Build with AI: spin up an agent in 3 minutes by describing it

Setting up a new agent has historically meant filling forms across a
dozen tabs — system prompt, behaviour rules, qualifying questions, tool
selections, persona settings. Build with AI collapses that into a
3-minute conversation.

Open it from Agents → + New agent → ✨ Build with AI (or directly at
/agents/new/wizard).

How the conversation works

You start by describing what the agent should do, in plain English:

> "I want an agent that books demos for our SaaS product. It should
> qualify leads on company size and budget before booking."

The wizard asks at most five clarifying questions, one at a time, on
topics like:

• Tone and persona
• Specific behaviors or rules
• What outcome counts as a win
• Anything the agent should never do

When it has enough, it proposes a complete configuration:

• Name — short, human-readable
• System prompt — the agent's identity and job description
• Behavior rules — bullet-list dos and don'ts
• Tools — a sensible subset of available tools
• Detection rules (optional) — "if X then tag/note/workflow"
• Qualifying questions (optional) — questions woven into the
• Persona tone — sets the formality slider

You see the full proposal in a card with collapsible sections. Click
✓ Create this agent to mint it, or Tweak it to adjust.

When to use the wizard vs templates

Wizard is better for:

• New users who don't know what tools or rules they need
• Specific verticals where templates are too generic ("HVAC technician
• Quick prototyping — get something live and iterate

Templates are better for:

• Standard sales / support / scheduling flows where the template fits
• When you want a known starting point to customize manually
• Replicating an existing agent's setup

After creation, you land on the agent's settings tab and can edit
anything — channels, persona details, additional rules, tools. The
wizard creates a real agent, not a placeholder.

Pro tips

• Be specific about the win. "Book a demo with sales" is better
• Mention your industry. "We sell HVAC services to homeowners" gives
• Mention what NOT to do. "Never quote prices, never promise refunds,
• Skip what you don't care about. If the wizard asks about persona

After creation

The new agent is live but not deployed. You'll still need to:

1. Connect it to a channel under the Channels tab
2. Activate it (top-right toggle on the agent page)
3. Optionally fine-tune anything the wizard generated

The whole flow — describe → review → create → channel → activate —
is usually under 10 minutes for a fresh agent.