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Creating an Agent

This guide walks you through creating your first AI agent in PropPilot.

Prerequisites​

Before creating an agent, you should have:

  • Completed the onboarding process
  • An Owner or Admin role (only Owners and Admins can create and configure agents)

Step-by-Step Guide​

Step 1: Navigate to Agents​

  1. Click Agents in the sidebar
  2. Click the Create Agent button (top right)

Step 2: Basic Information​

Fill in the agent details:

FieldDescriptionExample
NameA descriptive name for your agent"Property Sales Assistant"
DescriptionWhat this agent does"Handles inquiries about residential properties"
Naming Convention

Use descriptive names that help your team understand what each agent does. This is especially useful when you have multiple agents.

Step 3: Save as Draft​

After entering the basic information:

  1. Click Create Agent
  2. The agent is created in Draft state
  3. You'll be redirected to the agent details page

Agent Details Page​

After creation, you'll see the agent details with several tabs:

Overview Tab​

Shows basic agent information and current status.

Configuration Tab​

Where you set up the agent's behavior (covered in Configuring an Agent).

Channels Tab​

Where you enable the agent on different messaging channels (covered in Agent Channels).

Activity Tab​

Shows recent activity and logs for this agent.

Agent Status​

Your new agent starts in Draft status. The status indicator shows:

  • 🟡 Draft - Not active, being configured
  • 🟢 Active - Live and responding to messages
  • ⏸️ Paused - Temporarily disabled

Changing Status​

To change the agent status:

  1. Go to the agent details page
  2. Click the status dropdown
  3. Select the new status
Before Going Active

Make sure you have:

  • Connected at least one channel
  • Uploaded relevant knowledge documents
  • Tested the agent's responses

Editing an Agent​

To edit an existing agent:

  1. Go to Agents in the sidebar
  2. Click on the agent you want to edit
  3. Make your changes
  4. Click Save

Deleting an Agent​

To delete an agent:

  1. Go to the agent details page
  2. Click the Delete button
  3. Confirm the deletion
Permanent Action

Deleting an agent is permanent. All configuration and logs associated with the agent will be removed.

What's Next?​

Now that you've created an agent, let's configure its behavior:

Configuring an Agent →