Build a Customer Support Agent

Create a production-ready customer support agent with a knowledge base, tools, and safety policies. Time: ~15 minutes.

What You Will Build

A support agent that answers questions from your documentation
Knowledge base with your FAQ documents
Tool for creating support tickets
Budget limits and governance policies for safe operation

Step-by-Step Guide

Create a Knowledge Base

Upload your FAQ docs to a knowledge collection.

curl -X POST http://localhost:8000/api/v1/knowledge/collections \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -d '{ "name": "support-docs", "description": "Customer support FAQ" }'

Upload Documents

Upload PDF/TXT files with your support documentation.

curl -X POST http://localhost:8000/api/v1/knowledge/collections/COL_ID/documents \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -F "file=@faq.pdf"

Register a Ticket Tool

Create a tool that the agent can use to create support tickets.

curl -X POST http://localhost:8000/api/v1/tools \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -d '{
    "name": "create-ticket",
    "description": "Create a support ticket for issues requiring human help",
    "type": "rest_api",
    "safety_level": "moderate",
    "input_schema": {
      "type": "object",
      "properties": {
        "title": { "type": "string" },
        "description": { "type": "string" },
        "priority": { "type": "string", "enum": ["low", "medium", "high"] }
      },
      "required": ["title", "description"]
    }
  }'

Create the Support Agent

Create an agent with the knowledge base and ticket tool.

curl -X POST http://localhost:8000/api/v1/agents \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -d '{
    "name": "customer-support",
    "description": "Customer support agent with KB and ticketing",
    "model": "gpt-4o",
    "system_prompt": "You are a helpful customer support agent. Search the knowledge base first. If you cannot find the answer, create a support ticket and let the customer know their issue has been escalated.",
    "tools": ["create-ticket"],
    "tags": ["support", "production"]
  }'

Set Budget Limits

Prevent runaway costs with a daily budget.

curl -X POST http://localhost:8000/api/v1/budgets \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -d '{ "name": "support-budget", "agent_id": "AGENT_ID", "period": "daily", "limit_usd": 25, "action_on_exceed": "block" }'

Add Governance Policy

Set safety rules for production use.

curl -X POST http://localhost:8000/api/v1/governance/policies \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -d '{ "name": "support-safety", "agent_id": "AGENT_ID", "rules": [{"type": "token_limit", "max_tokens_per_run": 3000}] }'

Test Your Agent

Run the agent with a test question!

curl -X POST http://localhost:8000/api/v1/agents/AGENT_ID/run \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -d '{ "input": "How do I reset my password?" }'

Next Steps

Promote your agent to "active" via the Lifecycle tab, then publish it with an embed code to add chat to your website!

Tutorials Overview

RAG Agent