> For the complete documentation index, see [llms.txt](https://docs.cekat.ai/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.cekat.ai/en/ai-and-platform/ai-agent.md).

# AI Agent

### How to create an AI Agent

Here's how to create an AI Agent in CekatAI:

1. **Log in to CekatAI:**
   * Sign in to your CekatAI account.
2. **Click "AI Agents":**
   * Find the "AI Agents" menu on your dashboard and click it.

     <img src="https://ajeuwbhvhr.cloudimg.io/colony-recorder.s3.amazonaws.com/files/2024-12-06/5b48967d-7f4a-437b-9d64-700362d21778/ascreenshot.jpeg?tl_px=0,141&#x26;br_px=1719,1102&#x26;force_format=jpeg&#x26;q=100&#x26;width=1120.0&#x26;wat=1&#x26;wat_opacity=0.7&#x26;wat_gravity=northwest&#x26;wat_url=https://colony-recorder.s3.us-west-1.amazonaws.com/images/watermarks/FB923C_standard.png&#x26;wat_pad=79,276" alt="" width="375">
3. **Click "Create New":**
   * Choose the option to create a new AI Agent.

     <img src="https://ajeuwbhvhr.cloudimg.io/colony-recorder.s3.amazonaws.com/files/2024-12-06/35ee7287-0d8c-4cbe-a1b9-fb2be5d546e3/ascreenshot.jpeg?tl_px=500,281&#x26;br_px=2220,1242&#x26;force_format=jpeg&#x26;q=100&#x26;width=1120.0&#x26;wat=1&#x26;wat_opacity=0.7&#x26;wat_gravity=northwest&#x26;wat_url=https://colony-recorder.s3.us-west-1.amazonaws.com/images/watermarks/FB923C_standard.png&#x26;wat_pad=524,277" alt="" width="375">
4. **Name your AI Agent:**
   * Type in the name you'd like to give your AI Agent.
5. **Click "Create AI Agent":**
   * Once you've entered a name, click the button to create your AI Agent.

     <img src="https://ajeuwbhvhr.cloudimg.io/colony-recorder.s3.amazonaws.com/files/2024-12-06/f61af477-25be-4c0f-80e8-c741b2068771/ascreenshot.jpeg?tl_px=436,561&#x26;br_px=2156,1522&#x26;force_format=jpeg&#x26;q=100&#x26;width=1120.0&#x26;wat=1&#x26;wat_opacity=0.7&#x26;wat_gravity=northwest&#x26;wat_url=https://colony-recorder.s3.us-west-1.amazonaws.com/images/watermarks/FB923C_standard.png&#x26;wat_pad=524,277" alt="" width="375">
6. **Open the General tab:**
   * You'll land on the General tab. This is where you'll find settings such as AI Agent Behavior, Welcome Message, Agent Transfer Conditions, and Additional Settings.
7. **Click AI Agent Behavior:**
   * AI Agent Behavior holds the AI's instructions and tone of voice. You can also add any key information the AI needs to know.
   * Add your instructions and important business information here.

     <div data-full-width="true"><img src="https://ajeuwbhvhr.cloudimg.io/colony-recorder.s3.amazonaws.com/files/2024-12-06/6f30f92b-f5ee-4f4c-a1b6-d1565566380d/screenshot.jpeg?tl_px=0,0&#x26;br_px=1714,1106&#x26;force_format=jpeg&#x26;q=100&#x26;width=1120.0" alt="" width="375"></div>
8. **Welcome Message:**
   * You can give your AI Agent a Welcome Message. It's sent only the first time a customer starts a chat.

     <img src="https://ajeuwbhvhr.cloudimg.io/colony-recorder.s3.amazonaws.com/files/2024-12-06/ed6b08c5-41ad-450f-84ba-e8a0e611eed7/screenshot.jpeg?tl_px=0,0&#x26;br_px=1614,622&#x26;force_format=jpeg&#x26;q=100&#x26;width=1120.0" alt="" width="375">
9. **Agent Transfer Conditions:**

   * These are the situations in which the AI hands the conversation over to you or another human agent.
   * They're useful when you need to process an order or give a customer extra help.
   * **(Optional) Stop AI After Handoff:** If you want the AI to stop replying once a transfer condition is met, tick **Stop AI After Handoff**. With this turned on, the AI won't respond any further after the conversation has been passed to a human agent.

   <img src="https://ajeuwbhvhr.cloudimg.io/colony-recorder.s3.amazonaws.com/files/2024-12-06/f32800c6-b420-41d0-9019-f2af9ede722a/screenshot.jpeg?tl_px=0,0&#x26;br_px=1476,638&#x26;force_format=jpeg&#x26;q=100&#x26;width=1120.0" alt="" width="375">
10. **Click Save AI Setting:**
    * When everything is set up the way you want, click the button to save your AI settings.
11. **Go to the Knowledge Source tab:**

    <figure><img src="https://3693109682-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZNZlvyOVkZXyd3pz2Cql%2Fuploads%2F5IoRk3k4qzpOHnRVrh0Y%2Fimage.png?alt=media&#x26;token=1276042c-df66-4b34-8aaf-8d635f72f2b4" alt="" width="375"><figcaption></figcaption></figure>

    * Knowledge Source is the collection of information, data and documents your AI draws on to find relevant answers.
    * Think of it as the AI's reference library: it uses this to answer questions, share information and analyze requests. Keep in mind that everything in Knowledge Source is treated as information only, not as instructions.
12. **Add your business information:**
    * Add your business details here, such as SOPs, FAQs and anything else your customers might ask about. This is what trains your AI chatbot.
    * The AI accepts PNG, JPG, JPEG, WEBP, PDF and MP4 files.

      <figure><img src="https://3693109682-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZNZlvyOVkZXyd3pz2Cql%2Fuploads%2F5ZVIXmcmRkGH4KeNvKHb%2Fimage.png?alt=media&#x26;token=bd8d8684-0898-4788-829c-6da05e4e8f2b" alt="" width="375"><figcaption></figcaption></figure>
13. **Sending images, videos and files:**
    * In Knowledge Source, write the image URL along with a short explanation of when to send it. For example:
      * "Send this cat picture to the customer: <https://images.pexels.com/photos/45201/kitty-cat-kitten-pet-45201.jpeg>"
14. **Click Save:**
    * Once you've added all your information and files, click **Save** to keep your settings.
15. **Go back to the General tab:**
    * You can try out your new AI Agent right away in the Chat Box on the right.

      <img src="https://ajeuwbhvhr.cloudimg.io/colony-recorder.s3.amazonaws.com/files/2024-12-06/bb7a10d6-f02e-45d2-ba7f-7825b5b7bee9/screenshot.jpeg?tl_px=0,0&#x26;br_px=1598,1432&#x26;force_format=jpeg&#x26;q=100&#x26;width=1120.0" alt="" width="375">

#### Still not sure about something? Watch the video tutorial below to see each step in action.

{% embed url="<https://youtu.be/p74ge59ZCU4>" %}
