🏁Quickstart
🏁 Build your first agent—a customer service agent that answers questions from your own knowledge and escalates to people when needed. It offers the fastest return and the clearest value.
What you will build
An agent that receives a customer message, searches your knowledge (policies, pricing, FAQs), responds in your tone, and escalates to the human team when the request falls outside its scope.
The nine steps
- Define the goal and scope: What exactly should the agent do, and what must it not do?
- Prepare the knowledge base: Upload and index files, policies, and pricing with RAG.
- Connect apps: Link the apps required by the agent blueprint (WhatsApp · CRM · store…).
- Set personality and tone: Define response style, dialect, and identity.
- Design the workflow: Configure triggers, actions, and classifications.
- Add guardrails and escalation: Decide when to hand off to people and what must never be said.
- Define outputs and reports: Decide what the agent produces and who receives it.
- Test and measure (KPIs): Test real cases and define success metrics.
- Launch and improve continuously: Launch V1, then improve it using real data.
✅ After publishing, review Logs to inspect every conversation step by step, then improve the instructions, knowledge, and guardrails.
Next step
- Read Agents → Overview to understand the parts of an agent.
- Read Knowledge Bases to configure RAG correctly.
- Read Workflows → Core Triggers to connect the agent to your channels.