Skip to main content

Guide

Chatbot or AI agent: who answers your customers, and who they work for.
The chatbot vs AI agent question sounds like a vocabulary debate. In practice it decides what your customers get when they write to you, and what your business gets out of the conversation. This guide explains the difference, the risks on each side, and how to set up an agent that works for your business.

What a chatbot is

A classic support chatbot is a decision tree with a text box in front of it. Someone on your team maps the questions they expect, writes an answer for each, and links them with buttons or keywords. When a customer’s words match a branch, the bot replies. When they do not, it shows a menu again or hands over a link to a help article. Most chatbots are built to deflect. The goal is to close the conversation without a person, and success is counted in tickets avoided. That is a fair product for a queue of simple, repeated questions such as opening hours or a returns address. It breaks down in three places:
  • Questions nobody planned for. Every tree is a bet on what customers will ask. A customer with a slightly different problem falls off the edge.
  • Anything that needs doing. A bot that can only answer cannot change an order, check a delivery or book a slot. The customer still has to call.
  • Moments that decide revenue. A deflection bot has no goal beyond ending the chat, so it treats a customer about to cancel the same way it treats a question about parking.

What an AI agent is

An AI agent reads the customer’s message in their own words, finds the relevant facts in material you gave it, and writes an answer. It can also act: call your systems to look up an order, update a cart, open a ticket or hand the conversation to a person. The useful way to think about an agent is as a representative of your business. It knows your products, your policies and how you talk to people. It has a goal you set, such as a resolved problem, a booking, or a customer who stays. It works inside rules you wrote down. Every promise it makes should be one you would sign. That changes what you measure. A chatbot is judged on how many conversations it ended. A representative is judged on what happened for the customer and the business: was the issue resolved, did the handoff reach the right person, did the customer come back.

The differences that matter

What to watch for

An agent that writes its own answers and takes actions needs more care than a tree of canned replies. Most problems come from a few causes. No knowledge, confident tone. A language model with no material to draw on still writes fluent sentences. Give the agent your real content before it talks to anyone, and check that it says “I don’t know” when the answer is not there. Rules that live only in a prompt. Instructions such as “never offer a refund over 50 dollars” are guidance the model follows most of the time. A rule that must hold every time belongs in the tool itself: what the tool is allowed to do, which inputs it accepts, and whether the customer must confirm. Write policy where it is enforced, and keep the prompt for tone and judgement. Actions without confirmation. Changing an order or an address should need an explicit yes from the customer. Read the conversation afterwards to see whether that step held. No way out. Some customers want a person, and some problems need one. Plan the handoff before launch: who receives it, on which channels, and what the customer is told while they wait. No test before customers see it. Run simulated conversations against the agent, including a difficult customer and a customer who tries to get it to break its rules, before you switch a channel on.

The other side is getting agents too

Customers are starting to use personal AI assistants that write, compare and follow up for them. When one of those reaches your support, it will ask precisely, keep asking, and read your terms closely. A bot built to end conversations does poorly against that kind of counterpart. A representative that knows your policies and holds to them is what you want on your side of the conversation.

Build an agent with Centillion

Centillion builds AI agents that answer your customers from knowledge you control, use the tools you enable, and hand off to your team through the helpdesk. Start from creating an agent.
1

Write who it works for

Open Agent → Instructions and replace the role’s template in the General editor with who the agent works for, who it talks to, what to do when it does not know something, and how formal to be. Facts about your products go into knowledge, where you can update them without touching the instructions.
Agent configuration with the system prompt editor, Call and Chat first-message tabs, and voice and model settings

Agent configuration: the system prompt and first message, with voice and model settings on the right.

2

Add guardrails

In the Guardrails editor on the same page, list the topics the agent should stay away from, such as competitors, or legal or medical advice. Guardrails are added to the agent’s prompt; nothing checks a reply against them afterwards. The separate Guardrails page sets the rate limit and spam detection.
Guardrails page with the rate limit set to 20 messages every 240 seconds and the spam detection switch

Guardrails: the rate limit for one visitor and spam detection, with the saved settings on the right.

3

Give it your knowledge

Under Knowledge base → Data sources, add your website, documents, Q&A and Notion pages. Training runs on its own after every change. See how to train an AI chatbot on your own data.
4

Let it act

Open Tools, choose Add tool, then New tool → Integration, and choose what the agent can do: create a ticket, collect leads, call your API, or use a connected integration such as Shopify or Stripe. An instruction to look up orders does not grant that access by itself; the tool does.
Integration catalog with the tool search box, a type filter and the Escalations, Custom tools and Collect leads cards

The integration catalog of escalations, custom tools, lead collection and integrations.

5

Plan the handoff

Under Tools, Escalations creates a ticket for follow-up, and Centillion live chat pauses AI replies so a teammate continues the conversation from the helpdesk inbox. Both need Helpdesk enabled and the customer’s channel selected.
6

Test, then measure

Under More → Tests, describe a customer and one clear outcome, and run simulated conversations. After launch, Evaluations in the agent sidebar checks real conversations against criteria such as Issue resolved, Accurate handoff or Goal completed.
For tasks with several steps, such as a return or a booking, write a Procedure: a trigger, the steps and the tools each step needs. Every agent has Version control. A version saves the prompts, model, knowledge, tools, procedures and evaluation criteria together, so you can see which rules a conversation ran on.

Questions

Is an AI agent just a chatbot with a language model?

It uses a language model, and the bigger change is the job it does. A chatbot picks a reply from a list. An agent reads the question, retrieves the relevant part of your knowledge, writes an answer, and can call tools you enabled.

Will an AI agent make things up?

It can, when it has nothing to answer from. Give it your real content, tell it in the instructions to say when it does not know, and test with questions it should not be able to answer. In Centillion, the agent answers from the six most relevant passages it finds for each question.

Do guardrails block forbidden replies?

In Centillion, guardrails are instructions added to the agent’s prompt. Nothing checks a reply against them afterwards. For a rule that must always hold, enable only the tools the agent needs, and let your own API behind a custom tool refuse what your policy does not allow. Only use in procedures keeps a tool out of reach until a procedure calls for it.

Can the agent change orders or accounts?

Only through tools you enable under Tools. The Shopify tools, for example, ask the customer to confirm before they create an order, make a return or exchange, or change a profile or address.

When should I keep a person in the loop?

When the customer asks for one, when the agent cannot find the answer, and for decisions you would not delegate, such as exceptions to your policies. Set up Escalations or Centillion live chat so those conversations reach your team.

Try it

Create an agent, write two paragraphs about who it works for, and give it your website. Then ask it the question your customers ask most, and one it should not be able to answer.

Start free

Start on the Free plan, or take a seven-day trial of a paid plan. Your agent is live on your site in an afternoon.

Book a demo

Fifteen minutes with the team, on your own use case.
Or ask the assistant on this page.

Creating an agent

Instructions, guardrails, the model and Compare.

Train an agent on your data

How retrieval works, and why answers go wrong.

Custom tools

Call your API, run code on your site, or show a card in chat.
Last modified on October 29, 2026