Chatzuri is the platform for building AI agents that talk to your customers — on every channel, around the clock. This guide gives you a plain-language map of how it all fits together so the rest of the documentation makes sense.
The seven things to know
1. Agents
An agent is a single AI assistant configured for a specific job. Each agent has its own brain (model, prompt, settings), its own memory, its own knowledge, and its own list of channels it can be reached on. Most teams have several agents — one for sales, one for support, one for onboarding, and so on.
2. Teams
Every agent lives inside a team. Teams are how billing, members, and shared resources are organised. Invite your colleagues to a team and they can collaborate on agents with you.
3. Sources
Sources are how you teach an agent what your business does. Upload PDFs, point at URLs, paste text, or define Q&A pairs. Chatzuri turns all of it into knowledge your agent can draw on when answering customers.
4. Agent actions & Tools
Tools are the things your agent can do — not just answer questions. Built-in tools include capturing leads, searching the web, updating contacts, and firing webhooks. Provider integrations cover messaging, e-commerce, payments, scheduling, databases, cloud storage, CRM, and developer tools. Custom actions let you connect to any HTTP API with a few lines of JavaScript. They all live under the Tools & Actions tab on every agent.
5. Agent Tasks
Agent Tasks are jobs your agent runs in the background — not in a live conversation. Things like "send me a daily competitor digest at 8am", "monitor this Slack channel and flag urgent messages", or "follow up with leads that went quiet for 7 days". Tasks can be one-shot, scheduled, or signal-driven.
6. Workflows
A workflow connects triggers, conditions, agents, and actions into an automation that runs without you. Use workflows when the work spans multiple steps, multiple agents, or multiple systems.
7. Channels
A channel is a place customers reach your agent: your website widget, WhatsApp, Telegram, Slack, email, SMS, Messenger, Instagram — and a REST API. Configure them on the Connect tab.
How they all fit together
A typical setup: you create a team, build an agent inside it, train it on your knowledge sources, give it the actions it needs, and connect it to the channels your customers use. Add agent tasks for ongoing background work, and workflows for multi-step automations.