Create an agent — step-by-step wizard

The creation wizard guides you through your AI agent’s initial setup in 6 steps. You can complete it in a few minutes, and the result is an agent ready to test. To start, go to My agents in the side menu and click New agent (or Create my first agent if you don’t have any yet). The wizard opens full screen. At the top you see the steps — Type · Analysis · Business · Training · Model · Widget — and you can click one you already visited to go back. With ← Back you return to the previous step.

Save and exit, at the top right, creates the agent as a draft with what you have so far and takes you back to My agents. You can complete the rest later from the agent’s tabs.

Step 1 — Type

The What will your agent do? screen shows the available templates. Each template comes with instructions and fields ready for that job; everything can be adjusted later. You can search with Search templates… or filter by category: All, Support, Sales, Scheduling, Industries, and Internal team.

Type	Description
Customer support	Resolves questions, issues, and general customer inquiries
General AI agent	A versatile assistant for a wide range of questions
Sales agent	Qualifies prospects, explains value, and guides them toward conversion
Lead generation	Captures qualified leads and routes them to the right next step
E-commerce support	Helps with orders, products, shipping, returns, and policies
Product recommendation	Helps find the right product based on the user’s needs
Technical support	Diagnoses technical issues and guides step by step
SaaS onboarding	Helps new users set up their account, learn workflows, and activate
Booking & scheduling	Answers scheduling questions and guides users to book appointments
HR & benefits assistant	Answers internal questions about HR, policies, benefits, and workplace resources
Internal IT helpdesk	Helps employees with accounts, devices, access, and internal tools
Real estate assistant	Answers property questions, schedules visits, and assists buyers and renters
Healthcare front desk	Answers questions about the clinic or practice and routes patients
Education admissions	Helps prospective students with programs, admissions, and enrollment
Travel & hospitality	Answers guest and traveler questions and guides bookings or planning
Restaurant assistant	Answers questions about the menu, reservations, location, and dietary restrictions
Legal intake	Collects initial details on legal inquiries without giving legal advice
Finance/insurance assistant	Helps with financial products, coverage, and general guidance
Event assistant	Answers event questions and guides registration or attendance
Nonprofit/donor support	Answers donor, volunteer, program, and impact questions

Template fields

Some templates ask for additional data that is inserted into the instructions, marked with the FROM THE TEMPLATE label: for example, Conversion goal in Sales agent, Return policy URL in E-commerce support, or Booking link in Booking & scheduling.

Your website

Type your site’s address in Your website (for example, example.com) and click Analyze my site. From it, ChatNorris gets your brand’s name, description, logo, and color. If you don’t have a website, check I don’t have a website and fill in Business name and What does your business do?. Without a website, the wizard skips the analysis and the training; you can upload documents later from the Knowledge Base.

Start from scratch creates the agent instantly with the chosen template and takes you to its panel, without going through the rest of the wizard.

Step 2 — Analysis

While ChatNorris analyzes your site, the Building your agent. screen shows the progress:

Reading your website
Identifying your brand
Summarizing what you do
Creating your agent
Drafting instructions
Writing welcome messages

If the site can’t be read, you’ll see We couldn’t read your site. You can keep going anyway: fill in the name and description by hand in the next step.

Step 3 — Business

In Does this look right? you review what ChatNorris detected:

Business name — your company’s name.
What does your business do? — a short description. It’s written in your language even if your site is in another one, and it’s saved as the agent’s description.
Detected brand — the logo and color found on your site, which are used in the widget at the end.

Fix anything that’s off (your agent introduces itself with this) and click Looks good.

Step 4 — Training

In Train your agent with your site. ChatNorris looks for your site’s public pages to add them to the agent’s knowledge base. You’ll see how many pages it found, up to a maximum of 60. If it doesn’t find more pages, it reads only the home page.

This domain only — skips subdomains (like blog.yoursite.com).
In Advanced options: Exclude paths (for example /blog, /legal, /admin) and Exclude domains.

Click Train and continue, or Skip for now if you’d rather choose the content yourself later. From My agents → [your agent] → Knowledge Base you can crawl your site reviewing the pages before training, or use a sitemap, a list of URLs, documents, text, or FAQs. See Knowledge Base.

Step 5 — Model

AI model

Choose the AI model. The wizard suggests three options, each with its cost in credits per message:

the RECOMMENDED model (the best balance of quality and cost),
the most affordable one in your plan (fast, ideal for FAQs and high volume),
an alternative from another provider.

