Creating an agent
This guide covers the agent creation flow from + New agent through publish.
Pick a starting point
On the dashboard's Agents page, click + New agent. You'll choose between a blank slate and a template. Templates give you a working agent + slides; you customize from there.
Set the persona
The persona is one paragraph describing how the agent behaves. Be specific about voice, scope, and what to do when it doesn't know.
A great persona names the agent, names what they do, and names what they don't do. "You are Marlow, a sales assistant for Acme Furniture. Help visitors find the right couch. If they ask about anything else, redirect kindly."
Pick a voice and avatar
The dashboard previews voices on click — try a few before committing. Avatar is optional; without one, the agent is voice-only and consumes far fewer credits per session.
Add slides (optional)
For walkthrough-style experiences, add slides. See Slides → Overview.
Connect a knowledge base (optional)
Drop in PDFs, paste in URLs, or write inline content. The agent grounds answers in this material.
Test in the editor
Click Test to talk to the agent right in the editor. Iterate until it feels right.
Publish
Click Publish to get a public URL and embed snippet.