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An agent is your artificial-intelligence assistant: the virtual person who talks with your customers. Creating it takes a moment; after that you prepare it your way. The agent comes first, because channels are connected inside it.

What you will achieve

You will have an agent created in your account, and you will know which tab sets up each part of it.

Requirements

  • An Eva account with access to AI Agents

Create the agent

1

Go to AI Agents

In the menu on the left, go to AI Agents.
AI Agents list: Eva, active with its channels connected, and Nora, still without channels.

Your workspace's agent list, with the button to create another.

2

Create it

Select Create AI agent. Eva creates the agent and opens its Behavior tab.
3

Give it a name

The agent starts out with a temporary name. Select that name at the top of the screen, type the one you want, and save it.
The name Eva sits next to the back arrow to AI Agents and the pencil control that changes it.

The agent name sits in the top left, next to the pencil that makes it editable.

How to know it worked

The agent appears in the AI Agents list. When you open it, you see its setup tabs at the top: Behavior, Channels, Knowledge, Catalog, Tools, and Settings.
Eva workspace header with the Behavior, Channels, Knowledge, Catalog, Tools, and Settings tabs.

The agent's setup tabs, always at the top of its workspace.

Prepare it

These are the tabs that matter when you are starting out:

Behavior

Define how it greets people, what tone it uses, and what it should and should not do.

Knowledge

Give it your business information so it answers accurately.

Catalog

Connect your products so it can recommend them to your customers.

Channels

Connect it to WhatsApp, TikTok, a voice number, or your website. Connect Facebook and Instagram once in Settings → Integrations → Facebook and Instagram, where you choose the agent for each Page.
The other two tabs, Tools and Settings, come later: that is where you turn on the actions the agent can run and adjust its general configuration.
You do not have to make it perfect all at once. Start with the basics, test it, and adjust once you see how it replies.

If something goes wrong

That section depends on the permissions of your role. Ask an owner or administrator of your account to review your permissions in Settings, in the Members section.
Your subscription no longer has a free slot for another agent. Eva shows you the cost of the additional agent so you can confirm it before creating it.
The screen is still loading, or an agent is already being created. Wait a few seconds and try again.

Next steps

Give it knowledge

Connect it to WhatsApp