See all N models opens the full list, with a search box. Models your plan doesn’t include appear with Requires . You can change the model whenever you want from the agent’s settings. For more detail on what to choose, see the models guide.

Only answer from its knowledge base

The Only answer from its knowledge base switch (KB-Only mode) makes the agent, if it doesn’t know something, say so instead of making it up:

The agent doesn’t use the AI model’s general knowledge.
It’s ideal for support assistants where accuracy is the priority.

If you turn it off, the model can supplement with its general knowledge when the knowledge base has no relevant information. You can change it later in Settings → AI.

Agent instructions (system prompt)

The Agent instructions field is generated from the chosen template and what ChatNorris read about your business. You can edit it freely; Restore template goes back to the original text, and Use suggested settings resets the whole step. Recommended structure:

You are [name/role] at [company]. Your mission is [main goal].
Tone: [formal/friendly/concise].
Limits: only answer questions about [allowed topics].
If you don't know something, say so and suggest contacting [support channel].

In Give your agent a face. you customize how your visitors will see the widget. Changes are reflected instantly in the PREVIEW, which you can view Open or Closed.

Field	Description
Primary color	Color of the widget’s header and button. If you analyzed your site, the detected color appears first (From your site); with Pick another color you use a different one.
Text and icons	Auto picks white or dark so it’s always readable; you can also choose White or Dark by hand.
Logo	PNG, JPG, SVG, or WebP, up to 2 MB. If you analyzed your site, the detected logo is used until you upload another one.
Agent name	How the bot introduces itself in the widget. Use a person’s name or a role, not the company’s.
Welcome message	The first message the widget shows when it opens. It comes suggested with the agent’s and your business’s names.

Click Create agent.

You can edit all these values again at any time from the agent’s Customize tab. There you’ll also find additional options (branding, widget behavior, visibility) — see Customize the widget.

After the wizard

When you finish, the agent is created as a draft in My agents and you see the To publish list, with four steps that check themselves off as you complete them:

Knowledge Base — completed with at least one source. If you trained with your site in step 4, it’s done.
Customize — completed when you save in Customize or upload your own logo or avatar.
Test in Playground — completed with the first message you send in the Playground (or with any real conversation).
Connect a channel — completed when you publish the agent: the web widget from Deploy, or WhatsApp, Instagram, Telegram, Messenger, Email, or Google Reviews from the same tab.

From that screen you can go to My agents or straight to the Playground with Test in Playground →. The same To publish list appears on the agent’s card in My agents while it’s still a draft.

Knowledge Base

Train it with your company’s content.

Install the widget

Copy the snippet and paste it into your site.

Connect channels

Turn it on in WhatsApp, Instagram, and other channels.

Customize the widget

Adjust colors, logo, and messages.

Agent actions

Lead Form, Human Handoff, scheduling, payments, and more.

Advanced settings

Security, variables, and canned responses.

Getting started

AI agents

Web widget

Channels

Conversations and live chat

Campaigns

Leads and analytics

Team

Account and settings

Billing

Troubleshooting

FAQ

Glossary

Public API v2

Create an agent — step-by-step wizard

Create an agent — step-by-step wizard

Step 1 — Type

Template fields

Your website

Step 2 — Analysis

Step 3 — Business

Step 4 — Training

Step 5 — Model

AI model

Only answer from its knowledge base

Agent instructions (system prompt)

Step 6 — Widget

After the wizard

Knowledge Base

Install the widget

Connect channels

Customize the widget

Agent actions

Advanced settings

​Create an agent — step-by-step wizard

​Step 1 — Type

​Template fields

​Your website

​Step 2 — Analysis

​Step 3 — Business

​Step 4 — Training

​Step 5 — Model

​AI model

​Only answer from its knowledge base

​Agent instructions (system prompt)

​Step 6 — Widget

​After the wizard

Knowledge Base

Install the widget

Connect channels

Customize the widget

Agent actions

Advanced settings

Create an agent — step-by-step wizard

Step 1 — Type

Template fields

Your website

Step 2 — Analysis

Step 3 — Business

Step 4 — Training

Step 5 — Model

AI model

Only answer from its knowledge base

Agent instructions (system prompt)

Step 6 — Widget

After the wizard