User Guide · Quick Start

Build Your First AI Agent

From a blank workspace to an agent that answers customers on a live channel, in five steps.

An Inboxi AI agent is a configured assistant: it has a name and a business context, a behavior you define, a knowledge base it answers from, and actions it can take. This guide walks you through creating one, testing it, and putting it live on a channel.

Before you start

  • An Inboxi workspace. Every plan starts with a 7-day free trial, no card needed.
  • Something for the agent to learn from: your website URL, a few text documents, or your store.
  • At least one channel you can connect, such as a WhatsApp Business number, an Instagram account or the website widget.

Overview

  1. 1
    Create the agent
    From a template, from scratch, or through the guided setup chat.
  2. 2
    Define identity and behavior
    Name, business context, tone, language and rules.
  3. 3
    Add knowledge
    Website, files, FAQ pairs or your store catalog.
  4. 4
    Test it
    Chat with the agent in the built-in phone preview.
  5. 5
    Publish and connect a channel
    Set it as the default agent and connect WhatsApp, Instagram or the widget.

1. Create the agent

Open AI Agents from the icon rail and click Create New Agent. You land on the template gallery.

inboxi.app/ai-agents/templates
Pick a ready-made role or start from a blank agent.
  1. 1Templates: Receptionist, Sales Agent and Support Agent come pre-configured for their role.
  2. 2Start from scratch opens an empty agent in the editor.
  3. 3Need something specific? Request a custom template.

Prefer to be guided? The AI Agent Setup chat interviews you instead of showing a form: it asks for your language, a name for the agent, whether to use your Inboxi store or an external website, your company name, the dialect the agent should speak, your business activity and niche, and the agent's goal. It then builds the agent for you. The same interview also runs inside the editor's preview phone when you create a new agent.

inboxi.app/ai-agents/onboarding
The setup interview starts by choosing English or Arabic.
  1. 1Choose the language the interview continues in.
  2. 2Answer in your own words, or pick a suggested option.

2. Define identity and behavior

The agent editor is split in two: settings on the left, a live test phone on the right. The tabs across the top are Identity & General, Behavior, Knowledge Base, Actions and Self-Learning.

inboxi.app/ai-agents/editor
The agent editor: configuration on the left, the test phone on the right.
  1. 1Build with AI: describe your business to the Copilot and it fills the settings in for you.
  2. 2Editor tabs: identity, behavior, knowledge, actions and self-learning.
  3. 3Test phone: chat with the agent as a customer would.
  4. 4Save Draft keeps your work; Publish makes it live.

On Identity & General, give the agent a name and fill in the Business Context: company name, activity, niche, goal, target audience and website. These fields shape how the agent understands and represents your brand. On Behavior, set the tone, language and the rules it must follow. The Agent editor page covers every field, and Build with AI explains the Copilot.

3. Add knowledge

On the Knowledge Base tab you can link your Inboxi store (the agent then knows your catalog and prices, can identify customers and look up their orders), add knowledge sources (a website URL or a text file such as .txt, .md or .csv), and write question-and-answer pairs in the FAQ Builder. Workspace-wide articles live in Settings › Knowledge Base.

inboxi.app/settings/knowledge
The workspace Knowledge Base: articles the Copilot searches first.
Start with what customers ask most: shipping times, return policy, prices and opening hours. See Knowledge base for formats and limits.

4. Test it

Use the Chat tab of the preview phone to ask the questions your customers really ask. The Contact fields tab shows what the agent captured about the "customer" during the test. If an answer is wrong, fix the knowledge or the behavior rules and ask again. More in Test & playground.

5. Publish and connect a channel

  1. 1
    Publish
    Click Publish in the editor. The agent card on the AI Agents page now shows ACTIVE.
  2. 2
    Make it the default
    On the AI Agents page, choose it under Default AI Agent. All new conversations are routed to this agent unless your workflow rules say otherwise.
  3. 3
    Connect a channel
    Open Channels from the icon rail and connect WhatsApp, Instagram, Messenger, Telegram or the website widget.
inboxi.app/settings/channels
The Channel Catalog. Connected channels show a green check and a Manage button.
  1. 1Filter the catalog: Business Messaging, Calls, SMS, Email, Live Chat.
  2. 2WhatsApp Business (Cloud API): connect or manage your number.
  3. 3Channels marked Coming soon are not available yet.
The agent replies only while it is active. In any conversation, your team can switch the AI off with the AI toggle in the chat header, and sending a manual reply automatically hands the conversation over to the human.

Next steps

Actions
Let the agent send payment links, create orders and escalate.
Automation
Workflows, automated messages and follow-ups.
Best Practices
Keep the agent accurate as you scale.