# Creating a Chat AI Agent

#### Overview

Creating a Chat AI Agent in Gallabox is a simple, wizard-driven process that takes you from setup to deployment in seconds. This guide walks you through each step of the creation flow.

#### Prerequisites

Before you begin, ensure you have:

* An active Gallabox account
* WhatsApp Business API connected (for WhatsApp channel) OR Instagram Business account connected (for Instagram channel)
* Your business website URL (optional but recommended for better personalization)
* Chat AI agent for **Instagram** can be created from **Growth Plan** onwards
* Chat AI agent for **WhatsApp** can be created from **Scale Plan** onwards

***

#### Step-by-Step Creation Flow

**Step 1: Start the Wizard**

1. Navigate to **AI Agents & Bots** in the primary navbar
2. Click on **"Create Agent"**
3. Select **"Chat AI Agent"** from the three options presented

> **Note**: You'll see three options - Bots (Workflow based agents), Chat AI Agent, and Voice AI Agent. Select Chat AI Agent for natural conversation capabilities.

<figure><img src="/files/fYNqRZGkRsbDDgnlF1Le" alt=""><figcaption></figcaption></figure>

***

**Step 2: Choose Your Industry**

Select your industry from the shown list. This helps the AI understand the context of your business.

**Available Industries Include:**

* Education
* Real Estate
* Travel
* Healthcare
* Financial
* Professional Services
* And more...

> **Tip**: If your industry isn't listed, you can type it in manually.

<figure><img src="/files/hBDU4pwfeyFTJKFwYRZD" alt=""><figcaption></figcaption></figure>

***

**Step 3: Select a Use Case**

Choose a pre-defined use case that matches your goal, or create your own from scratch:

| Use Case               | Description                                |
| ---------------------- | ------------------------------------------ |
| **Lead Qualification** | Capture and qualify potential customers    |
| **Sales Assistant**    | Guide customers through purchase decisions |
| **FAQ/Support**        | Answer common customer questions           |
| **Receptionist Agent** | Handle bookings and appointments           |
| **Build from scratch** | Build your own Agent for specific usecase  |

> **Note**: Each use case comes with pre-configured prompts optimized for that scenario.

<figure><img src="/files/SV2fDFzTDRCXgVtOZxcC" alt=""><figcaption></figcaption></figure>

***

**Step 4: Pick Your Channel**

Select the messaging channel for your Chat AI Agent to be deployed:

* **WhatsApp** - Deploy on WhatsApp Business API
* **Instagram** - Deploy on Instagram Direct Messages

> **Important**: Ensure the selected channel is already connected to your Gallabox account. You can verify this in Channel Settings.

***

**Step 5: Provide Business Information**

The AI needs to understand your business to provide accurate responses. You have two options:

**Option A: Website URL (Recommended)**

* Enter your business website URL
* The system will automatically scrape key information about your products, services, and brand
* This creates a more personalized and accurate AI agent

**Option B: Manual Description**

* Describe your business, products, and services in the text area
* Include key information like:
  * What your business does
  * Main products or services
  * Target audience
  * Unique selling points
  * Common customer queries

> **Tip**: The more detailed your description, the better the AI will perform.

<figure><img src="/files/KYaQyINOYQc1JGhBjCmm" alt=""><figcaption></figcaption></figure>

***

**Step 6: Generating AI agent**

1. Review all the information you've provided
2. Click **"Generate AI Agent"**
3. The system will create a tailored conversation flow based on your inputs

**What Happens Next:**

* The AI generates a custom prompt based on your inputs
* Default settings are applied (you can customize these later)

***

**Step 7: Test Your Agent**

Before going live:

1. Use the **Test** button to try conversations with your agent
2. Verify that responses are accurate and on-brand
3. Check that the agent understands your products/services correctly
4. Test edge cases and common customer scenarios

<figure><img src="/files/ub6IV5WD8jaUo8ySAoGC" alt=""><figcaption></figcaption></figure>

***

**Step 8: Deploy**

Once satisfied with testing:

1. Click **"Deploy"** to make your agent live
2. Once deployed go to the respective channel settings and Assign any incoming conversation to the agent.
3. Your Chat AI Agent is now ready to handle customer conversations!

***

#### Post-Creation Configuration

After creating your Chat AI Agent, you can further customize:

* **System Prompt**: Fine-tune the AI's personality and behavior
* **Knowledge Base**: Add additional business information
* **Fallback Messages**: Configure what happens when the AI can't answer
* **Handoff Settings**: Define when to transfer to human agents

#### Video Tutorial

Prefer watching to reading? Watch our step-by-step video tutorial:

[YouTube: Creating Your First Chat AI Agent](https://youtube.com/gallabox-chat-ai-agent)


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Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
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```

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The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

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