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There are two ways to create an agent. Both start from Agents in the sidebar:
  • From website builds a working agent from your website. It drafts the name, greeting and instructions, and loads your pages as knowledge. Use it for your first agent and for most agents after that.
  • Blank agent opens a form where you write everything yourself. Use it when you have no website, when your website doesn’t describe what the agent is for, or when you already know exactly what the instructions should say.
Either way, you end up with the same kind of agent, and you can change everything later.

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Who can create agents

Owners and admins can create agents. People with the Agent role work conversations, but can’t create or change agents. See team and roles. There’s no limit on the number of agents. Every plan includes unlimited agents and knowledge sources. See plans and limits.

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From your website

This is the screen you see right after you sign up. You can also reach it from Agents → From website.
1

Enter your website address

Any public page works. https:// is optional. A site behind a password or a login can’t be read.
2

Say what the agent is for

Under What should this agent do?, pick one:
3

Pick where it answers

Under Where should it answer?, tick Website chat, Phone and/or Email. Pick at least one. Channels you leave unticked aren’t set up.
4

Build it

Click Build my agent. WireDesk reads a few pages of your site and drafts the agent, which takes about half a minute. Then it opens a chat with the new agent so you can try it straight away.
If WireDesk can’t read your site, you’ll see an error and a box to Describe the business instead. You’ll also see that box if you click Describe your business by hand instead. Write what you do, who you serve, your hours and location, and the questions people ask. Then click Build from these notes. The agent is drafted the same way, but starts with no knowledge sources, so add some under Knowledge next. If you reload the page or go back partway through, you’re returned to the agent that was built. You don’t have to start again.

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What it creates

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Blank agent

Go to Agents → Blank agent. The form is titled New agent. Click Create agent. The agent’s Overview opens, with a setup checklist of what’s left to do. A blank agent starts with all three channels switched on, but it can’t answer calls until it has a number. Lead capture is on and Request a human is off, the same as an agent built from a website. It has no knowledge until you add some. See knowledge.