Building your first agent
You have an organisation and a team. The next step is to create the agent itself — the AI chatbot that will talk to visitors. In this chapter you'll:
- Choose an agent type
- Name and describe the agent
- Shape its personality through profession, personality, response length, and goal
- Write the greeting and the suggested questions visitors see when they open the widget
- Land on the agent settings page, which is the home base for everything you'll do with this agent in later chapters
The whole flow is a four-step wizard. None of the choices are permanent — every setting is editable from the agent settings pages after the agent is created.
Step 1 — Choose an agent type
From the team home page click Create Agent.
The wizard shows the available agent types. Most are placeholders for future products — only one is generally available today:
- sAIlsbot — Available. Engages prospects, qualifies leads, and books meetings. This is the type you'll use for any sales- or sales-adjacent chat agent.
- ChatBot, FAQBot, Lighthouse, Manifest, SupportBot — Coming Soon and disabled. (Manifest was previously called ContentBot.) Each one is a specialisation targeting a different use case; they share infrastructure with sAIlsbot but ship with different default skills, prompts, and tools.
Click sAIlsbot to select it and advance the wizard to Step 2.
Step 2 — Name and describe the agent
The wizard pre-fills both fields with sensible defaults. Edit them to match what this agent is for — the name and description show up in the dashboard, in the activity log, and in the deployment configuration.
- Agent Name — required, up to 50 characters. Used in the dashboard. Visitors do not see this name unless you reuse it in the deployment title.
- Agent Description — optional, up to 200 characters. A reminder for you and your team of what this agent is meant to do.
Click Next: Profile to advance.
Step 3 — Shape the agent's personality
This is where you decide how the agent comes across in conversation. There are four controls.
Profession — what role does the agent play?
The options are shown as tiles, each with a line saying what it's for. Click the one that best matches what the agent is for. For a B2B services business the right choice is Sales Assistant.
Personality — how should the agent come across?
Match the personality to your brand voice rather than your personal preference. Each tile describes its option.
Pick the personality by reading your live site copy, not by picking what you'd want personally. A warmer brand voice points to Friendly or Empathetic; a clinical or technical brand voice points to Pragmatic or Professional.
Response length — how long should the agent's responses be?
A slider from Short to Detailed, with Balanced in the middle. The line under the label names the setting you're on and what it means.
For a chat widget where you're trying to keep visitors engaged, Balanced is almost always the right default — long answers in a small chat window are a friction tax. Detailed fits support agents handling complex queries; Short fits high-traffic discovery widgets where visitors don't want to read paragraphs.
Agent Goal — what is the agent optimising for?
Choose from the Agent Goal dropdown. The goal tells the agent what outcome to push toward. Lead Generation is right whenever the primary outcome is getting a qualified prospect into the team's hands — booked meeting, contact request, demo signup. Product Education and Upsell/Cross-sell serve different purposes; the dropdown describes each.
Click Next: Greeting to advance.
Step 4 — Greeting & opening behaviour
The greeting is the first thing visitors see when they open the chat widget. This step also lets you set the suggested-questions chips, the placeholder text in the message box, and a couple of feedback affordances.
Opening message
The first message the agent sends. Up to 100 characters.
A good greeting:
- Names what the agent can help with so visitors don't have to guess
- Sounds like the brand
- Invites a response without being pushy
If you want to reset to the platform default at any time, click Reset to the right of the textarea.
Suggested questions
Suggested questions are clickable prompts shown beneath the greeting when a session starts. They serve two purposes: they give the visitor a low-friction starting point, and they steer the conversation toward topics the agent handles well.
Up to 50 characters per question. Add one by typing it into the input and pressing Enter or clicking Add Question. To remove one, open the ⋯ menu on its row and choose Remove. The same question can't be added twice.
Chat input hint
The placeholder text shown in the visitor's chat input box before they start typing. Up to 50 characters.
Enable User Feedback
A toggle that lets visitors thumbs-up or thumbs-down individual agent responses. Defaults to on. The feedback is captured against the message and surfaced later in the prospects and analytics views. We recommend leaving this on — it's a cheap source of quality signal.
Allow message copying
A toggle that gives visitors a "copy" affordance on agent messages. Defaults to on. Useful when the agent generates content the visitor might want to take away (a service summary, a pricing range, a checklist).
Click Create to create the agent. You'll be redirected to the agent settings page.
Where you land — the agent settings page
After creation the wizard drops you on the agent's settings home.
This page is your base of operations for this agent. Note three things:
1. The switchers in the top bar. They now show your organisation, your team, and the agent. Each one is a quick switcher to another organisation, team or agent.
2. A secondary sidebar on the left, specific to this agent. It has five sections:
- Identity — the page you're on. Name, description, and the Delete Agent card.
- Profile — the profession, personality, response-length and goal controls from Step 3 of the wizard. Editable here at any time.
- Greeting — the opening-message and suggested-questions controls from Step 4. Editable here at any time.
- Skills — covered in Configuring skills. This is where you attach the agent's repertoire, and where each skill's conditions and nudges live: a nudge leans the agent toward a skill, a condition decides who may enter one, and both sit at the top of that skill's configure page, under Who reaches this skill, rather than on a screen of their own.
- Engagement — the teasers that invite visitors into a conversation from the page they're reading. Covered in Deployments & widget embed.
3. A Delete Agent card. Permanently removes the agent and its configuration. Use it carefully.
Tip. The agent settings sidebar is the only place in the dashboard where the
Skillscontrols live. You can't get to them from the team-level navigation; they're always under a specific agent.
Editing profile and greeting after creation
The standalone Profile and Greeting pages look identical to the wizard steps you just completed, minus the step indicator. Use them whenever you want to tweak the agent's voice or opening behaviour.
The team home, with an agent
Navigate back to the team home (use the team switcher in the top bar, or the left-hand rail's Agents icon). The empty state is gone — there's now a tile for the agent you just created.
Click anywhere on an agent's tile to open its settings.
What's next
Your agent exists, but it has nothing to say yet — it has no knowledge of your business, no skills attached, and no properties configured. Before any of that becomes useful, the agent needs content to draw on.