FAQ

What is the difference between Collect and Extract fields?

Collect fields are information the agent asks customers to provide. Extract fields are information the agent identifies automatically from messages, documents, or images.

How many Knowledge Base documents can I add?

You can upload up to two PDFs per AI Agent. Each document can be up to 15 MB.

Supported formats include PDF, DOC, DOCX, XLS, XLSX, PPT, PPTX, and TXT. Text topics have no fixed count limit, but each topic should stay below approximately 2,500 characters.

Which AI models can I use?

Available models depend on the AI providers enabled in your Picky Assist account. Choose from the models shown for your selected provider in Settings.

Should I enable reasoning?

Enable reasoning for complex, multi-step, or conditional decisions. Leave it disabled for basic questions and data collection to reduce cost and response time.

How can I use collected data later in the flow?

Use the corresponding Attribute token in later flow steps. For example:

{{AIAgents.collected.<field_name>}}

If conversation summarization is enabled, use its summary Attribute as well.

Can I use more than one AI Agent in a flow?

Yes. For example, use one AI Agent for lead qualification and another for customer support.

Use distinct field names across agents to avoid Attribute confusion.

How can I test the AI Agent before publishing?

Use Test Agent in the Configure Agent window, or Via TestBot in Flow Builder.

What happens if a customer stops responding?

Configure Follow-up messages for inactive customers. You can also configure conversation limits and timeout behavior in Settings.

What happens when I change the AI Agent persona?

Your customized instructions remain unchanged unless you choose the new persona template. Other configuration tabs remain unchanged.

How is AI Agent cost calculated?

Cost depends on input tokens, output tokens, reasoning tokens, customer file or image processing, and the selected provider and model.

Can AI Agent respond in the customer's language?

Yes. The agent can respond in the customer's language. Add explicit language requirements in Instructions when needed.