> ## Documentation Index
> Fetch the complete documentation index at: https://docs.verbex.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Creating Simple AI Agent

<Note>
  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
</Note>

## Step 1: Access the Dashboard

### 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.

### Navigate to Agents Section

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

<img src="https://mintcdn.com/hishabsingaporepteltd/Bd-nkhA8cT0nKgAS/agent.png?fit=max&auto=format&n=Bd-nkhA8cT0nKgAS&q=85&s=69e1fcd5e6ec4242f48c2474ff4cca1a" alt="Agent section in navigation" width="1127" height="504" data-path="agent.png" />

### 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.

<Frame>
  <img height="282" width="833" src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXfh3xwnobVRDDv1FExY4xyINug2X89NQKEsnn1J6zegbTHblzEcb_hU1ZDVjfV-_BoDa_8ySp6FU7jUnG9DCp_1y4ev8hotZLkgurC-XLcherku_jGEf8y7ZEmbRjj-eRt9Jm6RxQ?key=nUcQJQXKitOi8ysgs7ntd6wu" />
</Frame>

<Tip>
  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.
</Tip>

## Step 2: Choose Your Starting Point

You have two options to begin creating your AI Agent:

### 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

### 2. Start from Blank

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

<img height="337" width="496" src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXc0CLQNmEcgW5If9HryQboLhF_3Vz-QE9zhQvMEZt9F9mnD08pDLv_zFt7UgtEtp2vfgJtVCoGyDR3Q837R7LIvC82UmA1lhJbvdthNuJVbyJFVoGQcwpK2goZ_FUVOHBw3evkRFA?key=nUcQJQXKitOi8ysgs7ntd6wu" />

<Tip>
  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.
</Tip>

## Step 3: Configure Agent Prompt

### 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.

<Frame>
  <img height="283" width="566" src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXeKldpHnWbFEJvdXOcdM2O1E-14YXlx5AblGeWlAHgCxpisuHUzrC2J8MXk3u-QQxUr8l550ZFeA8KwqZ6TalJ1_wwxEzqUzkXo9MZ1naHZCiXDVcUwM9UQNnTWxojiQI2axWd6vA?key=nUcQJQXKitOi8ysgs7ntd6wu" />
</Frame>

#### Example Behavior Prompts:

For Simple AI Agent:

```text theme={null}
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.
```

### Create Welcome Message

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

<Frame>
  <img height="337" width="570" src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXcTGodkAOeFQkYzp4AXIJQDyStd8drp6uNBTLu4PhnOozQsZ1J5MQ4oS5E7Aha7ckCYnYzga6aShmYmiFjSjLr6sr_OaXAJQTMnuDfdL78j2anDnytNS4kHbV4y7Y-ji2OWJY-UYw?key=nUcQJQXKitOi8ysgs7ntd6wu" />
</Frame>

#### Example Welcome Messages:

For Simple AI Agent:

```text theme={null}
"Hi! I'm [Name], your AI Agent at [Company Name]. How can I assist you today?"
```

<Check>
  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)
</Check>

## Step 4: Test Your Agent

* On right panel click **Test Call** and then click "Connect\*\*

  <Frame>
    <img height="212" width="423" src="https://mintcdn.com/hishabsingaporepteltd/Bd-nkhA8cT0nKgAS/images/basics/basic_test_1.png?fit=max&auto=format&n=Bd-nkhA8cT0nKgAS&q=85&s=5e25ea74a1608d8e66f25b31941ca379" data-path="images/basics/basic_test_1.png" />
  </Frame>

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

  <Frame>
    <img height="212" width="423" src="https://mintcdn.com/hishabsingaporepteltd/Bd-nkhA8cT0nKgAS/images/basics/basic_test_2.png?fit=max&auto=format&n=Bd-nkhA8cT0nKgAS&q=85&s=7bc6dbfef0396185f4be29193e13e519" data-path="images/basics/basic_test_2.png" />
  </Frame>
