Create your first agent

This tutorial creates a practical support or sales agent using the Nexaflow wizard, then tests it in the Playground.

#Before you start

Prepare:

• A short description of your business.
• The main job for the agent, such as support, lead qualification, appointment booking, or order help.
• At least one FAQ, policy page, or document to use as source knowledge.

#1. Start the wizard

1. Go to Agents.
2. Click New Agent.
3. In Discovery, describe the business and goal in plain language.

Example:

We run a specialty coffee store. The agent should answer menu questions, check catalog availability, and help customers place orders.

The wizard uses this to suggest industry, goal, modules, and a welcome message.

#2. Review personality

In the Personality step, review:

• Agent name
• Industry
• Goal
• Language
• Timezone
• Welcome message

Keep the welcome message short. The detailed behavior belongs in Agent Settings → System Instructions after the agent is created.

#3. Add training data

In Training, choose one of:

• File: upload PDFs, text files, manuals, menus, policies, or SOPs.
• URL: discover public pages and select which pages to ingest.
• Q&A: add exact question-answer pairs.
• Later: skip knowledge now and attach it later.

Use clear, factual content. The agent cannot reliably answer what is not present in its source material.

#4. Select modules

In Skills, choose modules the agent should be allowed to use.

Common choices:

• CRM for lead capture and contact records.
• Tickets for support cases.
• Scheduling for appointments and availability.
• Orders / Catalog for products, pricing, stock, taxes, and orders.
• Spreadsheet for structured rows, rules, and custom workflow records.

If you are unsure, start without modules and add them later.

#5. Open the new agent

After creation, the agent opens with tabs for:

• Playground
• Agent Settings
• Knowledge Base
• Modules
• Embed
• Channels
• Sessions
• Analytics

Use Save Changes after editing settings.

#6. Test in Playground

Ask three kinds of questions:

1. A question that should be answered from knowledge.
2. A question outside the knowledge base.
3. A question that should trigger a module action.

Example tests:

• “What is your refund policy?”
• “Can I book a 30-minute demo tomorrow?”
• “My name is Priya and I want pricing for my team.”

#7. Make it live

Use the Live Toggle in the agent header or Playground. Keep the agent offline until you have tested answers, escalations, and module actions.

#Related guides

• Configure agent settings
• Testing, sessions, and traces
• Web widget setup