User Guide

Everything you need to build, deploy, and manage your AI assistants — step by step.

Creating an Agent

Build your first AI chatbot in four guided steps.

Choose a Template (Optional)

When you click Create Agent, you'll first see a gallery of industry templates. Pick one to pre-fill the system instruction and sample knowledge base, or choose Start from Scratch.

Available templates include Customer Support, E-commerce, Education, Hospitality, Fitness, Travel, and more.

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Tip: Templates are a great way to get started quickly. You can always customise the system instruction and knowledge base after creation.

Quick Compliance Check

After selecting a template (or starting from scratch), you'll answer a short compliance check. Most FAQ and support agents do not need extra paperwork. The five questions appear on their own screen; a Data Processing Agreement form is shown only if your answers require one.

You can continue without a DPA when questions 1–4 are No, and question 5 is Yes, I have consent or Will not collect personal information. A DPA is required if any of questions 1–4 is Yes, or question 5 is No.

Does your agent handle health-related data? (Yes requires a DPA)
Does it contain tenant history or housing data? (Yes requires a DPA)
Does it store financial credentials? (Yes requires a DPA)
Are you a regulated entity? (Yes requires a DPA)
If it will collect personal information, do you already have visitor consent? Choose “will not collect personal information” for a typical FAQ bot. “No” requires a DPA.

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Important: If your answers indicate sensitive data handling or missing consent for personal data, you will be asked to sign a Data Processing Agreement (DPA) on the next screen. Our admin team reviews it before you can create agents. You can go back and change your answers at any time.

Step 1 - Basic Info

Enter the core details for your agent:

Agent Name - A descriptive name (2–100 characters)
System Instruction - The personality, behaviour, and rules for your agent (10–2,000 characters). This is auto-populated if you chose a template.
AI Model - Choose which AI engine powers replies. Each option shows roughly how many credits it uses per answer.

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Tip: For FAQ and booking bots, pick a standard model — they use fewer credits. Premium models cost more credits per reply and are best when you need harder reasoning. See Usage & Billing for how credits work.

Step 2 - Customisation

Personalise the look and feel of your agent:

Welcome Message - The first message visitors see when the chat widget opens (up to 500 characters)
Theme Colour - Pick a brand colour using the colour picker to match your website

Step 3 - Knowledge Base

Optionally add initial knowledge for your agent. You can paste text content (up to 100KB) that will be automatically chunked and embedded for AI retrieval.

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Note: You can add more knowledge sources later - including file uploads, URL crawling, and Google Docs sync. See the Knowledge Base section for details.

Step 4 - Consent & Create

Review and confirm:

Check the consent box confirming your agent won't process sensitive personal data without proper agreements
Click Create Agent

Your agent will be created with a unique ID and you'll be redirected to its detail page where you can manage all settings, test the chat, and add more knowledge.

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