Create the chatbot record
Start by creating the chatbot and filling in the essential business information.
Keep the first version narrow so testing and iteration stay manageable.
Create chatbot form.
chatbot•4 min read
Create Your First AI Agent
Your first AI agent should start simple: clear role, clear tone, and practical business context.
Set role and tone
Choose a role that matches the real business objective, such as sales support or service support.
Then define the tone so responses feel consistent across sessions.
AI role and tone settings.