Creating an Agent

Creating an AI agent takes just a few minutes. Here's how to set up an agent that effectively represents your business.

Step 1: Name & Type

Go to AI Agents → Create Agent. Give your agent a descriptive name (e.g., "Sales Assistant" or "Customer Support Bot") and select the agent type.

Step 2: Write Instructions

Instructions define your agent's personality, knowledge, and behavior. Write them in natural language, as if briefing a new employee.

Example Instructions:

You are "Sara", a sales assistant for Al-Reef Fashion, an online clothing store based in Dubai.

Your role:
- Greet customers warmly in Arabic (Gulf dialect)
- Help them find products, share prices and sizes
- Process orders by collecting: item, size, color, delivery address
- Upsell matching accessories when appropriate

Rules:
- Always be polite and professional
- If asked about returns, share the 30-day return policy
- If a customer is angry or requests a manager, hand off to human
- Never make up prices or product details — only share what's in your knowledge base

Step 3: Model & Settings

Configure the AI model settings:

• Model — GPT-4 (recommended for complex conversations) or GPT-3.5 (faster, more cost-effective)
• Temperature — 0.3 for factual/precise responses, 0.7 for creative/conversational
• Language — Primary language and dialect (Arabic, Gulf Arabic, English, etc.)
• Message Style — Normal or multi-message (sends responses as separate messages for a more natural feel)
• Message Delay — Simulated typing delay (1-3 seconds recommended)

Step 4: Assign to Channels

Select which channels this agent should handle. An agent can be assigned to multiple channels, and each channel can have one active agent.