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How to Create an AI Agent

This guide walks you through creating your first AI Agent using ChatCrafterAI’s 4-step agent creation wizard. You’ll go from zero to a working agent in about 10-15 minutes.

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Overview: The 4-Step Process

When you create an agent, you’ll go through 4 simple steps:

1. Agent Setup - Name, domain, and personality
2. Document Training - Teach your agent with documents and URLs (optional)
3. Templates & Rich Messages - Choose interaction styles (optional)
4. Review - Confirm everything before creating

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Step 1: Agent Setup

This is where you define what your agent is and how it should behave.

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What You’ll Do:

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1. Enter Agent Name

• Field: “Agent Name”
• What to enter: Something that describes what your agent does
• Examples:
  • “Customer Support Agent”
  • “Product Sales Assistant”
  • “HR Help Desk”
  • “Fitness Coach”
• Tip: You can change this later, so don’t overthink it

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2. Choose a Domain

Your domain helps organize your agent and influences templates available to you. Available Domains: How to Choose:

• Pick the one that best matches your business
• If you don’t see an exact match, pick the closest one
• You can always change this later

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3. Set Agent Personality

Your personality makes your agent feel like part of your brand. What is Personality? A set of instructions that tells your agent how to behave and what to focus on. Examples of Different Personalities: How to Set It:

1. You can select a preset personality
2. Or describe your brand voice in a few words
3. Examples:
   • “Professional and efficient”
   • “Friendly and helpful”
   • “Knowledgeable and patient”
   • “Fun and casual”

Pro Tip: Your personality setting influences how the agent responds. A “friendly” agent might use contractions (can’t, won’t) and casual language, while a “professional” agent uses formal language.

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Step 2: Document Training

This is where you teach your agent about your business. This step is completely optional. What Happens Here: Your agent reads documents and learns from them. When a customer asks a question, the agent searches these documents for relevant information. Why Train Your Agent?

• Better Answers - Agent can cite your specific policies, pricing, and products
• Less Hallucination - Agent sticks to facts from your documents instead of making things up
• Brand Accuracy - Ensures agent represents your business correctly

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Training Option 1: Upload Documents

Upload files that contain your knowledge: Supported Formats:

• PDF files (.pdf)
• Word documents (.docx)
• Text files (.txt)
• Markdown files (.md)
• CSV files (.csv)

What Documents to Upload:

• Your FAQ document
• Product information sheets
• Company policies (returns, shipping, etc.)
• Service descriptions
• Pricing guides
• Employee handbooks (for HR agents)
• Training materials

How to Upload:

1. Click “Upload Document”
2. Select file from your computer
3. Give it a name (e.g., “FAQ 2024”)
4. Click “Upload”
5. Wait 1-2 minutes for processing

What Happens After Upload: The system breaks your document into chunks, analyzes the content, and makes it searchable for your agent.

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Training Option 2: Add URLs

Teach your agent by having it read your website: What It Does: The system “crawls” your website—visiting pages and learning what’s on them. What URLs to Add:

• Your main website: www.yoursite.com
• Help/Support pages: www.yoursite.com/help
• FAQ page: www.yoursite.com/faq
• Product pages: www.yoursite.com/products
• Pricing: www.yoursite.com/pricing

How to Add URLs:

1. Click “Add URL”
2. Enter the website URL
3. System crawls the site (5-10 minutes for full site)
4. Done! Agent now knows your site content

What the Agent Learns:

• Product/service information
• Policies and procedures
• Contact information
• Pricing details
• Help articles
• Navigation structure

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Training Option 3: Skip Training

You can skip this step entirely! Your Agent Will Still Work:

• It can use general knowledge to answer questions
• It will say “I don’t know” if something is outside its training
• You can add training documents later

When to Skip:

• You want to test the agent first
• You’ll add documents later
• Your agent mainly needs general knowledge
• You’re creating a specialized agent with custom logic

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Step 3: Templates & Rich Messages

This is where you design how customers interact with your agent. This step is also optional. What is This? You choose whether to use rich interactive components (buttons, forms, carousels) or just text conversations.

