Create Your First AI Agent
This walkthrough gets you through the create-agent wizard. For every field on each step, see Creating an AI agent.
Start the wizard
- Sign in and open Dashboard (for example live.chatmaven.ai/dashboard).
- Click Create New Agent (top right, next to Edit).
- You can also start from Agents in the settings bar.
The left sidebar shows your progress. Use Next and Back (or Close) to move. SPOTLIGHT lists shortcuts such as Web Chat and WhatsApp.
| Step | Label | Purpose |
|---|---|---|
| 1 | Templates | Choose a starter. |
| 2 | AI Config | Name, model, tone, and guidelines. |
| 3 | Knowledge Base | Add files, URLs, or Q&A. |
| 4 | Integrations | Connect channels and apps. |
There is no separate Training step. Sources you add in Knowledge Base process in place; wait until status is Completed before you expect those answers.
Step 1: Templates
The heading is Choose a Template. Pick one starter card, then click Next.
Templates cover common use cases (support, ecommerce, HR, healthcare, and more). Start from scratch asks you to describe the agent first. The full card list is on Creating an AI agent.
Step 2: AI Config
Name the agent, choose a workspace and model, set tone and creativity, and add standing guidelines. You can change all of this later under Agents → AI Settings.
Field-by-field detail: Creating an AI agent and AI Settings.
Step 3: Knowledge Base
Add files, website URLs, or typed Q&A so answers stay grounded in your content. You can skip this step and add sources later.
Details: Knowledge Base.
Step 4: Integrations
Web Chat is already on for new agents, so you can test with a Direct Link or embed without enabling it first. Other channels are optional—turn a card on and click Configure when that channel needs credentials.
Details: Integrations and Integrations overview.
After the wizard
Open Agents and select the new agent. The sidebar mirrors the wizard: General, AI Settings, Knowledge Base, and Integrations.
To try the agent without embedding anything, go to Web Chat → Deploy → Direct Link and send a few test messages.
Next steps
- Customize your agent — AI behavior vs Web Chat appearance.
- Creating an AI agent — Full wizard walkthrough.
- Getting started with AI agents — General tab, agent ID, and safety.
FAQ and troubleshooting
I created an agent but do not see it on my website.
The wizard does not publish a widget by itself. Copy the snippet or Direct Link from Web Chat → Deploy. See Deploy your agent.
Can I rename the agent later?
Yes from Agents. Open General to change AI Agent Name.
The agent gives generic answers.
Add knowledge and wait until Knowledge Sources shows Completed. Tighten guidelines on AI Settings, then test with Direct Link.