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Creating Your First Agent

Follow this guide to create your first intelligent AI agent with Agentix.

Prerequisites

Before you begin, make sure you have:
  • An Agentix account
  • Access to the Agentix dashboard
  • A clear understanding of your agent’s purpose

Step 1: Access the Agent Builder

  1. Log in to your Agentix dashboard
  2. Click on “Create New Agent”
  3. Choose a template or start from scratch

Step 2: Configure Basic Settings

1

Agent Name

Give your agent a descriptive name that reflects its purpose
2

Description

Provide a brief description of what your agent will do
3

Personality

Choose the tone and personality that best fits your brand

Step 3: Define Agent Behavior

Configure how your agent will respond to different scenarios:

Response Patterns

  • Greeting Messages: How your agent welcomes users
  • Fallback Responses: What to say when uncertain
  • Escalation Rules: When to transfer to human agents

Knowledge Base

Connect your agent to relevant information sources:
  • Company policies
  • Product information
  • FAQ databases
  • Training materials

Step 4: Test Your Agent

Before deploying, test your agent thoroughly:
Always test your agent with real scenarios before going live
  1. Use the built-in testing interface
  2. Try various conversation flows
  3. Verify responses are accurate and helpful
  4. Check escalation procedures work correctly

Step 5: Deploy and Monitor

Once satisfied with your agent:
  1. Deploy to your chosen channels
  2. Monitor performance through analytics
  3. Gather user feedback
  4. Continuously improve based on data

Next Steps

Customize Your Agent

Learn how to fine-tune your agent’s behavior

Knowledge Management

Set up your agent’s knowledge base