Create your first AI agent in BluBash

The creation wizard has three steps: Profile, Company and Review. After it is created, the agent still needs training, skills and a test before you link it to the channels it will serve.

Create, train, configure skills and test the agent

Before you start

You need the Administrator role. Manager and Member cannot create or configure AI agents.
Have your service script ready: what the agent asks, in which order, what it must never say and when it transfers to the team.
Have a short description of the company, its services and business hours.

To open the wizard, go to AI Agents in the sidebar and click Create Agent in the top right corner.

Step 1: Profile

Define the agent’s identity and behavior. All fields are required.

Field	What to enter
Avatar	The agent’s image. Click the refresh button next to the avatar to generate another image.
Agent Name	The name the agent uses to introduce itself. Example: Lia.
Purpose	Sales, Support, Customer Service or Lead Generation.
Tone	Formal, Normal or Relaxed. Use the same tone your team uses with customers.
Behavior	Instructions on how the agent talks, what it asks and when it hands off to the team. Up to 5,000 characters; a counter shows the total used.

Example Behavior:

You are Lia, the assistant of Atlas Consulting. Answer in a friendly, objective way.
For new customers, find out the service of interest, the tax regime, revenue,
number of employees and the best time to call. Then record a summary in a note
and transfer to the Sales team. Never quote prices: say the consultant will send the proposal.
If the customer asks to talk to a person, transfer immediately.

Click Next.

Write the behavior as a service script: what to ask, in which order, what never to say and when to transfer. The note, tag and transfer skills follow these rules when deciding what to do.

Step 2: Company

Enter the Company Name and the Company Description. Both fields are required.

Company step with the name and description of Atlas Consulting

Example description: “Accounting and financial outsourcing firm for small and mid-sized companies. Open Monday to Friday, 8 AM to 6 PM.” Click Next. To fix something in the previous step, click Back.

Step 3: Review

Check the purpose, tone, behavior and company information. Click Create. When it finishes, BluBash opens the agent page on the Profile tab.

Review step with the agent summary before creation

Edit the agent after creation

What to change	Where
Name	Click the agent name at the top of the page, change it and click Save
Avatar	Click the avatar at the top of the page to generate a new image
Purpose, tone, behavior and company information	Profile tab > Edit Profile, then Save

Before the agent starts serving customers

Train

Add frequent questions, files and your company website.Train the agent →

Configure the skills

At a minimum: Add tag, one Transfer to team for each area and, if your operation uses Pipelines, Manage deals. Internal notes already come as a native skill.Configure skills and apps →

Adjust the settings

Split responses, emojis, closing conversations, memory of the last conversation and voice response.Agent settings →

Test

Simulate real conversations in Test Agent.Test the agent →

Activate and link to channels

Make sure the agent is Active and choose it in the AI Agent (Optional) field of each channel: WhatsApp, Instagram or Webchat.Activate the agent and link it to channels →

The agent only serves customers after it is linked to a channel. Train and test before linking it so the first customer already gets correct answers.

Common errors

Problem	How to fix
The Next button does not move forward	Fill in all required fields. The red message points to the missing field.
The agent answers in a generic way	The behavior is vague or training is missing. Detail the script and add content in the Trainings tab.
The agent is not available to select in the channel	Only active agents appear in the AI Agent (Optional) field. Activate the agent in the AI Agents list.

See how the agent and the team work together →

Get Started

AI Agents

Conversations

Pipelines

Tasks

Contacts

Reports & Insights

Campaigns

Channels

Templates

Team & Settings

Create your first AI agent in BluBash

Before you start

Step 1: Profile

Step 2: Company

Step 3: Review

Edit the agent after creation

Before the agent starts serving customers

Common errors

​Before you start

​Step 1: Profile

​Step 2: Company

​Step 3: Review

​Edit the agent after creation

​Before the agent starts serving customers

​Common errors

Before you start

Step 1: Profile

Step 2: Company

Step 3: Review

Edit the agent after creation

Before the agent starts serving customers

Common errors