Creating a New Agent

An Agent is your AI-powered assistant. Creating one takes just a name and a type, and you can run as many Agents as you need for different jobs. This article shows you how to create an Agent and points you to the settings you'll want to review next.

Before You Start

You can usually run more than one Agent, each with its own purpose, knowledge, and channels (the exact number depends on your subscription). For example, you might run a Guest Agent for in-stay questions and a separate Booking Agent to drive reservations. Knowledge lives in Places, which you assign to each Agent, so several Agents can share the same knowledge.

Creating the Agent

1. In the sidebar, open Agents and click Overview.
2. Click Create Agent in the top right.
3. Enter a Name. This is how you'll recognize the Agent in your lists.
4. Choose an Agent Type (see the types below).
5. Click Create.

That's it. Your Agent is created, and you land on its detail page where you set everything else up.

Choosing an Agent Type

The Agent Type sets the Agent's role and shapes how it behaves out of the box. Pick the one that matches the job you have in mind:

• Guest Agent: helps your guests during their stay with accurate answers from your knowledge. This is the right choice for most properties.
• Booking Agent: guides guests toward a booking, answering questions about rooms, services, and policies along the way.

You can change the type later in the Agent's settings, so it's not a one-way decision.

What You'll Find on the Agent

After you create an Agent, its detail page shows tiles for everything you can configure:

• Preview chat: test the Agent yourself. See Testing Your Agent with Preview.
• Places: assign the knowledge this Agent should use. See Assigning Places to an Agent.
• Settings: the Agent's name, display name, tone, and response length (below).
• Instructions: custom guidance to fine-tune behavior. For how to use these well (and the mistakes to avoid), see How the Agent Works.
• Features: capabilities like Human Handover and Quick Actions.
• Website Integration and Channel Integrations: connect the Agent to your website or WhatsApp.

Settings Worth Reviewing First

Open the Settings tile to set the basics:

• Display Name: the name guests see in the chat (separate from the internal Name).
• Tone of Voice: choose Casual or Formal.
• Response Length: choose Brief or Detailed.
• Max Interactions Count: how many turns a single Conversation can run.

For deeper control, open the Instructions tile and add Custom Instructions in markdown to extend the Agent's built-in behavior.

What's Next

• Assigning Places to an Agent -- give your Agent the knowledge it needs
• Agent Settings to Review Before Going Live -- the full pre-launch checklist
• Testing Your Agent with Preview -- try your Agent before guests do
• Understanding Your Agent's Knowledge: Places and Resources -- the mental model behind what your Agent knows