For AI agents: the complete documentation index is available at https://docs.clickmax.io/en/llms.txt, the full documentation bundle is available at https://docs.clickmax.io/en/llms-full.txt, and this page is available as Markdown at https://docs.clickmax.io/en/features/messaging/ai-agents.md.
  • English

      • Create an AI agent with your own key

      In Settings → Accounts Hub → My agents — or, from the CRM side, in Contacts & Commercial → CRM settings → My agents, which opens the same list — click New agent, register your provider API key (OpenAI or Anthropic), choose the model, write the persona and test the conversation. The agent starts as a draft; Publish changes creates the first version and sets it Active.

      Role: any workspace member with access to Settings can create agents and register keys.

      Before you start

      • An OpenAI or Anthropic account with an active API key and available credit. The agent's calls are billed by the provider to your account.
      • Clickmax validates the key with the provider before saving it. The key is stored encrypted and never shown again: the screen only displays its last 4 digits.

      Steps

      1. Open Settings and, in the Accounts Hub group of the sidebar, click My agents. Click New agent.
      2. In the Provider step, choose OpenAI or Anthropic, paste the key into API key and click Validate and save key. If the workspace already has a key, use Use a registered key and select it. Click Continue.
      3. In the Model step, pick a model among those available on your account (models your account cannot access show as Not available) and adjust the Temperature.
      4. In the Identity step, set the Name and Goal. Persona and instructions starts with a generic example; rewrite it as you like or use Back to example.
      5. In Review, check the summary and click Create agent. You land on the agent page. It starts with no escalation rules: create yours in the Escalation tab.
      6. In the Test tab, send messages as if you were the customer to check the persona. Each message uses your key with the provider.
      7. When you are happy, click Publish changes. The agent becomes Active and shows its published version. Use the Active switch to pause and resume without losing the configuration.

      Later edits (persona, tools, model, escalation) show as Unpublished changes until you click Publish changes again.

      To remove an agent, open its detail and click Delete. It leaves the list and stops replying; the provider key stays registered and the conversations remain on record.

      Registered keys show under API keys, below the agent list. Remove takes the key out of the workspace; if an active agent still uses it, switch that agent's key first.

      Knowledge sources

      In the Knowledge tab, click Add source and pick the Source type:

      • Document: PDF, TXT, MD, CSV, JSON or HTML up to 20 MB. DOCX and PPTX only on OpenAI.
      • Web page: paste the Address and we read the page text right away.
      • FAQ: Question and Answer pairs you write on screen (Add question to add more; 1 to 200 items).

      The content lives in your provider account (OpenAI or Anthropic), not in Clickmax. The agent checks the sources before answering; if the answer is not in them, it says it will confirm with the team instead of making something up. Limit of 20 sources per agent.

      Each source shows in the list with the status Synced, Syncing or Error (on Error, the reason shows under the name). Sync again appears on web pages (we re-read the address right away, useful when the page changed), on sources marked Syncing, and on FAQs marked Error. A document marked Error must be removed and uploaded again.

      With Anthropic, every message sends all sources to the model (and the provider bills them as input); keep the base lean — up to 10 MB combined. With OpenAI, the model retrieves only the relevant passages.

      Sources do not go through Publish changes: they apply as soon as they show as Synced, even while the agent is a draft.

      Where to follow up

      • My agents: the list shows agents in batches; with many agents, click Load more at the bottom to see the next ones.
      • Logs: every agent conversation, filterable by result, channel and period. View transcript opens the messages; with many conversations, Load more at the bottom of the table brings the next ones. A question with no reply in the transcript means the provider failed on that send (for example, an invalid key or a usage limit).
      • Metrics: conversations, rate resolved by the agent, escalated rate and average duration over the last 30 days.

      If it did not work

      • "The provider rejected the key": the key is wrong, expired or lacks permission. Generate a new one in the provider dashboard and register it again. OpenAI keys start with sk-; Anthropic keys with sk-ant-.
      • "The provider rate-limited this account": your provider account hit its usage limit. Wait a few minutes or raise the limit with the provider.
      • The model I wanted is not listed: the list only shows models your provider account can access. Enable it with the provider and reload the page.
      • "Publish the agent before activating or pausing it": the Active switch only works after the first publish.
      • Cannot remove a key: agents are using that key. Switch their credential before removing it.
      • "This provider does not accept that file type": convert it to PDF or TXT. Anthropic does not read DOCX/PPTX.
      • "We could not read that page. Check the address.": the address must be public (http or https), weigh up to 5 MB and respond within 10 seconds. If you see "The page did not respond. Try again.", the site was slow or is down.
      • "Remove the knowledge sources before switching provider": the files live in the current provider account. Use Remove on each source in the Knowledge tab, switch the credential, then add the sources again.