Core Entities
Summary
The project is a workspace. The project contains agents, channels, instructions, variables, leads, dialogs, analytics, participants, tariffs and settings. Usually one business, team or work scenario is a separate project.
Channel is a connected communication platform: Telegram bot, VK community, MAX bot, Avito, Discord, Email, website widget, etc. Messages from clients come through the channel and replies from the agent go out.
Dialogs and clients
Lead - a client or user who writes to a connected channel.
Dialog is correspondence with a lead in a specific channel or space.
Segment is a group of leads with required consents and agent assignment rules.
Landing is a separate subscription page with blocks and buttons. A landing button can subscribe a lead to a selected segment or open another page.
Identifiers
Core entities have a cabinet ID, and some also have a short public ID. In regular work, use names, cards, and ready links in the cabinet. Public IDs are used in external links and public pages, but normally do not need to be inserted manually.
When developing an integration that forms an external route, use the public identifier required by that specific API. Do not move an ID from a cabinet URL into a public link unless the method documentation explicitly requires it.
For normal subscriptions, open a segment or landing and copy a ready address through Subscription link or Get link. A public page belongs to a landing; a segment stores subscribers and can separately provide a direct link without a page. Do not assemble these URLs from cabinet IDs manually.
Agents and knowledge
Agent - An AI employee configured with instructions; it can respond to customers, call tools, recognize voice/pictures, generate images, collect metrics, and execute scripts.
The published version of the agent is the version of the settings that is used in real work. The draft can be edited, but until it is published, the actual dialog continues to work from the published version.
The project's primary agent is the agent that responds to users by default unless there is a more specific rule.
The background agent of the project is an agent that does not respond directly to the user, but can do summarization, collect metrics and help with analytics. Channel exceptions are rules that override the main or background agent for a specific channel and conversation type.
Agent keywords are triggers that can be used to launch an agent or assign it to a dialog.
An MCP server is an external tool or set of tools that an agent can call. For example, CRM, knowledge base, company system, search, API or other service.
Knowledge Base - folders, documents and tables that add knowledge and rules for the project and selected agents.
Project variables - project level data: links, rules, settings, constant values.
Lead variables - data on a specific client: status, segment, order, date, preferences, etc.
A metric is an indicator that an agent extracts from conversations for analytics: readiness to purchase, presence of a problem, quality of response, NPS, unsubscribe risk, etc.
Project resources
Credits are the spending unit for generation, recognition, tools and other AI operations.
Storage is a place for files and attachments: images, videos, audio, documents and other materials.
Where this is in the interface
Main elements in this section:
- project sidebar