Create a new AI agent
Add an AI agent with a name, a language and, if you like, first instructions.
Where to find it
AI agents › All agents
Open this screen
Steps
- Open AI agents › All agents.
- Press New AI agent (or Create new agent when there is no agent yet).
- Type the Agent name.
- Choose its Language.
- Optionally write Instructions (optional): who it is, how it should talk and what it may say.
- Press Create. The agent is created as a draft.
- Open the new agent and add what it answers from under Knowledge base (Files, Text snippets, Website or Q&A).
Settings on this screen
| Setting | What it does | Default |
|---|---|---|
| Agent name | The agent’s name, up to 120 characters. Required. | — |
| Language | Japanese, English, Korean, Chinese, Spanish, French, German, Portuguese, Vietnamese, Thai or Indonesian. | Japanese |
| Instructions (optional) | The agent’s first system prompt. You can change it later under System prompt. | — |
Troubleshooting
“Give the agent a name.”
The name is empty. Type a name, then press Create.
New AI agent is greyed out.
The organisation has reached its limit. Delete an agent you no longer use, or empty an old one from the Trash.
Tips
- To start from a ready-made prompt for your type of business, use the Agent library on the Agent voice page after creating the agent.
- A new agent answers no phone line until you choose it for a line under Line & status.
Good to know
- Only managers of the organisation can create agents.
Related how-tos
- All agents See every AI agent in your organisation, which phone lines each one answers, and open one to change it.
- Edit an agent’s system prompt Change the instructions that tell the agent who it is, how it talks and what it may say.
- Start an agent from the agent library Fill an agent’s prompt and persona from a ready-made phone persona for your type of business.
- Files Upload documents your AI agent answers from: PDF, Word (.docx), .txt, .md, .csv or .json.