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Documentation Index

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Brand Agents are customer-facing AI agents that answer questions, qualify visitors, capture leads, and guide users through your website or customer channels. Use them when you need an AI chatbot for a website, a lead generation chatbot, or an AI sales agent that is grounded in your own brand knowledge. They are designed differently from internal AI Workforce agents because public agents need tighter security, clearer tool permissions, and a simpler deployment path. Built Brand Agent editor with customer-facing knowledge and connector controls

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What Brand Agents Do

Brand Agents can:
  • Start from a website URL or manual brand setup.
  • Extract Brand DNA from your website, including tone, positioning, audience, and product context.
  • Structure your website content into a Knowledge Base.
  • Answer visitor questions using your content and brand voice.
  • Capture lead details through a form inside chat.
  • Navigate visitors to relevant pages on your website.
  • Use selected customer-facing connectors when an external action is needed.
  • Publish as a widget or fullscreen customer-facing experience.
The goal is simple: create one input-based Brand Agent that can explain your business, guide visitors, collect qualified leads, and keep working for you on your website. Start with Create a Brand Agent, then connect safe customer-facing tools in Brand Agent Connectors and Lead Capture.

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Why Brand Agents Are Separate

Customer-facing agents should not have unrestricted access to every internal app. Brand Agents use a curated tool surface so you can decide exactly what the agent can and cannot do. This makes them better suited for websites, product pages, support intake, demo qualification, onboarding, and public customer conversations.

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Brand Agent Lifecycle

  1. Start from a website URL or manual setup.
  2. Review the generated Brand DNA.
  3. Add or edit Knowledge Base sources.
  4. Connect optional tools such as Lead Capture, Page Navigation, Web Search, or selected apps.
  5. Test the agent.
  6. Customize and publish the widget.
  7. Monitor conversations and leads.

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Conversations and Leads

After publishing, review Brand Agent conversations and captured leads in SketricGen. Use these records to see what visitors asked, which answers worked, and where your Brand DNA or Knowledge Base needs improvement.

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Best Fit

Use Brand Agents for:
  • Website visitors asking product questions
  • Lead qualification and demo routing
  • Customer support intake
  • Product onboarding help
  • Ecommerce or SaaS FAQ assistants
  • Brand-safe public chat experiences
Use AI Workforce instead when your team needs internal agents for long-running work, files, research, internal systems, workflow automation, or multi-agent team operations. When you are ready to publish, see Deploy a Brand Agent to a Custom Website, Deploy to WordPress, or Deploy to Shopify.