Create Your First Agent

Creating Your First Agent

1. Initial Setup

1. 1

   Navigate to Agents

   Access the agents section in your organization dashboard to begin creating a new agent.

   

   Navigate to the Agents section in your organization dashboard

2. 2

   Create New Agent

   Start the agent creation process by clicking the create button.

   

   Click Create New Agent to open the agent configuration wizard

3. 3

   Basic Information

   Provide essential details about your agent's identity and purpose.

   

   Configure basic settings:

   • Name: Choose a descriptive name for your agent
   • Description: Explain the agent's purpose and capabilities
   • Language: Select the primary language for conversations

2. Personality Configuration

1. 1

   Define Tone

   Set the overall communication tone that matches your brand personality.

   

   Choose from: Professional, Friendly, Casual, or Formal

2. 2

   Communication Style

   Configure how your agent communicates with customers.

   

   Select: Direct, Conversational, or Detailed communication approach

3. 3

   Brand Voice Alignment

   Ensure the agent's voice aligns with your company's messaging guidelines.

   

   Upload brand guidelines or customize voice parameters to match your company's messaging

3. Knowledge Integration

1. 1

   Connect Knowledge Base

   Link your agent to relevant document collections and knowledge sources.

   

   Link to specific Knowledge Base Collections that contain relevant information

2. 2

   Import FAQs

   Add frequently asked questions and answers to improve response accuracy.

   

   Import FAQs and configure how the agent should reference them

3. 3

   Upload Training Data

   Provide conversation examples to improve the agent's performance.

   

   Upload Training Data including successful conversation examples and best practices

4. Testing and Deployment

1. 1

   Playground Testing

   Test your agent in a controlled environment before going live.

   

   Use the Playground to test conversations and validate agent responses

2. 2

   Performance Monitoring

   Set up analytics and monitoring to track agent performance.

   

   Configure Analytics and Monitoring to track conversation quality and success rates

3. 3

   Gradual Rollout

   Deploy to a limited audience first, then expand to all customers.

   

   Start with Limited Rollout to a small group, then expand to full deployment

Quick Start Checklist

Before creating your agent, ensure you have:

Next Steps

Once you've created your agent: