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Create an Agent

Step-by-step guide to create your first AI agent

This guide will show you how to create a new AI agent for your organization.

Prerequisites

Before starting, make sure you have:

  • Admin or Owner access
  • Information about your business (name, description)
  • Documents or a website to extract information from

Creation Steps

Step 1: Configure the Agent

After logging into the dashboard:

  1. Go to Agents in the sidebar
  2. Click New Agent
  3. Fill in the required information:
    • Agent name: What you want to call your assistant
    • Company name: Your business name
    • Company description: A brief description (used to generate the AI prompt)
    • Primary language: The language for responses

Advanced Options (Optional)

Expand the "Advanced Options" section to configure:

  • Response length: Short, Medium, or Long
  • Timezone: For correct date and time handling
  • Lead definition: Criteria to identify potential customers
  • Data to collect: Information to ask users for (e.g., email, phone)

Step 2: Import Data from Website

If you have a website, you can automatically import information:

  1. Enter your website URL
  2. Click Analyze Site
  3. Select pages to include
  4. Confirm the extracted data

This step is optional but recommended for more accurate responses.

Step 3: Upload Documents

Upload documents that your agent will use to respond:

  1. Drag files into the designated area or click to select
  2. Supported formats: PDF, DOCX, TXT, MD, JSON, CSV
  3. Limit: 10MB per file, max 5 files per upload

Complete Creation

Click Create Agent to finish. The system will:

  1. Automatically generate an AI prompt based on your information
  2. Index uploaded documents
  3. Prepare the agent to receive messages

Drafts and Continuation

If you exit the wizard before completing, the agent is saved as a draft. You can resume creation at any time from the agents list.

After Creation

Once created, you can:

  1. Configure the prompt - Define agent behavior
  2. Upload documents - Enrich the knowledge base
  3. Connect WhatsApp - Enable the WhatsApp channel
  4. Configure widget - Enable the website channel

Best Practices

  • Use descriptive names that identify the purpose
  • Be specific in the company description
  • Create separate agents for different use cases
  • Start with a simple configuration and iterate

Next steps

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