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By the end of this tutorial, you have a published agent, a shareable link, and your first conversation showing in Activity.
What you build: an agent with an AI Agent gambit, published as v1 and live on its own link. The build takes about 15 minutes and needs no code.
The agent above has been worked on for a while, so its AI Agent gambit carries renamed exit routes. A new one carries a single route named Complete.

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Before you start

  • You need an email address to create your account. Nothing else is required.
  • If your organization already exists, sign in and start from Step 2.

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Step 1: Set up your organization

1

Create your account

Open the dashboard. Enter your email address, or continue with Google. Select Sign up if you do not have an account yet.
You land on the Setup your organization screen.
2

Enter your organization details

Name and Phone number are both required. The phone country code starts on the country your connection comes from, and the dropdown changes it. The optional Logo takes an image of up to 10MB, and a square image works best.Continue stays disabled until the name is filled in and the phone number is valid. Select Continue.
The dashboard opens on the Agents list.

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Step 2: Create your first agent

Your new organization has no agents yet. The library shows a Create your first agent empty state instead of the full list.
1

Select New agent

The Create agent dialog opens.
2

Name the agent

The name must be between 3 and 50 characters. The description is optional.
3

Select Create agent

A message confirms the agent was created, and the builder opens.

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Step 3: Build the flow in the builder

The builder has three areas. The Gambit Types palette sits on the left, the flow fills the center, and an editor panel opens on the right. Gambits are the steps of the conversation, and edges connect them.
1

Find the AI Agent gambit in the palette

The palette groups gambits into AI Agents, Input Types, Flow Control, Integrations, and Handoff.
2

Drag AI Agent onto the flow

An AI Agent gambit answers end users on its own, from the instructions you give it.
3

Connect the AI Agent gambit

A new agent starts with Start, Welcome, and End already connected. Drag the edge from Welcome to the AI Agent gambit. Then connect the AI Agent gambit to End.A new AI Agent gambit carries one exit route named Complete, so its edge to End takes that label.
4

Select the gambit and write its instructions

The gambit editor panel opens on the right. Under Instructions, an empty gambit reads No instructions configured. Select Edit to open the prompt dialog. Describe what the agent helps end users with, then close the dialog.
5

Select Save

The Unsaved changes indicator in the panel header clears.

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Step 4: Test your agent

1

Select Test in the toolbar

The Test Mode panel opens and prompts you to Press Run to start the conversation flow.
2

Select Run and send a few messages

The panel runs the flow as saved in the builder. The Variables section fills in as the flow captures values. Expand the Event Log to see each step.
The builder shows the run as it happens. The gambit the conversation has reached is outlined, and the edges it took stay lit.

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Step 5: Publish

Publishing promotes your draft to the live version that end users get.
1

Select Publish in the toolbar

The Publish Agent dialog opens. When your draft is already live the button is disabled, and its tooltip reads No changes to publish.
2

Optionally name the version

Version name and What changed in this version? are both optional. The Pre-publish validation panel reports any issues in the flow.
3

Select Publish v1

If you have not validated the flow, the button shows a warning and changes to Publish v1 anyway. Select it again.
The dialog shows Published Successfully. Your agent is now live.

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Step 6: Open your live agent

Your published agent has its own hosted chat page. It needs no code and opens in any browser.
1

Open the live chat page

Select the external-link icon at the right end of the toolbar. Its tooltip reads Open agent. The page opens in a new tab.
2

Have a short conversation as an end user

This creates your first live conversation.
3

Share the link

In the builder sidebar, select Distribute, then the Agent Link tab. Copy the link there, or download the QR Code as SVG or PNG.

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Step 7: See the conversation in Activity

1

Open Activity for your agent

The timeline lists your agent’s conversations. Your live conversation appears here.
2

Open the conversation

Follow the flow step by step to see how the agent handled it.

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What you built

You created an agent, built its flow in the builder, and ran it in Test Mode. You published it as v1, opened its live chat page, and found the conversation in Activity.

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Next steps

Builder basics

Go deeper on gambits, edges, and the palette.

Create a knowledge base

Give your agent content to answer from.

Embed the widget

Put the agent on your own site.

Invite your team

Add members and grant live-chat seats.