Creating AI agents
Create a Simple Agent
Step 1. Dashboard
a. Start from the Dashboard
The Dashboard is your starting point, offering an overview of your system’s activity. From here, you can access the Agent Builder to begin designing your assistant.
b. Navigate to the Agents section on the left-hand menu.
c. Click the green Create New Agent button to start building.
Why It’s Important:
This is where all assistants are created and managed, making it the first step to bringing your ideas to life.
Step 2: Choosing a Template or Start from Scratch
Choosing a starting point determines how much customization you’ll need to do.
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Templates: Use pre-built assistants for common use cases like booking appointments or resolving complaints.
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Start from Blank: Build a fully custom assistant tailored to your needs.
Why It’s Important: Templates save time, while starting from blank gives you complete control.
Prompt Your AI Agent
Configure Behavior and Welcome Message
This step defines the assistant’s tone and functionality.
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Enter the Behavior Prompt:
This is a description of how your assistant should behave.Example: “You are a friendly and professional assistant who provides helpful answers.”
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Add a Welcome Message:
This is the greeting users will hear first. Example: “Hi! Welcome to Tech Support. How can I help you today?”