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Create it

1

Open Agents

Go to Dashboard → Agents and click Create Agent.
2

Pick Chat Agent

Choose Chat Agent — “AI agent for WhatsApp & text-based conversations” — rather than Voice Agent.
3

Choose the channel

WhatsApp or Instagram. For Instagram, also pick the agent type: DM Agent, Comment Agent, or DM & Comments Agent.
The channel is fixed once the agent is created. It decides which configuration panels and which function types exist, so a WhatsApp agent cannot be converted into an Instagram one — create a second agent instead.
4

Continue into the builder

You land in the chat agent builder with an unsaved draft. Nothing exists on the server until you save.

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The builder

Three panes, left to right: Which configuration panels appear depends on the channel:

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The header

Along the top of the builder:
  • Agent name — editable inline. Give it a name that says what it does, not “Test 3”.
  • Agent ID — with a copy button. This is what the API and your own integrations reference.
  • Version selector — switch, create and publish versions. See Versions and publishing.
  • Save / Update — writes the current version.
  • Publish — makes a saved version the live one.
  • Import / Export — move an agent between accounts, or keep a JSON backup.
  • Live / In-Progress — Instagram agents only.
The builder tracks unsaved changes and blocks anything that would discard them — going back, switching version, publishing. Publishing ships the last saved version, which is not necessarily what is on your screen.

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Defaults a new agent starts with

Sensible out of the box, so a new agent is testable before you touch anything: The system prompt starts empty — that part is yours.

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Import and export

Export downloads the agent as JSON. You choose which versions to include, so you can ship just the published one or the full history. Import creates an agent from such a file. Use it to copy a working agent into another account, or to restore one.

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Then what

Write the system prompt

Start here — it matters more than any setting

Add functions

Give the agent something to do

Test it

Before a customer does

Go live

Attach it to a WhatsApp number or Instagram account