Creating an Agent

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.

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.

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.”

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.

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!

FAQs

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.