Creating an Agent
- How to navigate to the Agents page and create a new agent
- What each field on the agent creation form does
- How the form changes based on the assistant type you select
Creating an AI agent in AutoTalk lets you automate customer conversations. Each agent has its own name, type, and configuration, so you can tailor multiple agents for different purposes (sales, support, scheduling, etc.).
Step 1 — Open the Agents page
- In the AutoTalk sidebar, go to Automacoes (Automations).
- Click Agentes (Agents).
- You will see the agents list page with the title "Agentes" and a table of any existing agents.
Step 2 — Start creating a new agent
Click the "Add new agents" button at the top of the list. This opens the agent creation form.
Step 3 — Fill in the top-level fields
The creation form always shows three top-level fields, regardless of which agent type you choose:
| Field | Description |
|---|---|
| Nome (Name) | A text input where you enter a descriptive name for your agent (e.g., "Customer Support Bot" or "Appointment Scheduler"). |
| Tipo de assistente (Assistant Type) | A dropdown with four options: llm, typebot, botpress, or botpress_selfhosted. This determines how the agent processes conversations. |
| Nivel do Log (Log Level) | A dropdown that controls logging verbosity for this agent. Higher verbosity captures more detail, which is useful during setup and troubleshooting. |
Step 4 — Configure type-specific settings
After selecting the assistant type, the form adapts to show fields relevant to that type:
- If you select "llm": Additional fields and four configuration tabs appear (General, Messages, Actions, and Tools). See Configuring LLM Models and System Messages and Tools for full details.
- If you select "typebot": Fields appear for connecting your Typebot chatbot flow. See Typebot.
- If you select "botpress": Fields appear for connecting to a Botpress Cloud bot. See Botpress.
- If you select "botpress_selfhosted": Fields appear for connecting to a self-hosted Botpress instance on your own server. See Botpress.
Step 5 — Save the agent
Once all fields are configured, click Save. The agent appears in your agents list and is ready to be assigned to a channel.
Assigning an agent to a channel
After creating the agent, connect it to one or more messaging channels so it can respond to incoming customer messages:
- Go to your Channels settings.
- Select the channel you want to automate (e.g., a WhatsApp number or webchat widget).
- In the channel configuration, find the agent or bot assignment option.
- Select your newly created agent.
- Save the channel settings.
The agent will now automatically respond to messages received through that channel.
Start simple. Create an agent with a clear name, choose the "llm" type if you want flexible AI conversations, and configure the basics first. You can always refine the settings, add tools, and expand system messages later.