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AI Agents Dashboard Welcome to AI Agents — your command centre for every conversational assistant in your account. Here you can see all your agents at a glance, edit them, test them, and create brand-new ones. Each card on the dashboard shows you the essentials: the agent’s name, its channel type (Messages), a snippet of its greeting, the languages it supports, and how long ago it was last updated. On every card you’ll find two quick actions:
  • Edit: Jump straight into the full agent configuration (Engine, Guardrails, Voice, etc.).
  • Test: Open the Playground to try the agent in real time before going live.

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🆕 Creating a New Agent

Click the + New button in the top-right corner to launch the creation wizard. It’s a short, guided onboarding that will have your agent ready in minutes.

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Step 1: Choose Interaction Type

New AI Agent — Interaction Type First, decide how your agent will interact with customers:
OptionDescription
Text OnlyChat via web widget, WhatsApp, and Instagram. Perfect for written customer support, lead qualification, and FAQ automation.
Voice OnlyAI-powered phone calls. Ideal for telephone support lines, appointment booking, and outbound voice campaigns.
Then, choose how you want to start:
OptionDescription
Blank agentStart from scratch. You’ll configure every detail yourself — maximum flexibility.
TemplatesUse industry-optimised models. The wizard will guide you through a few more steps to tailor the template to your business.
Click Continue to proceed.

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Path A: Blank Agent

If you chose Blank agent, you’ll go straight to the configuration screen: Blank Agent Configuration Fill in the following fields:
  • AI Agent Name (required): Give your agent a recognisable name (e.g. Support Bot, Sales Assistant).
  • Initial Knowledge Base (optional, recommended): Paste your website URL so the agent can learn from it right away. Click Add to include it.
  • Initial Channels: Toggle which channels the agent should be active on:
    • Web — Enabled by default. A web widget is automatically created when you finish.
    • WhatsApp / Instagram — Shown as available but need to be connected first in Settings > Support Channels.
  • Initial Greeting: A pre-filled greeting message that will be shown to customers when a conversation starts (e.g. “Hi, I’m …, the virtual assistant for Your Company…”).
Once you’re happy, click Create agent and you’ll be taken to the full configuration module.

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Path B: Templates (Industry-Optimised)

If you chose Templates, the wizard walks you through three quick steps to tailor the template to your business.
Step 2 of 3: Select Your Sector
Templates — Sector Selection Pick the sector that best describes your business. Available sectors include:
  • Retail and e-commerce
  • Health and medicine
  • Finance and banking
  • Real Estate
  • Education and Training
  • Hospitality and Travel
  • Automotive
  • Professional Services
  • Technology and Software
  • Government and Public Sector
  • Food and Beverage
  • Manufacturing
  • Fitness and Wellness
  • Legal Services
  • Non-Profit
  • Media and Entertainment
  • Other
Click Continue after selecting your sector.
Step 3 of 3: Choose Your Use Case
Templates — Use Case Selection Now tell the wizard what the agent will help with. You can select multiple use cases — they’ll be combined into a single optimised template. Options include:
  • Customer Service
  • Lead Qualification
  • Post-Sale
  • Clinical Appointments
  • Employee Support
  • WhatsApp & Phone Prospecting
  • Citizen Service
  • E-commerce Food Customer Service
  • Finance Prospect Qualification
  • Other
Selected use cases appear highlighted with a blue border and a check icon. Click Continue when done.
Final Step: Agent Configuration
Template Agent Configuration You’ll land on the same configuration screen as the blank agent path:
  • AI Agent Name (required)
  • Initial Knowledge Base (optional, recommended)
  • Initial Channels (Web, WhatsApp, Instagram)
  • Initial Greeting
The difference is that the template has already pre-configured your agent’s engine, prompt, and guardrails based on your sector and use case selections. You can always fine-tune these later in the full Config Agent module. Click Create agent to finish.

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🎓 What’s Next?

Once your agent is created, you’ll be inside the full configuration module where you can:
  • Config Agent: Fine-tune the engine, guardrails, topics, fields, events, voice, and chat settings.
  • Web Crawlers: Enrich your agent’s knowledge by connecting web data sources.
  • Websites: Manage the websites your agent learns from.
  • FAQs: Set up frequently asked questions for instant answers.
  • Documents: Upload and manage documents in your knowledge base.
  • Catalogues: Connect product catalogues for e-commerce agents.
Your AI workforce is just a few clicks away! 🤖🚀