Verbex offers two types of AI Agents:

1. Simple AI Agent

  • Basic conversational capabilities
  • Perfect for straightforward tasks like answering FAQs or booking appointments
  • Easier to set up and manage
  • Ideal for most customer service scenarios

2. Agentic AI Agent

  • Advanced reasoning and decision-making abilities
  • Can handle complex, multi-step tasks
  • More autonomous in problem-solving
  • Suitable for sophisticated business processes

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Step 1: Access the Dashboard

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Start from the Dashboard

The Dashboard is your central control center, providing an overview of your system’s activity. Here you’ll find everything needed to create and manage your AI Agents.

  1. Find the Agents section in the left-hand menu
  2. Click to access the Agent management area

Agent section in navigation

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Create New Agent

Click the green “Create New Agent” button to begin the creation process. You’ll be prompted to choose between creating a Simple AI Agent or an Agentic AI Agent.

Choose Simple AI Agent if you’re new to the platform or need basic conversational capabilities. Select Agentic AI Agent when you need more advanced reasoning and autonomous decision-making abilities.

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Step 2: Choose Your Starting Point

You have two options to begin creating your AI Agent:

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1. Use a Template

  • Pre-built AI Agents for common use cases
  • Quick setup for standard scenarios like:
    • Appointment booking
    • Customer support
    • Complaint resolution
    • Lead generation

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2. Start from Blank

  • Build a fully custom AI Agent
  • Complete control over all settings
  • Perfect for unique use cases

Templates save time for common scenarios, while starting from blank gives you maximum customization options. Templates are available for both Simple and Agentic AI Agents.

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Step 3: Configure Agent Prompt

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Set Behavior and Personality

Define how your AI Agent will interact with users through the behavior prompt. The configuration options will vary depending on whether you’re creating a Simple or Agentic AI Agent.

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Example Behavior Prompts:

For Simple AI Agent:

You are a professional and friendly AI Agent for [Company Name]. 
Your role is to provide helpful, accurate information while maintaining a warm and supportive tone.
Always prioritize customer satisfaction and clear communication.

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Create Welcome Message

Set up the first message users will hear when interacting with your AI Agent.

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Example Welcome Messages:

For Simple AI Agent:

"Hi! I'm [Name], your AI Agent at [Company Name]. How can I assist you today?"

Remember to make your welcome message:

  • Brief and friendly
  • Clear about who/what the AI Agent is
  • Inviting for user interaction
  • Appropriate for the type of AI Agent (Simple or Agentic)

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Step 4: Test Your Agent

  • On right panel click Test Call and then click “Connect**

  • You conversation will start showing live in the web test call.