Setting Up Your AI Agent

Setting Up Your AI Agent

Configure your AI Agent’s behaviour, knowledge base, and deployment settings.

Setup Steps

  1. Name & Description — Give your agent a clear identity
  2. AI Provider — Connect your LLM (ChatGPT, Claude, Gemini, or Deepseek)
  3. Knowledge Base — Add training sources (websites, files, FAQs)
  4. Persona — Set communication style, tone, and language
  5. Custom Instructions — Define rules the agent must follow
  6. Handoff Rules — Configure when to transfer to human agents
  7. Deploy — Assign to a channel (Website, WhatsApp, etc.)

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