Create AI Agent

An AI Agent is your assistant that answers questions using the content you connect (website pages, files, or both).
This page covers how to create an agent and what each option means.

Create a new agent

Open AI Agents.

Click Add AI Agent.

Choose the agent category

You will see two choices:

Public Website Assistant

Choose this when the agent will be used by your website visitors.

Typical use cases:

Customer support (FAQs, policies, troubleshooting)

Sales and pre-sales (pricing, features, comparisons)

Lead generation (guiding users, collecting intent, routing queries)

This agent learns from your website content using crawling.

Private Knowledge Base

Choose this when the agent is for your team and staff (or restricted users).

Typical use cases:

SOPs, process documentation, internal training

HR policies, onboarding docs

Client documents for internal delivery teams

This agent can be protected via password, and can use files, website pages, or both.

Create Public Website Assistant

When you select Public Website Assistant, a form appears.

Fill these fields:

Website Base URL

The main website address the agent should learn from.
Example: https://yourdomain.com

Tip:

Use the base domain. You can add specific pages later.

Agent Name

A name to identify your agent in the dashboard and inside the widget.

Examples:

Website Support Agent

Sales Assistant

Booking Helper

Language

Default language used by the agent.

Agent Purpose (for classification only)

Agent Purpose is only for classification/labeling so you can organize your agents easily.
It does not change the agent’s intelligence by itself.

Available options:

General AI Agent

Customer Support Agent

Sales Agent

Other Agent

Description

A short description of what the agent should do (shown during setup).
Keep it specific and outcome-driven.

Examples:

“Answer questions about pricing, features, and policies. Help users contact sales when needed.”

“Support visitors with setup steps, troubleshooting, and account questions.”

Start crawling

After filling the form, click Create Agent and Start Crawling.

What this button does:

Creates the agent immediately

Starts crawling your website content using the base URL

Important:

If the agent has no pages linked, it will not have website knowledge yet.

You can add more pages anytime from Webpages in the left menu.

Create Private Knowledge Base Agent

When you select Private Knowledge Base, you create a restricted agent for internal knowledge.

Fill these fields:

Name

Agent display name.

Language

Default language for responses.

Select Agent Purpose (for classification only)

Agent Purpose is only for classification/labeling so you can organize your agents easily.
It does not change the agent’s intelligence by itself.

Options:

General AI Agent

Customer Support Agent

Sales Agent

Other Agent

Description (Max 100 chars)

A short line that tells what this agent is responsible for.

Examples:

“Answer SOP questions for operations team.”

“Internal product knowledge assistant.”

“HR policy assistant for staff.”

AI Agent Type

Choose how this agent will learn:

Hybrid (Website + Files)

Uses both linked webpages and linked files.

Best for internal portals, client websites plus internal PDFs, combined knowledge.

Generic (Chatbot without custom data)

No custom website/files knowledge.

Best for simple conversational agents that do not need training sources.

Access Type

Choose who can access the agent:

Public

Password

If you choose Password, users will need a password to use the agent.

Create

Click Create to finish. The agent will appear in your AI Agents list.

Next steps after creating

After the agent is created, click View Dashboard on the agent card.

From there you can:

Customize appearance and AI behavior in Quick Setup

Add website sources in Webpages

Link files in Files (files must be uploaded via File Manager first)

Copy installation code from Embed Code

Create a new agent#

Choose the agent category#

Public Website Assistant#

Private Knowledge Base#

Create Public Website Assistant#

Website Base URL#

Agent Name#

Language#

Agent Purpose (for classification only)#

Description#

Start crawling#

Create Private Knowledge Base Agent#

Name#

Language#

Select Agent Purpose (for classification only)#

Description (Max 100 chars)#

AI Agent Type#

Access Type#

Create#

Next steps after creating#

Create a new agent

Choose the agent category

Public Website Assistant

Private Knowledge Base

Create Public Website Assistant

Website Base URL

Agent Name

Language

Agent Purpose (for classification only)

Description

Start crawling

Create Private Knowledge Base Agent

Name

Language

Select Agent Purpose (for classification only)

Description (Max 100 chars)

AI Agent Type

Access Type

Create

Next steps after creating