How to Create An AI Agent?

Step 1: Access the AI Dashboard

• Sign into your platform and go to the AI dashboard.​

Step 2: Go to the AI Agents Page

• Navigate to the "AI agents" page within the dashboard.​

• If you need help accessing the dashboard, refer to the separate video on that topic.​

Step 3: Create a New AI Agent

• Click on "New AI Agent".​

• Enter a name for your agent (e.g., "Support Agent" or "Sales Agent").​

Step 4: Train the AI Agent with Your Content

• Select the agent you want to train.​

• Choose the option to upload files for training.​

• Supported file types are PDF, DOC, TXT, Excel, and CSV.​

• Upload your file; the AI agent will be trained using that content.​

Step 5: Review Training Resources (Optional)

• For more details on training the AI agent with your files, consult the specific video dedicated to that step.​