How to Create an Agent in Myndy

This comprehensive guide will walk you through the process of creating your first AI agent in Myndy.

Getting Started

Creating an AI agent in Myndy is simple and straightforward. Follow these steps to get your agent up and running.

Step 1: Create a workspace (if you haven't already)

Login/Signup to your Myndy account
Navigate to the main application
To create a new workspace, click the plus sign + & follow the following steps. It will ask for a workspace name & adding project descriptions. Figure 1: Creating a new workspace in Myndy

Step 2: Access the Agent Creation Page

After creating a workspace, you will be redirected to the workspace dashboard
Navigate to the "Agents" section in the sidebar
Click on "+ New Agent" button to start creating your agent
Provide a name for your agent and select a template or start from scratch
Then click "Create Agent" to proceed to the configuration Page Figure 2: Creating a new agent in Myndy

Step 3: Configure Basic Settings

Agent Name

Choose a descriptive name for your agent that reflects its purpose:

Example: "Customer Support Agent" or "Sales Assistant"

Agent Description

Provide a clear description of what your agent does:

This agent helps customers with product inquiries, 
order tracking, and general support questions.

Step 3: Set Up Agent Personality

Tone and Style

Choose how your agent should communicate:

Professional - Formal and business-like
Friendly - Casual and approachable
Technical - Detailed and precise
Empathetic - Understanding and supportive

Language Settings

Select the primary language for your agent:

English
Spanish
French
German
And more...

Step 4: Configure Knowledge Base

Add Knowledge Sources

You can add knowledge to your agent in multiple ways:

1. Upload Files

Upload documents that contain information your agent should know:

PDF files
Word documents
Text files
CSV files

2. Add URLs

Provide website URLs for your agent to learn from:

https://yourwebsite.com/faq
https://yourwebsite.com/products
https://yourwebsite.com/support

3. Manual Text Entry

Directly input information:

Our business hours are Monday to Friday, 9 AM to 5 PM EST.
We offer free shipping on orders over $50.
Returns are accepted within 30 days of purchase.

Step 5: Voice Configuration (Optional)

If you want your agent to handle voice calls:

Select Voice

Choose from various voice options:

Male/Female voices
Different accents
Various speaking speeds

Voice Settings

Configure voice parameters:

Speed: Slow, Normal, Fast
Pitch: Low, Medium, High
Volume: Adjust speaking volume

Conversation Flow

Define how your agent handles conversations:

Greeting Message: First message users see
Fallback Responses: What to say when unsure
Closing Message: End of conversation message

Voice Settings Figure 3: Configuring settings for your agent

Step 7: Testing Your Agent

Before deploying, test your agent:

Click on widget in the preview section
Have a conversation with your agent (both voice & text)
Check if responses are accurate
Verify knowledge base integration
While testing, if response is not satisfactory, go back to knowledge base or settings to make necessary adjustments. You may change the Agent Behavior, Knowledge Base or Voice Settings.

Step 8: Deploy Your Agent

Once you're satisfied with testing:

Before deploying, make sure you tested the agent thoroughly. if agent responses are not satisfactory, go back to knowledge base or settings to make necessary adjustments. You may change the Agent Behavior, Knowledge Base or Voice Settings.
Now copy the code snippent of the widget from widget section.

For website integration:

<script
      src="https://widget.myndy.ai/myndy-convai-widget.es.js"
      type="module"
      async
    ></script>
    <myndy-convai
      agent_id="agent_1764611335__3*****"
    ></myndy-convai>