Getting Started with AI Agent Builder

Welcome to Edesy's AI Agent Builder! This guide will walk you through creating your first AI agent from scratch. By the end, you'll have a working AI agent ready to handle customer conversations.

What You'll Learn

• Creating your first AI agent
• Configuring AI settings
• Adding knowledge and training
• Deploying to your channels
• Testing and iteration

Time required: 30 minutes

Prerequisites

• An Edesy account (sign up free)
• Basic understanding of what you want your agent to do
• Some content for your knowledge base (FAQs, docs, etc.)

Step 1: Create Your Agent

After logging in, you'll see the dashboard. Let's create your first agent.

1. Click "Create Agent" button

2. Choose a template or start from scratch:

   • Customer Support - For handling inquiries
   • Sales/Lead Qualification - For capturing and qualifying leads
   • Appointment Booking - For scheduling
   • Blank - Start from scratch

3. Give your agent a name (e.g., "Support Bot" or "Sales Assistant")

4. Add a description for internal reference

Step 2: Configure Basic Settings

Agent Personality

Define how your agent should communicate:

Personality Options:
├── Professional - Formal, business-like
├── Friendly - Warm, conversational
├── Casual - Relaxed, informal
└── Custom - Define your own tone

Best Practice: Match your brand voice. If your website is casual and fun, your AI should be too.

Language Settings

• Primary Language: The main language your agent speaks
• Additional Languages: Enable multilingual support (50+ available)
• Auto-detect: Let AI detect and respond in user's language

Step 3: Add Your Knowledge Base

Your AI agent's intelligence comes from the knowledge you provide.

Ways to Add Knowledge

1. Upload Documents

   • PDF, DOCX, TXT files
   • FAQ documents
   • Product catalogs
   • Policy documents

2. Website Crawl

   • Enter your website URL
   • AI crawls and extracts relevant content
   • Automatically stays updated

3. Manual Entry

   • Add Q&A pairs directly
   • Perfect for specific responses
   • Override AI for critical questions

4. API Integration

   • Connect to CRM, helpdesk, e-commerce
   • Real-time data access
   • Dynamic responses

Knowledge Base Tips

Step 4: Configure AI Settings

Model Selection

Choose the AI model that powers your agent:

Recommendation: Start with GPT-4o-mini for most use cases. Upgrade if needed.

Temperature

Controls response creativity:

• 0.1-0.3: Consistent, predictable (best for support)
• 0.4-0.6: Balanced
• 0.7-1.0: Creative, varied (best for content)

Response Length

• Short: Quick, concise answers
• Medium: Balanced detail
• Long: Comprehensive explanations

Step 5: Set Up Actions

Actions let your AI agent actually do things, not just talk.

Available Actions

Built-in Actions:
├── Send Email
├── Create Ticket
├── Schedule Meeting
├── Look Up Order
├── Update CRM Record
└── Transfer to Human

Custom Actions (via API):
├── Any REST API call
├── Webhook triggers
└── Database operations

Example: Order Lookup Action

1. Go to Actions > Add Action
2. Select "API Call"
3. Configure:

   Name: Look Up Order
   Method: GET
   URL: https://api.yourstore.com/orders/{order_id}
   Headers: Authorization: Bearer {{api_key}}
   

4. Map response fields to variables
5. Create response template

Step 6: Configure Channels

Deploy your agent where your customers are.

Web Chat

1. Go to Channels > Web Chat
2. Customize appearance (colors, position, avatar)
3. Copy embed code
4. Add to your website

<!-- Add before </body> -->
<script src="https://cdn.edesy.in/agent-widget.js"></script>
<script>
  EdesyAgent.init({ agentId: 'your-agent-id' });
</script>

WhatsApp

1. Connect your WhatsApp Business account
2. Verify phone number
3. Set up message templates
4. Enable the channel

Other Channels

• Email: Connect inbox, AI responds to emails
• SMS: Via Twilio integration
• Voice: Phone call handling
• Slack/Teams: Internal use

Step 7: Test Your Agent

Before going live, test thoroughly.

Built-in Test Console

1. Click "Test Agent" in the dashboard
2. Simulate real conversations
3. Check knowledge retrieval
4. Verify actions work

Testing Checklist

• Common FAQs answered correctly
• Handles unknown questions gracefully
• Actions execute properly
• Escalation works
• Tone matches your brand
• Multi-turn conversations flow naturally

Test Scenarios

1. Happy Path
   "What are your business hours?"
   → Should answer from knowledge base

2. Action Required
   "Where is my order #12345?"
   → Should look up and respond with status

3. Unknown Question
   "Can you help me with quantum physics?"
   → Should gracefully decline or redirect

4. Escalation
   "I want to speak to a human"
   → Should transfer or provide contact

Step 8: Go Live

Ready to launch? Here's a safe rollout plan:

Soft Launch (Week 1)

• Enable for 10-20% of traffic
• Monitor all conversations
• Review AI responses daily
• Fix any issues immediately

Expanded Rollout (Week 2-3)

• Increase to 50% of traffic
• Continue monitoring
• Gather customer feedback
• Refine knowledge base

Full Launch (Week 4+)

• 100% traffic
• Establish regular review cadence
• Set up alerts for edge cases
• Continuous improvement

Monitoring and Analytics

Track your agent's performance:

Key Metrics

Dashboard Features

• Real-time conversation monitoring
• Response quality scoring
• Trend analysis
• Export and reporting

Common Issues and Fixes

"AI gives wrong answers"

• Review and update knowledge base
• Add explicit Q&A pairs for problem areas
• Adjust temperature settings

"AI doesn't know enough"

• Add more source documents
• Enable website crawling
• Create manual entries for gaps

"Responses feel robotic"

• Adjust personality settings
• Add example responses in training
• Increase temperature slightly

"Escalation happens too often"

• Expand knowledge coverage
• Add more action capabilities
• Review escalation triggers

Next Steps

Congratulations! Your AI agent is live. Here's what to do next:

1. Monitor daily - Review conversations for the first week
2. Iterate - Improve based on real interactions
3. Expand - Add more channels and capabilities
4. Integrate - Connect to more systems
5. Scale - Handle more use cases

Resources

• How to Build a Customer Support AI Agent
• AI Agent vs Chatbot: What's the Difference?
• 10 Use Cases for AI Agents in E-commerce

Need Help?

• Documentation
• Contact Support
• Community Forum

Happy building!