Create an Agent in 2 Minutes

Name it. Give it context. Let it work.

Steps

1. Go to AI Agents in the sidebar
2. Click + New Agent
3. Enter a name (e.g., "Sales Bot", "Facebook Leads")
4. Fill in the basics:
   • Your Name — How AI introduces itself
   • Business Name — Your company
   • Industry — We'll optimize for it
5. Click Create

Done. Your agent is live.

What Happens Next

┌──────────────┐
│  Agent       │
│  Created     │
└──────┬───────┘
       │
       ▼
┌──────────────┐
│  Assign to   │  ← Lead source or individual leads
│  Leads       │
└──────┬───────┘
       │
       ▼
┌──────────────┐
│  AI Starts   │  ← Texts go out automatically
│  Working     │
└──────────────┘

FAQs

"How many agents can I create?" Unlimited on Pro plans. Starter plans include 1.

"Should I create one agent or many?" Start with one. Create more when you need different approaches for different lead types.

"Can I duplicate an agent?" Yes. Click Duplicate to copy an existing agent's settings.

"Can I delete an agent?" Yes. Leads assigned to it will need a new agent.

"Does creating an agent cost credits?" No. Only messages use credits.

"What's a good name for my agent?" Anything that helps YOU identify it. Leads never see the agent name.

Next Steps

• Configure your agent — Add business context
• Assign to leads — Point AI at your leads