Agents
What an “agent” is
In Calypso Chat, an agent is a specialized assistant with a specific lens:
- drafting copy and workflows in a consistent style
- proposing operational work (templates, campaigns) as a draft
- asking for missing inputs when needed
The execution layer then handles storing drafts, running validations, and performing side-effects once you confirm.
The four chat agents
Auto (default)
Auto selects the best specialized agent per prompt, using the latest thread context.
Use it when:
- you’re not sure which specialist you need
- your thread mixes strategy + support + campaign operations
Leads agent
Leads is optimized for lead capture and revenue workflows.
Use it when:
- you want high-conversion WhatsApp flows
- you’re drafting a template or campaign tied to a measurable objective (demo booked, signup completed, payment recovered)
Support agent
Support is optimized for customer resolution and calm, correct communication.
Use it when:
- you’re designing support macros and escalation paths
- you want templates that reduce effort and frustration
Marketing agent
Marketing is optimized for positioning, messaging clarity, and growth execution.
Use it when:
- you’re planning campaigns, segmentation, or lifecycle messaging
- you want differentiated copy aligned to a business goal
Agent selection in Chat
In the Chat prompt you can select:
- Auto
- Leads
- Support
- Marketing
If you pick Auto, the agent can change between specialists across messages in the same thread.
Operational actions (templates + campaigns)
Agents can propose operational work as drafts, then you confirm:
- Create WhatsApp template: drafts a template (header/body/footer + optional buttons) and creates it after you click Create
- Send campaign: drafts the campaign payload and sends after you click Send
Drafts always support:
- Create / Send
- Cancel
- Request change
Variables and personalization
Templates can include replacement variables like {{name}}.
- In campaign drafts, Calypso shows detected variables in the preview.
- For bulk sends, you should prefer recipients sourced from uploaded contacts (CSV). Calypso resolves per-contact variable values from stored customer fields.
Media attachments (template header)
In Chat you can attach an image or MP4 and ask the agent to use it as a WhatsApp template header media.
The UI shows a preview and the system will validate size/type constraints before the agent proposes a template draft.