Creating an agent
Three ways to create an agent — start from a template, build it with AI, or import a template file.
From Agents → New agent you have three paths. All of them produce a draft agent you can refine before going live.
Start from a template
The guided builder walks you through a few quick choices:
Pick a use case
Choose Lead generation, E-commerce sales, Customer support, or Something custom. Your choice sets sensible defaults for the steps that follow.
Choose a template
Pick from ready-made templates tuned to your use case (see Instructions for the full list). The template fills in a proven persona you can edit later.
Configure the essentials
Depending on the use case you may set:
- Platform — for e-commerce, choose Shopify or WooCommerce (or skip for a knowledge-only agent), and whether to take orders end to end.
- Lead capture — whether to ask visitors for their name, email, and phone.
- Starter knowledge — paste a few FAQ snippets to seed the agent.
Name and launch
Give the agent a name (a URL slug is generated for you). A short progress overlay shows each step — creating the agent, configuring lead capture, adding knowledge — and then your agent is ready in draft.
Build with AI
Prefer to describe what you want in plain language? Build with AI opens a split screen: you chat about your business on the left, and a live preview of the agent updates on the right.
Describe your agent
Explain your business and what the agent should do — for example, "I sell project-management software and need to qualify leads and book demos."
Review the generated plan
The assistant proposes a persona, a set of actions to install, and a conversation strategy, and shows how the agent will look.
Refine and create
Adjust your description to regenerate, tweak the suggestions, set the name, and create. Your in-progress build is saved in your browser, so a refresh won't lose it.
Import from a file
If you (or a colleague) previously exported an agent, you can recreate it:
Choose "Import from a file"
On the New agent screen, select the import option and upload the .json template.
Launch
The template's persona, settings, pack configuration, and pasted knowledge are restored into a new draft agent.
Exported templates are scrubbed of secrets — API keys, channel connections, and store bindings are never included. After importing, re-connect any channels and re-bind any stores on the new agent. See Export & import.