Set Up Your AI Agent in 5 Minutes

What you'll build

A simple FAQ agent that handles common customer questions automatically. When a customer messages you, the AI agent responds instantly — even outside business hours.

Step 1: Create the agent

Go to /agents and click New Agent.

Give your agent a name (e.g., "Support Bot") and choose a personality:

• Friendly — casual, conversational
• Professional — formal, concise
• Enthusiastic — upbeat, emoji-friendly

Step 2: Write a system prompt

The system prompt tells the agent who it is and what it knows. Start simple:

You are a helpful customer support agent for [Your Business Name].
You answer questions about our products, hours, and policies.

Business hours: Monday–Friday, 9am–6pm EST
Location: 123 Main St, Your City

If you don't know the answer, say so and offer to connect them with a human agent.

Step 3: Add knowledge

Click Knowledge Base → Add Document. You can paste:

• Your FAQ page text
• Product descriptions
• Return policy
• Pricing information

The agent learns from this content immediately.

Step 4: Connect to a channel

In the agent settings, under Channels, select which inbox (WhatsApp, SMS, etc.) this agent handles. You can assign one agent per channel, or the same agent to multiple channels.

Step 5: Test it

Use the Test Chat panel in the agent editor. Type a question a customer might ask and verify the response is accurate.

Step 6: Go live

Toggle the agent to Active. From this point, it responds automatically to new conversations.

What happens when the AI doesn't know?

By default, when confidence is low, the agent:

1. Tells the customer it doesn't have that information
2. Offers to connect them with a human
3. Creates a "needs human" tag on the conversation for your team

You can customize this behavior in Agent Settings → Fallback.