Create Agent

Step-by-step guide to creating your first AI agent.

Steps

  1. In the sidebar, click "AI Agents"

  2. Click "Create" button

  3. Enter agent name (e.g., "Sales Manager")

  4. Click "Create"

Agent Editor

After creation, you'll see the agent editor with tabs:

Basic Tab

  • System instruction — main rules for the agent

  • Model — choose AI model (GPT-4o recommended)

  • Role — select training role

  • KB Categories — link knowledge base

  • Active — enable/disable agent

Deals Tab

  • Select pipeline

  • Choose stages where agent responds

  • Add instructions per stage

  • Link KB articles to stages

Triggers Tab

Create automatic actions:

  • Send messages on keywords

  • Transfer to manager

  • Change deal stage

Chains Tab

Set up follow-up sequences:

  • Automatic reminders

  • Nurturing messages

  • Reactivation campaigns

Channels Tab

Connect messengers:

  • Telegram

  • WhatsApp

  • Instagram

  • Facebook Messenger

Integrations Tab

  • Kommo CRM status

  • Google Calendar setup

Advanced Tab

  • Working schedule

  • Response delay

  • Memory settings

  • AI model selection

Next Steps

Need Help?

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