Creating your first AI agent

Creating an agent goes through four screens: enter your website URL, confirm the training sources, set the appearance, and set the personality. The whole process takes a few minutes.

Screen 1: Website URL and agent type

1. Click Create New Agent on the left.
2. Enter your site's address in Your Website URL 1. Osentio finds the pages of the site and uses them as knowledge sources.
3. Choose a purpose in Agent Type 2, for example Customer Support Agent or Sales Agent. The type sets the agent's default way of answering and can be changed later.
4. Click Continue 3 and wait while the logo and links are fetched.

Screen 2: Confirm the training sources

1. Sources 1 on the left shows the links that were found and the space used so far.
2. If you like, click a row on the right 2 to add files, text or Q&A (see chapter 5). You can also add them later.
3. Click Train & continue 3. This uses one training.

Screen 3: Agent's UI

1. Enter the Agent Name 1. This is the name customers see in the chat window.
2. Choose a light or dark appearance and set the Primary Color 2 to match your brand.
3. Optionally upload a picture for the agent 3 (JPG, PNG, SVG or WebP, up to 200 KB).
4. Click Looks Good 4.

Screen 4: Agent's personality

1. Choose an AI model under Model 1.
2. Choose a template under Instructions 2; the matching instruction text appears below 3. Instructions define the agent's role, tone and what it may answer. You can edit the text freely.
3. Click Confirm Settings 4 to finish. The test page opens.

Waiting for the knowledge base

Right after an agent is created or retrained, the page shows “Knowledge base is updating”. Training usually takes a few minutes. You can leave the page and come back later to test.