{"article":{"id":39090087926939,"url":"https://talkdesksupport.zendesk.com/api/v2/help_center/en-us/articles/39090087926939.json","html_url":"https://support.talkdesk.com/hc/en-us/articles/39090087926939-AI-Agent-Platform-Overview","author_id":416055420711,"comments_disabled":true,"draft":false,"promoted":true,"position":0,"vote_sum":0,"vote_count":0,"section_id":39090037609883,"created_at":"2025-07-18T10:26:34Z","updated_at":"2026-06-24T16:29:34Z","name":"AI Agent Platform: Overview","title":"AI Agent Platform: Overview","source_locale":"en-us","locale":"en-us","outdated":false,"outdated_locales":[],"edited_at":"2026-03-24T13:51:56Z","user_segment_id":null,"permission_group_id":1525572,"content_tag_ids":["01JATDAVN4FDAH8MEKMJVGHFED","01K0EH2E5V6F17GRFT0H08GRRJ"],"label_names":["ai","ai_agent_platform","cxa"],"body":"<p><span style=\"color: #292a2e;\">Talkdesk AI Agent Platform</span>™<span style=\"color: #292a2e;\"> empowers you to build, manage, and deploy intelligent, collaborative AI Agents that automate tasks, streamline operations, and enhance customer experiences across channels. </span></p><p> </p><ul>\n<li data-list-item-id=\"ebf7c3c22043cc0c7c2231abcf0ba460c\"><a href=\"#h_01K0EGWPN1H5S9NME1GRF78THW\">What is an AI Agent?</a></li>\n<li data-list-item-id=\"e11e995370fedf3cf40d4da2f720c95b5\">\n<a href=\"#h_01K0EGWPN2CX6N6Y8NH0YV34WR\">AI Agent Platform Capabilities</a><ul><li data-list-item-id=\"e815cc4b6607e9fcf677cc101a4c07a72\"><a href=\"#h_01KMG1M8K4BR2FMXCZDBHQ28H0\">Which Talkdesk Products work with AI Agent Platform?</a></li></ul>\n</li>\n<li data-list-item-id=\"e7919bb318fbeb0f67d3d1b24d9014f5f\"><a href=\"#h_01K0EGWPN4ENRH232Y1TBY7GY5\">Key Features</a></li>\n<li data-list-item-id=\"e859737d333c43ae64775454f18a87159\"><a href=\"#h_01K0EGWPNAX7RPT47G1HN0G011\">Use Cases</a></li>\n<li data-list-item-id=\"e029a3aa6cff1f321d243aa78a8549d8e\"><a href=\"#h_01K1D9GB49NWD6J55P6CY438BE\">AI Agent Platform Limits</a></li>\n</ul><p> </p><h2 id=\"h_01K0EGWPN1H5S9NME1GRF78THW\"><span style=\"color: #434343;\"><strong>What is an AI Agent?</strong></span></h2><p><span style=\"color: #292a2e;\">An AI Agent is a specialized assistant designed to understand goals, take action, and help complete tasks, either for a customer or as part of a team of AI Agents.</span></p><p> </p><h2 id=\"h_01K0EGWPN2CX6N6Y8NH0YV34WR\"><span style=\"color: #434343;\"><strong>AI Agent Platform Capabilities</strong></span></h2><p class=\"wysiwyg-text-align-center\"><span style=\"color: #292a2e;\"><img src=\"https://support.talkdesk.com/hc/article_attachments/39090118039451\" width=\"1012.0000000000001\" height=\"631.9987266040632\"></span></p><p><span style=\"color: #292a2e;\">With this platform, you can design and create a <strong>multi-agent orchestration</strong>, where multiple AI Agents work together. These agents communicate and delegate responsibilities to one another, each contributing their specialized skills to complete parts of a larger objective. This modular design enables more robust and flexible automation across your business.</span></p><p> </p><h3 id=\"h_01KMG1M8K4BR2FMXCZDBHQ28H0\"><span style=\"color: #434343;\"><strong>Which Talkdesk Products work with AI Agent Platform?</strong></span></h3><p><span style=\"color: #292a2e;\">Currently, Talkdesk Autopilot (</span><a href=\"https://support.talkdesk.com/hc/en-us/articles/39696186925595-Autopilot-Agentic-Overview\"><span class=\"wysiwyg-underline\">Autopilot Agentic</span></a><span style=\"color: #292a2e;\">) and Talkdesk Copilot (</span><a href=\"https://support.talkdesk.com/hc/en-us/articles/46492603454491--Preview-Copilot-Agentic-Overview\"><span class=\"wysiwyg-underline\">Copilot Agentic</span></a><span style=\"color: #292a2e;\">) are connected to the AI Agent Platform and use it to design and create their multi-agent orchestrations. </span></p><p><span style=\"color: #292a2e;\"><em><strong>Note:</strong> More Talkdesk products will use the AI Agent Platform in the near future and will be listed here.