One-line distinction
Side-by-side comparison
Customer AI Agents — what they are
Customer AI Agents are bots you configure to handle conversations with shoppers, patients, leads, etc. Typical setup path (Co-Admin cites docs; does not perform):- AI Agents → Create agent → name, tone, instructions
- Add knowledge — website crawl, PDFs, manual Q&A
- Test in the agent tester
- Assign to channels or let Chat routing assign threads
- Monitor handover when the bot escalates to humans
ai-agents/ folder (overview, create/train, assignment, knowledge, FAQ).
Co-Admin — what it is
Co-Admin helps your team run Vendschat:- “How many open threads?”
- “How do templates work?”
- “What webhooks are active?”
- “WhatsApp read rate last week?”
Generate Reply (third concept)
Generate Reply is not a customer AI Agent and not Co-Admin.
When users ask “Should I use AI Agent or Generate Reply?” → search
ai-agents/ docs and explain: Agent = autonomous customer bot; Generate Reply = copilot for staff.
Thread assignment and handover
Fromget_contact_analytics, each conversation may show:
Handover trigger (product accuracy): Handover is tied to bot behavior and configuration — not merely “customer typed an angry message.” See
ai-agents/ for handover rules.
Co-Admin can report handover status via contact analytics but cannot change assignment.
Example scenarios
Scenario A — Pulse Digital (agency)
- Co-Admin: Account lead asks “How many channels in Client A workspace?” (after switching workspace).
- Customer AI Agent: End shopper asks Client A’s WhatsApp “Do you ship to Dhaka?”
- Wrong: Training the client’s FAQ in Co-Admin — Co-Admin cannot access
ai_knowledge_*.
Scenario B — UrbanGear (e-commerce)
- Customer AI Agent: Handles order status on Instagram.
- Generate Reply: Support rep drafts a personalized apology in Chat.
- Co-Admin: Ops lead asks “How do I connect Instagram?” and “Overview of unread threads.”
Scenario C — Metro Clinics
- Customer AI Agent: Appointment FAQ on WhatsApp.
- Co-Admin: Office manager asks “How many AI agents are active?” →
get_workspace_overview. - Contact analytics: “Show threads for patient [email protected]” — metadata only, not clinical notes in messages (user must open Chat for content).
What to tell users who conflate the two
Co-Admin is your internal guide to Vendschat and your workspace stats.
AI Agents are the customer-facing bots you build under AI Agents with your own knowledge.
To change what customers hear, edit the AI Agent — not Co-Admin.
Privacy comparison
Related documents
- Overview
- Question routing — disambiguating “agents”
ai-agents/customer-ai-agents.md— customer bot product guide- Limitations & FAQ