Most people create their first agent in 5-10 minutes. Training it with your content takes another few minutes depending on how much information you add.

Is there a free plan?​

Yes. The free plan includes 1 agent and 50 conversation credits per month. It's enough to try everything out and see if TAB works for you.

What do I need to get started?​

Just an email address to create your account. To make your agent useful, you'll want some content like FAQs, product information, or documents about your business.

Agents​

How many agents can I create?​

It depends on your plan:

  • Free: 1 agent
  • Lite: 2 agents
  • Starter: 3 agents
  • Growth: 10 agents

Can I create agents in different languages?​

Yes. You can create agents that speak any language. Just write your instructions and training content in that language.

Can the same agent chat on my website, WhatsApp, Instagram, AND Messenger?​

Yes. One agent can be connected to multiple channels at the same time.

How smart is the AI?​

Very smart. TAB offers AI models from OpenAI, Anthropic (Claude), and Mistral across three tiers. The better you train it with your content, the smarter it gets about your specific business. Note that your plan decides which tiers you can choose from — see Agent Specifications.

Will the agent make stuff up?​

AI can sometimes generate incorrect information (called "hallucinations"). To minimize this, train your agent with accurate content and set clear instructions. You can also restrict topics you don't want it to discuss.

Training​

What types of files can I upload?​

You can upload:

  • PDF documents (.pdf)
  • Word documents (.doc, .docx)
  • Text files (.txt)
  • CSV files (.csv)
  • Presentations (.ppt, .pptx)
  • Spreadsheets (.xls, .xlsx)
  • Images (.png, .jpg, .jpeg, .gif)
  • Markdown (.md)

Each file can be up to 10MB.

How do I make my agent smarter?​

Add more content. Upload documents about your products, services, and policies. Create FAQs for common questions. The more relevant information you provide, the better your agent can help customers.

Do I need to retrain my agent when I add new content?​

Yes. After adding new documents or FAQs, click the Re-Train button. Training usually takes 2-5 minutes.

How often should I update my agent's knowledge?​

Whenever your business information changes. New products, updated policies, changed hours - update your agent to keep it accurate.

Chat Widget​

How do I add the chat to my website?​

Copy the embed code from your agent's settings and paste it into your website's HTML. We have guides for WordPress, Shopify, Wix, and other platforms.

Can I customize how the chat looks?​

Yes. You can change:

  • Colors to match your brand
  • The agent's profile picture
  • Welcome message
  • Position on the page (left or right)

Does the chat work on mobile phones?​

Yes. The chat widget automatically adjusts to work well on phones and tablets.

Can I remove the "Powered by The Agent Builder" text?​

Yes, with the Watermark Removal add-on, which requires a paid plan and costs extra on top of your subscription. See Billing.

WhatsApp​

Do I need a WhatsApp Business account?​

You need a Meta Business (managed by your Facebook account) and a phone number for the agent. The WhatsApp Business account is created in the connection popup if you don't have one. You can also connect the number you already use in the WhatsApp Business app. See Connecting to WhatsApp.

How do customers find my WhatsApp agent?​

Share your WhatsApp number or a direct link. When customers message that number, your AI agent responds.

Can I take over from the AI during a conversation?​

Yes. Open the conversation in Customers and click Human takeover. The agent pauses, you reply as yourself on the customer's channel, and you hand the conversation back when you're done. See Taking over a conversation.

The agent also escalates on its own when it can't resolve something: the conversation is marked escalated with the reason recorded. Turn on the Escalation notification in Settings > Notifications so you hear about it as it happens.

Customers and Conversations​

Where can I see customer conversations?​

In the Customers section (click Customers in the sidebar). You'll see every conversation with details about who was chatting and what they asked.

Can I download my conversations?​

Yes. You can export all your customer data and conversations to a CSV file.

How long are conversations stored?​

Conversations are stored for as long as you have an active account.

Can I connect TAB to my CRM?​

Direct CRM integrations like Salesforce and Zoho are planned, along with Webhook/Zapier support. See our Roadmap for details. You can also export customer data to CSV and import it into your CRM manually.

Billing and Conversation Credits​

What are conversation credits?​

Conversation credits are how you pay for using TAB. Think of them like prepaid phone minutes. Different actions cost different amounts of conversation credits.

What uses conversation credits?​

Only conversations with customers (the amount varies by conversation length and the model tier your agent uses).

Training your agent does not use conversation credits — it counts against your plan's data storage limit instead.

Do unused conversation credits roll over to the next month?​

No. Conversation credits reset on your billing date each month.

What happens if I run out of conversation credits?​

Your agent will stop responding until you get more conversation credits. You can upgrade your plan or buy additional conversation credits.

Can I upgrade or downgrade my plan anytime?​

Yes. You can change your plan at any time from the Billing settings.

Privacy and Security​

Is my data safe?​

Yes. We use industry-standard security practices to protect your data. Your information is encrypted and stored securely.

Who can see my conversations?​

Only people in your workspace can see your conversations. We don't share your data with anyone.

Is TAB GDPR compliant?​

Yes. We follow GDPR guidelines for handling personal data.

Can I delete my data?​

Yes. You can delete agents, conversations, and your entire account at any time.

Still have questions?​

Check out our Glossary if you're unsure about any terms, or visit Getting Support to contact our team.