</em></span></p><p> </p><h2 id=\"h_01K0EGWPN4ENRH232Y1TBY7GY5\"><span style=\"color: #434343;\"><strong>Key Features</strong></span></h2><ul>\n<li class=\"wysiwyg-list-color\" style=\"--wysiwyg-list-marker-color: #292a2e;\" data-list-item-id=\"ecb8609970c04e340ebdacce3fba9c2a4\"><span style=\"color: #292a2e;\"><strong>Multi-Agent Design: </strong>Build individual AI Agents with distinct responsibilities and define how they interact. AI Agents can pass information between each other, coordinate steps, and complete workflows collaboratively.</span></li>\n<li data-list-item-id=\"e2d722609ab373e53bd08a31401d8071f\">\n<span style=\"color: #292a2e;\"><strong>Knowledge Management integration: </strong>AI Agents can connect to</span><a href=\"https://support.talkdesk.com/hc/en-us/sections/360012489891\"><span style=\"color: #292a2e;\"> </span><span class=\"wysiwyg-underline\">Talkdesk Knowledge Management™ (KM)</span></a><span style=\"color: #292a2e;\"> to search for relevant information and deliver accurate, real-time answers to customer inquiries using a central Knowledge base.</span>\n</li>\n<li class=\"wysiwyg-list-color\" style=\"--wysiwyg-list-marker-color: #292a2e;\" data-list-item-id=\"e509798a07fb379da98cace535880c7c2\"><span style=\"color: #292a2e;\"><strong>Custom Guardrails: </strong>Define guardrails to control and refine the AI Agent’s responses before they are delivered to the customer, ensuring tone, accuracy, and appropriateness. Custom guardrails help maintain brand voice, enforce policies, and reduce the risk of unexpected AI behavior.</span></li>\n<li class=\"wysiwyg-list-color\" style=\"--wysiwyg-list-marker-color: #292a2e;\" data-list-item-id=\"ef9d0365953b825698a5e21fa5c96673e\"><span style=\"color: #292a2e;\"><strong>Advanced Automation - Workflows: </strong>Use workflow logic to handle branching paths, conditional logic, and dynamic decisions. Agents can run backend processes, retrieve or update information, and take action in external systems without human intervention.</span></li>\n<li class=\"wysiwyg-list-color\" style=\"--wysiwyg-list-marker-color: #292a2e;\" data-list-item-id=\"e5d3e6df2702172a58ce348ca4fcb5db8\"><span style=\"color: #292a2e;\"><strong>No-Code Interface: </strong>Design AI Agent behaviors, flows, and skills visually through a node interface. This allows both technical and non-technical users to build and maintain AI Agents with ease.</span></li>\n<li class=\"wysiwyg-list-color\" style=\"--wysiwyg-list-marker-color: #292a2e;\" data-list-item-id=\"e8cf32ea327b480331b71641986a270e7\">\n<span style=\"color: #292a2e;\"><strong>Seamless Talkdesk Integrations: </strong>Integrate AI Agents effortlessly with existing Talkdesk products (including <strong>Autopilot</strong>, <strong>Copilot</strong>, and <strong>Studio</strong>) to extend automation and intelligence across your workflows.</span><ul><li class=\"wysiwyg-list-color\" style=\"--wysiwyg-list-marker-color: #292a2e;\" data-list-item-id=\"e91289af75e065f87ad349cf58078f968\"><span style=\"color: #292a2e;\">These integrations allow you to embed AI Agents within your current setup with minimal configuration, enabling faster deployment and greater consistency across your customer experience operations.</span></li></ul>\n</li>\n<li class=\"wysiwyg-list-color\" style=\"--wysiwyg-list-marker-color: #292a2e;\" data-list-item-id=\"e41235a5dc67225c6eb4dd84b8ab3b721\"><span style=\"color: #292a2e;\"><strong>Effortless Scalability: </strong>Quickly expand your AI Agent system by adding new skills to handle a wider range of tasks and automations. Whether you need to support new use cases, integrate with additional systems, or introduce specialized workflows, you can scale your Agents’ capabilities without the need to rebuild your automation from scratch.</span></li>\n</ul><p> </p><h2 id=\"h_01K0EGWPNAX7RPT47G1HN0G011\"><strong>Use Cases</strong></h2><h3 id=\"h_01K0EGWPNB51SDZS8FW6JNKS88\"><span style=\"color: #434343;\"><strong>1. Intelligent Call Routing and Triage</strong></span></h3><ul>\n<li class=\"wysiwyg-list-color\" style=\"--wysiwyg-list-marker-color: #292a2e;\" data-list-item-id=\"e5c0c6fc739bc46ef89aa3d00108950f6\"><span style=\"color: #292a2e;\"><strong>Description</strong>: One AI Agent handles the initial intake of the call, gathering intent, identifying customer type, and authenticating the user. Based on this, it passes control to a specialized Agent (e.g., Billing Agent, Technical Support Agent).