Quickstart: Build Your First Agent
This guide is for business users and product teams who want an agent running quickly using the UI. You will define deterministic journeys while the LLM handles natural language.
1. Create An Agent
Go to Agents > New Agent and fill in:
- Name and description
- Persona name
- Tone instructions
- Compliance instructions
Save the agent.
2. Add A Capability
Open your agent and click New Capability.
Define:
- Trigger goal that describes the user intent
- Trigger examples that mirror real customer language
3. Build The Journey
Use the Journey Composer to add steps:
- Collect to gather inputs
- Action to call integrations
- Choice to branch
- Confirm before sensitive changes
- Done to finish
- Escalate for human handoff
Keep the happy path short and clear.
4. Connect Resources
Create shared resources in Resources:
- Datapoints for validation
- Integrations to connect APIs
- Knowledge for FAQs and policies
Attach knowledge at the agent or capability level.
5. Test In Playground
Open Playground, select your agent, and test:
- Happy path
- Missing data
- API failures
- Escalation paths
Use the Debug Panel to inspect variables and actions.
6. Activate And Integrate
When ready:
- Save and compile the capability
- Toggle it Active
- Use the Converse API to connect your channel