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Step 2: Create Your AI Agent

Your AI agent is the personality and brain of your chatbot. This is where you define how your bot will interact with customers.

Accessing Agent Configuration​

  1. Navigate to Agent in the sidebar menu
  2. You'll see the agent configuration form
Agent setup in Simplifybot dashboard

Configuring Your Agent​

Agent Name​

  • Give your agent a friendly, memorable name
  • This name may be used in conversations
  • Example: "Sarah", "SupportBot", "Alex"

Greeting Message​

  • Define how your agent greets new customers
  • This is the first message customers see
  • Make it warm, welcoming, and informative
  • Tip: Use the "Suggest" button (✨) to get AI-generated suggestions
  • Example: "Hi there! I'm Sarah, your virtual assistant. How can I help you today?"

Farewell Message​

  • Define how your agent says goodbye
  • Use this to end conversations gracefully
  • Tip: Use the "Suggest" button for ideas
  • Example: "Thanks for chatting! Feel free to return if you have more questions."

Behavior & Capabilities​

Core Instructions​

  • Define the agent's primary purpose and responsibilities
  • Explain what the agent should do and how it should behave
  • Be specific about the agent's role
  • Example: "You are a customer support assistant for a coffee shop. Help customers with orders, answer questions about products, provide store hours and location, and handle complaints professionally."

Personality​

  • Describe the agent's personality traits
  • This shapes how the agent communicates
  • Tip: Use the "Suggest" button for personality ideas
  • Example: "Friendly, patient, and detail-oriented" or "Enthusiastic, helpful, and concise"

Tone​

  • Define the communication style
  • Should match your brand voice
  • Tip: Use the "Suggest" button for tone suggestions
  • Example: "Casual and approachable" or "Professional yet friendly"

Constraints & Limitations​

  • Define what the agent should NOT do
  • Set boundaries for the agent's behavior
  • Example: "Do not make promises about delivery times. Do not process payments. Do not share personal customer information."

Example Interactions​

  • Provide sample conversations to guide the agent
  • Show how the agent should handle different scenarios
  • Include both good and bad examples
  • Example: 
    Customer: "What are your store hours?"
    Agent: "We're open Monday-Friday 7am-7pm, Saturday 8am-6pm, and Sunday 9am-5pm. Is there a specific day you're interested in?"

    Customer: "Do you deliver?"
    Agent: "Yes! We offer delivery within a 5-mile radius. Orders over $25 get free delivery. Would you like to place an order?"

Saving Your Agent​

  1. Review all fields carefully
  2. Click "Save Agent" button at the bottom
  3. Wait for the confirmation message
  4. Your agent configuration is now active

Tips for Creating an Effective Agent​

  • Match Your Brand: The agent's personality should reflect your brand identity
  • Be Clear: Clear instructions lead to better responses
  • Test and Iterate: Start with basic configuration, then refine based on real conversations
  • Use Examples: Example interactions are powerful - include diverse scenarios
  • Set Boundaries: Clear constraints prevent the agent from overstepping

Updating Your Agent​

You can update your agent configuration anytime:

  1. Navigate to Agent in the sidebar
  2. Modify any fields
  3. Click "Save Agent" to apply changes
  4. Changes take effect immediately for new conversations

Next Steps​

Once you've created your AI agent, continue to: