Quickstart

This guide will walk you through creating your first AI agent step by step.

Prerequisites

Before you begin, make sure you have:

• An active Leader24 account
• Information about your business (name, description)
• Documents or a website to extract information from

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

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. The system will automatically extract useful content
4. Review and 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. Click Upload File or drag files into the designated area
2. Supported formats: PDF, DOCX, TXT
3. Limit: 10 MB per file
4. The system will automatically index the content

Tip: Upload FAQs, product catalogs, service information.

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

After Creation

Connect WhatsApp

To connect the agent to WhatsApp:

1. Go to the newly created agent's page
2. Click on the WhatsApp tab
3. Scan the QR code with the WhatsApp Business app
4. Wait for connection confirmation

Test the Agent

Before going live, test your agent:

1. Go to the Test tab in agent settings
2. Send test messages
3. Verify responses are correct
4. Modify the prompt if needed

Next steps

• Learn how to configure the prompt in detail
• Understand how to manage the Knowledge Base
• Set up the widget for your website