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
Navigate to AI Agents & Bots in the primary navbar
Click on "Create Agent"
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.
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.
Step 3: Select a Use Case
Choose a pre-defined use case that matches your goal, or create your own from scratch:
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.
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.
Step 6: Generating AI agent
Review all the information you've provided
Click "Generate AI Agent"
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:
Use the Test button to try conversations with your agent
Verify that responses are accurate and on-brand
Check that the agent understands your products/services correctly
Test edge cases and common customer scenarios
Step 8: Deploy
Once satisfied with testing:
Click "Deploy" to make your agent live
Once deployed go to the respective channel settings and Assign any incoming conversation to the agent.
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:
Last updated