Create an agent step by step

Here are the steps to follow to create an agent:

1

Go to the "Agents" section

2

Click on "Create an agent."

3

Give your agent a name.

4

Select an Agent template. Choose Blank template if you want to customize manually your agent.

5

Customize your prompt.

6

Attach a knowledge base if necessary.

Provide custom knowledge that your assistant will access to inform its responses. Your assistant will retrieve relevant sections from the knowledge base based on the user message. The data in the knowledge base may be made viewable by other users through assistant responses or citations.

To know more about each knowledge bases

7

Add skills to extend the agent's capabilities.

This collection of skills enables our agent to intelligently interpret and respond to user requests. It includes capabilities for natural language understanding and data analysis, providing personalized responses. The resulting interactions showcase the agent's efficiency and advanced skills.

To know more about each skills

8

Customize its appearance.

To customize the appearance of your agent, go to the Widget section. There you can modify the subtitle, the prompt text for the input, the welcome message, the avatar, the chat color with the agent, the widget icon, the greeting message, and the starter questions.

9

Test its effectiveness.

10

To use your agent, click on Use this agent,

or Agent section, Start chat.

For more information visit our Tutorial video how to create an Agent