</span></li>\n<li class=\"wysiwyg-list-color\" style=\"--wysiwyg-list-marker-color: #292a2e;\" data-list-item-id=\"ef3bdb4062571f0d4fd9f842b8eafcab0\"><span style=\"color: #292a2e;\"><strong>Value</strong>: Reduces handling time, improves routing accuracy, and avoids human agent transfers for common issues.</span></li>\n</ul><h3 id=\"h_01K0EGWPNC61DK0RWXATZZTYR1\"><span style=\"color: #434343;\"><strong>2. Cross-Agent Collaboration for Complex Inquiries</strong></span></h3><ul>\n<li class=\"wysiwyg-list-color\" style=\"--wysiwyg-list-marker-color: #292a2e;\" data-list-item-id=\"e80cfa8ac71391dbc87e29095bc2d6f78\"><span style=\"color: #292a2e;\"><strong>Description</strong>: For multi-part issues, a lead AI Agent delegates subtasks to other Agents, for example, one Agent retrieves order history, another processes refunds, and a third updates the CRM.</span></li>\n<li class=\"wysiwyg-list-color\" style=\"--wysiwyg-list-marker-color: #292a2e;\" data-list-item-id=\"e92e5c03118cad6f71b359797e010f9b1\"><span style=\"color: #292a2e;\"><strong>Value</strong>: Parallel processing and modular task handling lead to faster resolution.</span></li>\n</ul><h3 id=\"h_01K0EGWPND0TYASQ0RRRZ59X16\"><span style=\"color: #434343;\"><strong>3. Escalation Handling with Preprocessing</strong></span></h3><ul>\n<li class=\"wysiwyg-list-color\" style=\"--wysiwyg-list-marker-color: #292a2e;\" data-list-item-id=\"ea32eb56554e528fb809f125b707cae72\"><span style=\"color: #292a2e;\"><strong>Description</strong>: An AI Agent collects all relevant customer context, validates issue severity, and attempts resolution. If escalation is needed, it passes a structured context to a human agent or an escalation AI Agent.</span></li>\n<li class=\"wysiwyg-list-color\" style=\"--wysiwyg-list-marker-color: #292a2e;\" data-list-item-id=\"e38022b7f4893da15af6af6981664f73f\"><span style=\"color: #292a2e;\"><strong>Value</strong>: Improves human agent efficiency by eliminating repetitive questions and data gathering.</span></li>\n</ul><p><span style=\"color: #292a2e;\">Before starting to build AI Agent Orchestrations, we recommend reviewing the</span><a href=\"https://support.talkdesk.com/hc/en-us/articles/39100265145371--Preview-AI-Agent-Platform-Core-Concepts\"><span style=\"color: #292a2e;\"> </span><span class=\"wysiwyg-underline\">Core concepts</span></a><span style=\"color: #292a2e;\"> documentation to familiarize yourself with the foundational principles.</span></p><h2 id=\"h_01K1D9G5GRNS4BEF6SZF3SX9Z6\"> </h2><h2 id=\"h_01K1D9GB49NWD6J55P6CY438BE\"><span style=\"color: #434343;\"><strong>AI Agent Platform Limits</strong></span></h2><p><span style=\"color: #292a2e;\">To ensure the correct functioning of the AI Agent Platform, Talkdesk establishes default service limits, as described in the table below: </span></p><div><figure class=\"wysiwyg-table\"><table class=\"wysiwyg-table-resized\" style=\"margin-left: 0px; margin-right: auto;\">\n<colgroup>\n<col style=\"width: 73%;\">\n<col style=\"width: 27%;\">\n</colgroup>\n<tbody>\n<tr>\n<td><span style=\"color: #292a2e;\"><strong>Feature</strong></span></td>\n<td><span style=\"color: #292a2e;\"><strong>Limit</strong></span></td>\n</tr>\n<tr>\n<td><span style=\"color: #292a2e;\">AI Agents hierarchy levels</span></td>\n<td><span style=\"color: #292a2e;\">3 levels</span></td>\n</tr>\n<tr>\n<td><span style=\"color: #292a2e;\">Max. number of AI Agents per level</span></td>\n<td><span style=\"color: #292a2e;\">10 AI Agents</span></td>\n</tr>\n<tr>\n<td><span style=\"color: #292a2e;\">Max. skills per AI Agents</span></td>\n<td><span style=\"color: #292a2e;\">5 skills</span></td>\n</tr>\n</tbody>\n</table></figure></div><p><span style=\"color: #292a2e;\"><em><strong>Note: </strong>To ensure optimal performance, please inform your Talkdesk representative or Customer Success Manager of your go-live plans in advance.</em></span></p>"}}