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How to Enable and Configure an AI Agent in ZazzyAgent

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Creating an AI Agent is only the first part of setting up AI automation.

You also need to tell ZazzyAgent:

  • Whether AI should be active.

  • Which AI Agent should handle conversations.

  • Whether AI should answer every message or only unmatched messages.

  • How the AI should operate within your customer conversations.

These settings are managed separately from the Agent's System Prompt, Knowledge and Actions.

AI Agent vs AI Configuration

Think of it this way:

AI Agent

Defines what the agent is and how it should behave.

AI Configuration

Controls when that agent is active and how conversations are routed to it.

For example:

AI Agent
   ↓
Role
Knowledge
System Prompt
Actions
   ↓
AI Configuration
   ↓
Activation
Response Mode
Routing

Before you start

You should already have an AI Agent.

For example:

Instagram Lead Agent

or:

Customer Support Agent

See How to Create an AI Agent in ZazzyAgent.

Step 1: Open AI Configuration

Open the AI configuration area in ZazzyAgent.

This is where you control the active AI behavior for your connected bot/channel.

Step 2: Enable AI Agent

Turn on the AI Agent setting.

This allows AI functionality to operate for the relevant configuration.

Creating an Agent without enabling the AI environment does not automatically make that Agent respond to customers.

Step 3: Select the active Agent

If you have multiple AI Agents, select the ones you want to make available.

For example:

  • Lead Agent

  • Sales Agent

  • Support Agent

You can keep an unfinished or experimental Agent inactive until it is ready.

Step 4: Choose the AI response mode

ZazzyAgent provides two important ways for AI to handle customer messages.

AI Agent for All Queries

In this mode, the AI can handle customer questions broadly rather than waiting for a message to miss your predefined automation.

This is useful when you want AI to be the main conversational layer.

AI as a Fallback Only

In this mode, your predefined automation remains the primary system.

AI steps in when a customer's message does not match the existing automation.

For example:

Customer Message
       ↓
Predefined flow matches?
     ↙          ↘
   Yes           No
    ↓             ↓
  Flow        AI Fallback

This mode is useful when your bot already has structured flows for important tasks.

When should you use All Queries?

All Queries can work well when customers naturally ask questions instead of following menus.

For example:

What services do you offer?

How much does your enterprise package cost?

Do you support businesses outside India?

The AI can understand the questions and respond using its Knowledge and instructions.

When should you use Fallback Only?

Fallback Only is useful when your business depends on structured automation.

For example:

Book Appointment

→ Booking Flow

Track Order

→ Order Flow

Request Quote

→ Lead Flow

If a customer asks something unexpected, AI can handle the question without taking control of the main structured journeys.

All Queries vs Fallback Only

Mode AI's role
All Queries Primary conversational responder
Fallback Only Responds when predefined automation does not match

Neither mode is universally correct.

Choose based on how your customer conversations work.

Example: Structured support bot

Suppose your chatbot has:

Track Order

Refund

Booking

Contact Support

You may want:

Fallback Only

This keeps the important processes deterministic.

Example: General business assistant

Suppose customers mostly ask open-ended questions.

You may want:

All Queries

This lets the AI act as the primary customer assistant.

Multiple AI Agents

If you've created specialized Agents, AI Configuration becomes more important.

For example:

AI Configuration
       ↓
Active Agents
   ↙      ↓      ↘
Lead     Sales   Support

Routing can then determine which Agent should handle the conversation.

Don't activate unfinished Agents

Before activating an Agent, test:

  • System Prompt

  • Knowledge

  • Actions

  • Handoff behavior

  • Response quality

An Agent that sounds good in one test conversation may still need work.

Configure routing

When several Agents are active, define which Agent should handle which type of conversation.

For example:

New Lead

→ Lead Agent

Pricing

→ Sales Agent

Existing Customer

→ Support Agent

See How to Build Multiple Instagram AI Agents in ZazzyAgent.

AI activation vs routing

These are separate concepts.

AI enabled

means the AI system is active.

Agent selected

means that Agent is available.

Routing

determines which Agent handles a particular conversation.

All three can matter in a multi-Agent setup.

Test after changing the mode

If you switch from:

Fallback Only

to:

All Queries

test your existing flows again.

A customer message that previously entered a predefined flow may now be handled by AI depending on your configuration.

Test unknown questions

Send a message that does not correspond to an existing keyword or structured flow.

This is especially important when using Fallback Only.

You want to confirm that the AI fallback works as expected.

Test known commands

Also test your existing structured commands.

For example:

booking

support

pricing

Make sure your new AI configuration hasn't disrupted important workflows.

Common problems

Agent exists but doesn't reply

Check whether AI is enabled.

The wrong Agent responds

Check active Agents and routing.

AI responds when it shouldn't

Check whether All Queries is enabled.

AI doesn't handle unmatched messages

Check Fallback Only and No Match configuration.

A newly created Agent isn't being used

Check whether it has been selected as an active Agent and whether routing points conversations to it.

A practical structure for many businesses is:

Customer Message
       ↓
Specific structured task?
      ↙        ↘
    Yes         No
     ↓           ↓
  Flow        AI Agent
               ↓
        Needs human?
          ↙      ↘
        No        Yes
         ↓         ↓
        AI       Human

This gives each system a clear responsibility.

The key distinction

The Agent defines:

How should AI behave?

AI Configuration defines:

When should that AI operate?

Keeping those two layers separate makes the entire AI system easier to manage.

AI & Conversational Automation

Part 19 of 21

Learn how to create and train ZazzyAgent AI Agents, connect business knowledge, write effective system prompts, use AI actions, detect customer intent, automate tasks, and hand conversations to humans.

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