Creating an Agent

Learn how to create an Agent on your plan

What are AI Agents?

AI Agents in BotPenguin are designed to perform specific tasks, automate user interactions, and integrate seamlessly with your workflows. Creating your own AI Agent gives you complete control over the agent’s tone, capability, and the logic it follows—making your automation more intelligent, personalized, and scalable.

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Benefits of AI Agents

• Automate repetitive tasks and conversations.

• Personalize responses for better user experience.

• Integrate seamlessly with external systems and APIs.

• Scale operations without adding manual workload.

• Maintain consistent communication style and brand voice.

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How to Create an AI Agent

1. On the left-hand sidebar, click “Agents”.

2. Click the “Create Agent” button.

1. Choose whether to Build from Scratch or Select a Template:

   1. Build from Scratch: Click Next, then enter the prompt for your AI Agent.

   2. Select Template: Browse available pre-built templates and choose one.

1. Enter clear instructions defining your agent’s purpose.

   1. Example: “Help users schedule meetings in Google Calendar.”

For more information on the best practice to create an AI Agent, refer to the article HERE

1. Click “Create Agent” to complete the creation process.

1. To configure your agent further, open the Agent Personality and Instructions tab:

   1. Update the prompt, conversation flow instructions, and metadata.

   2. Set the agent’s communication style and personality.

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Installing an AI Agent on WhatsApp

1. Click “Install” on your AI Agent page.

1. Review the WhatsApp Bot Prerequisites and ensure all boxes are checked:

   1. Legally registered business

   2. Active phone number for hosting

   3. Website with a valid data/privacy policy

2. Click “Proceed”.

1. Choose your onboarding method:

   1. Continue with Facebook: Automated onboarding via Meta.

   2. Connect API Key: Manual integration for custom workflows.

1. For automated onboarding via Facebook:

   • Select the WhatsApp Business Portfolio and WhatsApp Business Account to host the agent.

   • Enter the phone number and verify ownership.

2. Complete the onboarding process to install the AI Agent on your selected WhatsApp number.

Your AI Agent is now fully operational and ready to interact with users via WhatsApp!

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FAQs

What is an AI Agent in BotPenguin?

AI Agents are specialized chatbots designed to perform specific tasks, automate interactions, and integrate with workflows.

Can I create an AI Agent from scratch?

Yes, you can build an AI Agent from scratch by entering a custom prompt and defining its instructions.

Can I use pre-built templates to create AI Agents?

Yes, BotPenguin provides templates for common use cases, which can be customized further.

How do I configure the agent’s personality?

Use the Agent Personality and Instructions tab to adjust communication style, metadata, and conversation flow.

Can I install my AI Agent on WhatsApp?

Yes, follow the WhatsApp installation steps to host your AI Agent on a verified WhatsApp Business number.

What prerequisites are needed for WhatsApp AI Agent installation?

You need a legally registered business, an active WhatsApp number, and a website with a valid privacy/data policy.

How do I verify my phone number for WhatsApp installation?

During the automated Facebook onboarding, enter your phone number and confirm ownership via SMS verification.

Can I discard an AI Agent creation process?

Yes, you can click the Discard button anytime before final creation to cancel the setup.

How do I test my AI Agent after creation?

Use the Test Flow feature or send messages to the bot to verify responses before going live.

Who can I contact for support?

If you encounter issues, write to [email protected]. Our team will respond within 48 business hours.

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If everything is correct and you are still unable to move forward, write to us at [email protected]. We will respond back within 48 business hours.