> ## Documentation Index
> Fetch the complete documentation index at: https://docs.chatcrafterai.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Create agent

# 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.

## 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

***

## Step 1: Agent Setup

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

### What You'll Do:

#### 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

#### 2. Choose a Domain

Your domain helps organize your agent and influences templates available to you.

**Available Domains:**

| Domain                | Best For                                 | Example                                                           |
| --------------------- | ---------------------------------------- | ----------------------------------------------------------------- |
| **E-Commerce**        | Online stores, product inquiry, shopping | "Clothing store agent that helps customers find sizes and colors" |
| **Support**           | Help desk, FAQ, customer issues          | "Bank customer support agent answering account questions"         |
| **Sales**             | Lead generation, demos, deal closing     | "SaaS company agent qualifying leads"                             |
| **Fitness**           | Workouts, coaching, health tracking      | "Gym agent helping with exercise form"                            |
| **Education**         | Courses, enrollment, student help        | "University agent helping students register"                      |
| **HR**                | Employee questions, benefits, policies   | "Company HR agent answering payroll questions"                    |
| **General**           | Anything goes                            | "Personal assistant agent"                                        |
| **Coding**            | Programming questions, technical help    | "Dev agent debugging code"                                        |
| **Coaching**          | Mentoring, consulting, guidance          | "Business coach offering advice"                                  |
| **Fashion**           | Clothing, style advice, recommendations  | "Boutique agent helping with outfit matching"                     |
| **Language Learning** | Teaching languages, vocabulary, grammar  | "Spanish teacher agent"                                           |

**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

#### 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:**

| Personality Type | How It Acts                          | Good For                            |
| ---------------- | ------------------------------------ | ----------------------------------- |
| **Professional** | Formal, authoritative, business-like | Banks, law firms, corporate support |
| **Friendly**     | Casual, warm, approachable           | Boutiques, fitness, restaurants     |
| **Playful**      | Humorous, light, entertaining        | Brands targeting younger audiences  |
| **Expert**       | Knowledgeable, detailed, technical   | Software, consultants, education    |
| **Empathetic**   | Caring, patient, understanding       | Mental health, healthcare, coaching |

**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.

***

## 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

### 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.

### 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](http://www.yoursite.com)
* Help/Support pages: [www.yoursite.com/help](http://www.yoursite.com/help)
* FAQ page: [www.yoursite.com/faq](http://www.yoursite.com/faq)
* Product pages: [www.yoursite.com/products](http://www.yoursite.com/products)
* Pricing: [www.yoursite.com/pricing](http://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

### 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

***

## 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.

### Option 1: Use a System Template

ChatCrafterAI provides pre-built templates for common scenarios.

**Available System Templates:**

| Template                | Best For                  | Includes                                   |
| ----------------------- | ------------------------- | ------------------------------------------ |
| **General Assistant**   | Any general-purpose agent | Welcome, menu, contact form                |
| **Customer Support**    | Help desk, FAQ, tickets   | Categories, ticket form, escalation        |
| **Sales Lead**          | Lead generation, demos    | Product carousel, lead capture, scheduling |
| **E-Commerce**          | Online store, shopping    | Product carousel, cart, checkout           |
| **Appointment Booking** | Consultations, services   | Calendar picker, confirmation, reminders   |

**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

### 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

### 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

***

## Step 4: Review & Create

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

### 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

### 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

***

## After Creating: Next Steps

### 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

### 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

***

## 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.

***

## Tips for Success

### 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

### 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

### 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

### Test Everything

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

### Monitor & Improve

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

***

**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](./introduction) - Learn what agents can do
* [Rich Message Builder](../rich-message-builder/introduction) - Design interactive flows
* [Knowledge Base](../../knowledge-base/introduction) - Train your agent better
* [Deploy to Channels](../../channels/introduction) - Make your agent live