Before you start
Navigate to AI Agents in the left sidebar, then click Create Agent in the top-right corner of the screen.Step 1 — Agent profile
In the first step, you define the agent’s identity and basic behavior.1
Enter the agent name
Type the name the agent will use when introducing itself to customers.Example: “Ana - BluBash Support”
2
Choose a purpose
Select the agent’s primary function:
- Sales — Lead qualification and deal closing
- Support — Technical problem-solving
- Customer Service — General assistance and routing
- Lead Generation — Capturing potential customers
3
Set the tone
Choose the communication style the agent should use:
- Formal — Professional and corporate language
- Normal — A balance between formal and casual
- Casual — Light and friendly language
4
Describe the behavior
Write a description of how the agent should act in conversations.Example: “Be cordial and empathetic. Ask questions to understand the customer’s needs and direct them to the correct team.”
5
Click Next
Proceed to the company information step.
Step 2 — Company information
Provide details about your company so the agent understands the business context.1
Enter your company name
Type the name of your company.
2
Describe your company
Add a detailed description of your business, products, and services.Example: “A technology company specializing in customer service solutions via WhatsApp, Instagram, and other channels.”
3
Click Next
Proceed to the review step.
Step 3 — Review and create
Review all the information you’ve configured before creating the agent.1
Verify agent details
Check the name, purpose, and tone you selected.
2
Confirm company information
Make sure the company name and description are accurate.
3
Click Create Agent
The agent will be created and you’ll be redirected to its detail page.
Recommended next steps
After creating your agent, complete the following before activating it:- Add training — Teach the agent with business-specific information.
- Configure skills — Define actions the agent can execute automatically.
- Adjust settings — Customize behaviors like emoji use, response splitting, and topic restrictions.
- Test the agent — Simulate conversations to validate behavior.
A newly created agent is inactive by default. You need to activate it manually after completing training and configuration.