Creating and managing agents

You can run multiple agents from one account when your plan allows. Each agent has its own resources, settings, inbox, and embed configuration.

Creating an agent

Use the dashboard flow to create an agent. You will set:

• Name — Shown in the product and can be customer-facing depending on widget header settings.
• Description — Optional context for you and your team.
• Primary use case — Categories such as customer support, sales assistant, FAQ, knowledge base, lead generation, or a custom label.

After creation, you are typically guided toward Embed or Overview; you can always open Settings from the sidebar.

Switching agents

Use the agent switcher in the dashboard to change context. Resources, chat, and settings always apply to the selected agent.

Who can do what

Access depends on team membership and per-agent roles (for example read-only versus admin on a specific agent). If you were invited to someone else’s agent, you might see a subset of navigation items—only owners and certain admins see Customers, Flows, Integrations, or full Settings.

How to delete an agent

Deleting removes one agent (chatbot) and everything tied to it. Only users who are allowed to manage that agent’s settings see Delete Chatbot in the sidebar (owners and admins with delete access; invited team members with read-only access cannot delete).

1. Open the dashboard and select the agent you want to remove (agent switcher).
2. In the sidebar, open Settings, then choose Delete Chatbot.
3. Read the Danger Zone summary. Deletion is permanent and removes settings, conversations, messages, documents, widget appearance, AI configuration, integrations, and related files for that agent.
4. Type DELETE (all caps) in the confirmation field.
5. Click Delete Chatbot, then confirm again in the dialog (Yes, delete permanently).

After a successful delete, you are returned to the main dashboard and that agent no longer appears in your list.

Closing your account

To remove your entire Chatloop account (all agents, team data, and billing context), use Profile and Delete Account instead of deleting agents one by one. See Closing your account.