Create Your First Agent
Walk through the agent setup flow step by step. Add knowledge, set the identity and appearance, then review before you publish.
Create a new agent from the Agents page. Setup has four steps, and you can change everything later in the agent’s settings.
Knowledge: add your website
Your agent learns from the pages you choose, so it can answer questions about your business. Enter your website URL, scan it, and select the pages to include. See Add Knowledge.
You can also select Skip for now and add knowledge later.
Identity: name and instructions
- Name: what the agent calls itself, for example “Ava”.
- Role: what the agent does, for example “Customer support”.
- Instructions: how the agent should behave and what it should focus on. Select Use a template to start from an example.
- AI model: the model that powers the agent. See AI Models.
- Welcome message: the first message visitors see, for example “Hi! How can I help you today?”
Appearance: colors and logo
Upload a Chat logo (cropped to a square and shown as a circle), choose a Primary color and Secondary color, and set the widget Position on the page. The preview updates as you go.
Review and publish
Check the agent’s knowledge, identity, and appearance, and select Edit next to anything you want to change. Then select Publish agent.
Publishing turns on the web widget. You can add it to your website anytime from Deployments.