Circle Agent Trainer
Configure your AI support assistant
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FAQ Pairs
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Prompt Words
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Active Rules
๐Ÿ”ฌ Chat Test Mode OFF ๐Ÿ“ž Phone Test Mode OFF
Features
Turn each thing the bot can do on or off โ€” applies to chat and phone

When a feature is off, the bot declines that kind of request right away โ€” before asking for any information. Use this to launch gradually.

General Questions
Policy questions, contact info, plans, and other general help.
Subscription-Specific Questions
Looking up a customer's own account โ€” plan, status, billing, address.
Missed Deliveries
Reporting a missed, late, or damaged magazine.
Phone: transfer / escalation number
When a call needs a person โ€” the caller asks for one, the 3-in-90-days credit limit is hit, a disabled feature is requested, or the agent can't resolve it โ€” the phone agent transfers the call to this number. Leave blank to disable transfers.
Requires Deploy → Phone to take effect on calls.

Chat changes take effect immediately (customers may need to reload the widget). Phone changes require a Deploy → Phone to update the assistant.

Import / Export
Back up your configuration or load a saved one

Export saves all your training โ€” identity, knowledge, FAQs, and behavior rules โ€” to a file on your computer. Import loads a previously exported file back in.

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Agent Identity
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Pricing
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Delivery Info
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Extra Knowledge
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Frequently Asked Questions
Drag FAQs into folders to organize
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Tone Sliders
๐Ÿ˜Š Friendly๐Ÿ‘” Professional
Slightly Friendly
โšก Brief๐Ÿ“– Detailed
Mostly Brief
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Agent Rules
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Custom Instructions
Add specific rules one at a time
No custom instructions yet.
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Chat History
All customer conversations with AI grading
No chats yet.
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Total Chats
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Resolved
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Happy
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Angry
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Avg Messages
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Escalated
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By Label
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Sentiment
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Missed Deliveries by Courier
Every reported missed delivery, credits included
No data yet.
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Redelivery Requests
Submitted redeliveries โ€” export the current week's CSV for the courier
No redelivery requests this week.
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Credit Log
Billing extensions issued for missed deliveries
No credits issued yet.
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Failed Redeliveries
A redelivery was on file, but the customer said it still never arrived
None recorded.
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Call Logs
Phone call recordings, transcripts, and summaries
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