> ## Documentation Index
> Fetch the complete documentation index at: https://docs.gratero.com/llms.txt
> Use this file to discover all available pages before exploring further.

# AI agent

> Configure AI-led customer workflows for delivery operations.

AI Agent helps you automate conversations, follow-up flows, and exception handling.

## AI agent workspace

Start from the AI Agent module.

<Frame>
  <img src="https://mintcdn.com/gratero/ocr-4UD3nockbZwc/screenshot/ai-agent.jpg?fit=max&auto=format&n=ocr-4UD3nockbZwc&q=85&s=b9e23855d67bdf53952633a864ec782f" alt="AI Agent overview in Gratero." style={{ borderRadius: "0.5rem" }} width="1920" height="911" data-path="screenshot/ai-agent.jpg" />
</Frame>

## Select communication channels

Choose where the agent should talk to customers.

<Frame>
  <img src="https://mintcdn.com/gratero/ocr-4UD3nockbZwc/screenshot/agent-channel.jpg?fit=max&auto=format&n=ocr-4UD3nockbZwc&q=85&s=74cb4ea11562e32a66265ec2a817a0ca" alt="AI Agent channel selection." style={{ borderRadius: "0.5rem" }} width="1920" height="908" data-path="screenshot/agent-channel.jpg" />
</Frame>

## Define goals and rules

Set goals first, then add strict response and escalation rules.

<Frame>
  <img src="https://mintcdn.com/gratero/ocr-4UD3nockbZwc/screenshot/agent-goal.jpg?fit=max&auto=format&n=ocr-4UD3nockbZwc&q=85&s=4efc0b09194e3dd1c480150f898c0be0" alt="AI Agent goal setup." style={{ borderRadius: "0.5rem" }} width="1920" height="910" data-path="screenshot/agent-goal.jpg" />
</Frame>

<Frame>
  <img src="https://mintcdn.com/gratero/ocr-4UD3nockbZwc/screenshot/agent-rules.jpg?fit=max&auto=format&n=ocr-4UD3nockbZwc&q=85&s=6d765b005ad5574b4d1a13960294cfa0" alt="AI Agent rule configuration." style={{ borderRadius: "0.5rem" }} width="1920" height="910" data-path="screenshot/agent-rules.jpg" />
</Frame>

## Review conversations

Use sample conversations to validate tone and fallback logic.

<Frame>
  <img src="https://mintcdn.com/gratero/ocr-4UD3nockbZwc/screenshot/agent-conversation.jpg?fit=max&auto=format&n=ocr-4UD3nockbZwc&q=85&s=81dacaccb23cf76ce25144281b075385" alt="AI Agent conversation sample." style={{ borderRadius: "0.5rem" }} width="1920" height="908" data-path="screenshot/agent-conversation.jpg" />
</Frame>

## Recommended guardrails

* Keep response tone concise and action-oriented.
* Add clear escalation conditions for angry or high-value customers.
* Limit unsupported promises in AI replies.
* Review agent transcripts weekly and refine rules.