Quick Start Guide
Create your first AI agent in just 15 minutes with this step-by-step guide. No technical skills required!
Create Your First AI Agent in 15 Minutes
Let's create a simple AI agent that can answer questions about your business:
Create a New Agent
From your dashboard, click "AI Agents" in the sidebar, then "Create New Agent."
Give your agent a name and description that reflects its purpose (e.g., "Support Assistant" for handling customer questions).
Add Knowledge
In the Knowledge tab, click "Add Knowledge Source" and choose one of these options:
- Upload documents (PDFs, Word files, etc.)
- Connect a website URL
- Add Q&A pairs directly
For this quick start, try uploading 1-2 documents that contain information you want your agent to know, such as FAQs or product information.
Test Your Agent
Click on the agent you created and ask questions related to the knowledge you provided in the Knowledge tab.
If the agent doesn't answer correctly, you can:
- Add more specific knowledge
- Create direct Q&A pairs for important questions
- Adjust the agent's instructions
Deploy Your Agent
Once you're satisfied with your agent's responses, click on the "Integrations" button and choose where you want your agent to appear:
- Website widget
- Facebook Page Messenger
- Whatsapp (Coming soon)
- Viber (Coming soon)
For the quickest setup, choose "Website Widget" and copy the provided code snippet to add to your website.
Congratulations! You've created your first AI agent. It will continue to learn and improve as it interacts with users and as you add more knowledge.
What to Expect from Your First Agent
Your first agent might not be perfect right away, and that's normal! Here's what to expect:
Your new agent will be able to:
- Answer basic questions based on the knowledge you've provided
- Maintain context within a conversation
- Provide consistent responses to similar questions
- Direct users to additional resources when appropriate
The more specific knowledge you provide, the better your agent will perform from the start.
Quick Start for Automation
If you're interested in automation, here's how to create your first workflow:
Create a New Workflow
From your dashboard, click "Automation" in the sidebar, then "Create Workflow."
Give your workflow a name and description that reflects its purpose.
Select a Trigger
Choose what will start your workflow:
- A scheduled time
- A form submission
- A new record in a connected app
- An API call
- And many more options
Add Actions
Click the "+" button to add actions that will execute when the trigger fires:
- Send an email or message
- Create or update records in your tools
- Make API calls
- Use conditional logic for different scenarios
Test Your Workflow
Use the "Test" button to run your workflow with sample data and verify it works as expected.
Activate Your Workflow
Once testing is successful, toggle the "Active" switch to turn on your workflow.
For more detailed guidance on automation, visit our Automation section.
Next Steps After Quick Start
Once you've created your first agent and/or workflow, here are some recommended next steps:
Quick Start Troubleshooting
Encountering issues with your quick start? Here are solutions to common problems:
My agent isn't answering questions correctly
- Ensure your knowledge sources contain the information you're asking about
- Try adding direct Q&A pairs for important questions
- Check that your documents were processed successfully (no error messages)
- Use more specific questions during testing
I can't see my agent on my website
- Verify you've added the widget code just before the closing
</body>tag - Check for JavaScript errors in your browser console
- Ensure your agent is set to "Active" in the dashboard
- Try clearing your browser cache or testing in an incognito window
My workflow isn't triggering
- Confirm the trigger conditions are being met exactly
- Check connection credentials for any integrated apps
- Review error logs in the workflow history
- Ensure the workflow is toggled to "Active"
If you continue to experience issues, our support team is available to help at support@mazaal.ai.