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Option 1: Use a System Template

ChatCrafterAI provides pre-built templates for common scenarios. Available System Templates: How to Use a Template:

1. Click “Browse Templates”
2. See template preview and description
3. Click “Use This Template”
4. System creates a copy you can customize
5. You customize it with your content

Customization Includes:

• Change button labels
• Update form fields
• Add your product names
• Modify company information
• Adjust colors and branding

Time to Customize: 15-30 minutes

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Option 2: Start Blank (No Template)

Skip templates and build from scratch later. When to Choose This:

• You want a simple agent to start
• You’ll build complex flows later
• You’re still figuring out your workflow

What You Can Add Later:

• Buttons and quick replies
• Forms for data collection
• Carousels for browsing products
• Calendars for appointments
• Payment processing
• Anything else in the Rich Message Builder

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Option 3: Hybrid Approach

Create a simple template structure now, expand it later: Starting Simple:

1. Skip templates for now
2. Create agent with just AI answers
3. Add buttons and forms later via Rich Message Builder

Why This Works:

• Fast to get started
• You see how customers use the agent
• You improve based on real usage
• No complicated setup upfront

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Step 4: Review & Create

You’re almost done! This is the final step.

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What You’ll See:

Summary Card Showing:

• ✓ Agent name
• ✓ Domain
• ✓ Personality
• ✓ Training data (if any)
• ✓ Template choice (if any)

What to Check:

• Is the agent name correct?
• Is the domain right?
• Is the personality appropriate?
• Did all training documents upload?

If Something is Wrong:

• Click “Back” to return to previous step
• Make corrections
• Come back to review

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Create Your Agent

1. Review everything one more time
2. Click “Create Agent” button
3. System validates everything
4. Your agent is created!

What Happens Next:

• You’re taken to your agent dashboard
• Agent is ready to use immediately
• You can add knowledge base documents
• You can customize Rich Message components
• You can deploy to channels

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After Creating: Next Steps

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Immediate Actions:

1. Test Your Agent (2 minutes)

• Find “Chatlab” in your dashboard
• Open the chat window
• Type test messages
• See how your agent responds

2. Add More Training (Optional, 10 minutes)

• Go to Knowledge Base
• Upload more documents or URLs
• Makes agent smarter

3. Deploy to a Channel (5 minutes)

• Go to Channels
• Choose: Web Widget, WhatsApp, Telegram, or Instagram
• Copy the integration code
• Add to your website or messaging platform

4. Create Flows (30+ minutes)

• Open Rich Message Builder
• Add buttons, forms, carousels
• Create guided conversation flows
• Design customer experience

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Testing & Refinement:

Monitor Performance:

• See what customers ask
• Track which buttons they click
• Notice conversation drop-off points

Improve Your Agent:

• Update Knowledge Base based on questions
• Adjust personality if responses aren’t on-brand
• Add flows for common questions
• Refine conversation patterns based on feedback

Iterate:

• Make small changes
• Test with real users
• Measure impact
• Keep improving

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Common Questions

Q: Can I change the domain or personality later? A: Yes! You can change almost everything after creating your agent. Just go to Agent Settings. Q: Do I need to add training documents to create an agent? A: No, it’s optional. Agents work with general AI knowledge too. Q: How long does it take to create an agent? A: Basic setup: 2-3 minutes. With training documents: 10-15 minutes. With template customization: 20-30 minutes. Q: Can I delete an agent? A: Yes, you can delete agents anytime. There’s a delete button in Agent Settings. Q: How many agents can I create? A: Depends on your plan. Free tier allows 1-2 agents. Paid plans allow more. Q: Can I have agents in multiple languages? A: Yes! Train your agent with documents in different languages, and it will respond in the appropriate language based on the customer’s query.

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Tips for Success

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Start Simple

• Create a basic agent first
• Just AI conversations, no complex flows
• Test and see how customers use it
• Add complexity based on real feedback

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Focus on Training

• The better your training documents, the better your agent
• Use clear, well-organized FAQs
• Keep policies and procedures current
• Update documents when things change

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Match Your Brand

• Choose personality that matches your business
• Use your brand voice in system prompt
• Add company colors and logo in Rich Messages
• Customers should feel they’re talking to YOU

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Test Everything

• Use Chatlab to test every path
• Ask test questions
• Click every button
• Verify forms work
• Check integrations

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Monitor & Improve

• Watch what customers ask
• Update knowledge base based on questions
• Adjust agent behavior based on interactions
• Make continuous small improvements

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Ready to create your agent? Head to your dashboard and click “Create Agent”. You’ll be up and running in minutes! Next Steps:

• AI Agent Overview - Learn what agents can do
• Rich Message Builder - Design interactive flows
• Knowledge Base - Train your agent better
• Deploy to Channels - Make your agent live