User Guide · AI Agents

Agent templates

Start a new agent from a ready-made role or from scratch, and use the guided setup chat.

Create New Agent on the AI Agents page opens AI Agents › Templates. Here you choose how to start your agent.

inboxi.app/ai-agents/templates
AI Agent Templates (Beta).
  1. 1Ready-made roles: Receptionist, Sales Agent and Support Agent.
  2. 2Start from scratch opens a blank agent editor.
  3. 3Request Custom Template.

Available templates

TemplateBest for
ReceptionistGreets contacts, collects basic info and routes them to the right team.
Sales AgentQualifies leads, recommends products based on preferences and schedules demos.
Support AgentResolves common questions from your knowledge base and escalates complex issues.
Start from scratchA custom agent with your own rules and behaviors.
Templates are in beta. The most reliable path today is Start from scratch, followed by the guided setup or Build with AI, which tailors the agent to your actual business.

Guided setup chat

A new agent opens on a Setup tab in the test panel: a short interview that writes the first version of the agent for you.

inboxi.app/ai-agents/onboarding
AI Agent Setup starts by asking for your language.
  1. 1Choose English or العربية.
  2. 2Answer each question here.
  1. Language and agent name.
  2. Your data source: your Inboxi store, or an external website that is scanned for logo, colors, pages and social links. You can upload extra PDF or text files.
  3. Company name, activity, dialect and niche.
  4. Goals: Drive Sales, Product Catalog (No Ordering), Lead Generation, Customer Support, Booking / Scheduling.
  5. A short business description and target audience (both optional).
  6. Create Agent Now: the agent is created inactive with generated instructions and your website or file as a knowledge source.

After creating

  1. 1
    Review the instructions
    Open the Behavior tab and edit anything that does not sound like you.
  2. 2
    Add FAQs and actions
    Fill the FAQ Builder and switch on escalation, tagging and contact collection.
  3. 3
    Test
    Use the test chat or the graded test run.
  4. 4
    Publish and set as default
    Publish, then pick it under Default AI Agent on the AI Agents page.

Prefer a full walkthrough? Follow Build Your First AI Agent.