Build Your First AI Agent
Create a powerful AI customer support agent that understands your business and helps your customers 24/7. This comprehensive guide walks you through every step of the process.
What You Will Learn
By the end of this guide, you will have a fully functional AI agent that can:
Complete Step-by-Step Process
Access Your Workspace
Navigate to your Chatlo workspace where you'll create your AI agent.
Log into your Chatlo account and select the workspace where you want to create your AI agent. If you haven't created a workspace yet, you'll need to do that first from your dashboard.
Start Agent Creation
Click the "Create New Agent" button to begin building your AI assistant.
Look for the prominent "Create New Agent" or "Add Agent" button in your workspace dashboard. This will open the agent creation wizard that guides you through the setup process.
Configure Basic Settings
Set up your agent's name, description, and basic personality traits.
Choose a descriptive name for your agent (e.g., "Customer Support Bot", "Sales Assistant"). Write a clear description of what the agent will do. Select personality traits that match your brand voice - professional, friendly, casual, or technical.
Design Conversation Flow
Create welcome messages and define how your agent will greet users.
Write engaging welcome messages that introduce your agent and set expectations. Create fallback responses for when the agent doesn't understand a question. Set up conversation starters to guide users.
Add Knowledge Sources
Upload content, connect websites, or integrate with your existing knowledge base.
Start building your agent's knowledge by adding relevant content. You can upload documents, connect your website for automatic content scraping, add FAQ sections, or integrate with tools like Notion or Google Sheets.
Train and Test
Train your agent with your content and test its responses before going live.
Use the training interface to process your uploaded content. Test your agent by asking sample questions to ensure it provides accurate and helpful responses. Refine answers and add additional content as needed.
Configure Advanced Features
Set up actions, integrations, and advanced conversation capabilities.
Add AI actions like lead collection forms, Calendly integration for booking, custom buttons, or Zendesk ticket creation. Configure when these actions should trigger during conversations.
Deploy Your Agent
Choose how and where to deploy your trained AI agent.
Select your deployment method - website widget, standalone help page, or WhatsApp Business. Customize the appearance to match your brand, then generate the deployment code or link.
Knowledge Source Options
Choose the best way to train your AI agent with your existing content:
Website Content
Automatically scrape and train from your existing website
Best for: Companies with comprehensive websites
Document Upload
Upload PDFs, Word docs, and other files
Best for: Manuals, policies, and documentation
FAQ Database
Create structured question-answer pairs
Best for: Common customer inquiries
Text Content
Direct text input for specific information
Best for: Quick updates and specific content
Enhance with AI Actions
Add interactive capabilities to your agent with these powerful actions:
Lead Collection
Capture visitor information during conversations
Calendly Integration
Allow visitors to book meetings directly
Custom Buttons
Create interactive buttons for specific actions
Zendesk Tickets
Create support tickets for complex issues
Best Practices for Success
Common Mistakes to Avoid
Overloading with too much information at once
Start with core content and gradually expand your knowledge base
Not testing thoroughly before deployment
Test extensively with real customer questions before going live
Ignoring conversation analytics
Regularly review performance metrics and user feedback
Setting unclear expectations
Be transparent about what your AI agent can and cannot do
Ready to Build Your Agent?
Follow this guide step by step to create a powerful AI customer support agent that transforms your customer experience.
Need Help Building Your Agent?
Our support team is here to help you create the perfect AI agent for your business needs.