Ready to build your first AI agent? This comprehensive guide covers everything you need to know to create an effective agent that represents your business professionally and handles customer inquiries like a knowledgeable team member.
🎯 Agent Setup Process
Creating Your Agent
- Click "Create New Agent" from your dashboard
- Choose a clear, descriptive name (e.g., "Support Assistant", "Sales Bot")
- Write a brief description of what your agent does
- Configure the personality and tone that matches your brand
- Set up business context and contact information
- Add your welcome message - the first thing customers see
⚙️ Key Configuration Options
🎭 Personality Settings
Choose how your agent communicates:
- Friendly: Warm, approachable, uses casual language
- Professional: Formal, direct, business-focused
- Helpful: Supportive, encouraging, solution-oriented
- Expert: Knowledgeable, authoritative, detailed
💬 Welcome Message
First impression matters! Examples:
- "Hi! I'm here to help with any questions about our services."
- "Welcome! I can help you find products, check orders, or book appointments."
- "Hello! I'm your AI assistant. How can I help you today?"
🏢 Business Context
Help your agent understand your business:
- Industry: What type of business you run
- Services: What you offer to customers
- Hours: When you're available
- Contact Info: Phone, email, location
- Policies: Returns, pricing, procedures
🎨 Customization
Make it match your brand:
- Colors: Match your website theme
- Logo: Add your business logo
- Position: Corner placement on website
- Language: Use your brand's tone and terminology
✅ Best Practices for Success
✅ Start Simple, Build Up
Begin with basic information and add complexity as you learn what customers ask about most.
✅ Test with Real Questions
Use actual customer questions from emails, phone calls, or past support tickets to test your agent.
✅ Keep Responses Helpful
Provide specific, actionable answers rather than vague responses. Include next steps when possible.
✅ Always Offer Human Support
Make it easy for customers to reach a real person when the agent can't help.
❌ Common Mistakes to Avoid
❌ Making It Too Complex Initially
Don't try to handle every possible scenario from day one. Start with the most common questions.
❌ Skipping the Testing Phase
Always test thoroughly before going live. Ask friends or colleagues to try breaking your agent.
❌ Setting and Forgetting
Regularly review conversations and update your agent's knowledge based on what customers are asking.
🚀 Ready to Launch?
Once you've configured your agent, you're ready for the next steps:
📚 Add Knowledge
Upload documents, import website content, or manually add Q&As
Learn about knowledge management →