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This guide takes you through the first setup flow: create an Agent, add Knowledge Sources, train it, tune Behaviour, and prepare a Channel.

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What you will learn

  • How to create a new Agent from the dashboard
  • How to add Text and Q&A Knowledge Sources
  • How to start training and test the result
  • How to prepare the Web Channel for launch

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Before you start

Sign in to the Agenvik dashboard and open Agents from the sidebar. If your workspace has reached its active agent limit, archive an unused agent or review your subscription before creating another one.
Agenvik agents list placeholder

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Step 1: Create an Agent

  1. Open Agents.
  2. Click the create button in the page header.
  3. Enter a clear agent name, such as Sales Support Agent or Product FAQ Agent.
  4. Save the Agent.
Create agent dialog placeholder
Use one Agent per distinct use case. This keeps knowledge, behaviour, leads, and analytics easier to understand later.

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Step 2: Add Knowledge Sources

Open the Agent and find Knowledge Sources. Agenvik currently supports:
  • Text: free-form content, policies, instructions, product notes, or FAQs written as rich text.
  • Q&A: structured question-and-answer pairs for exact responses and common customer questions.
Click Add, choose the source type, add a title, and save the content.
Empty knowledge sources placeholder
Add text source placeholder
Add Q&A source placeholder

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Step 3: Train the Agent

After at least one Knowledge Source is ready, click Train. Agenvik queues ready sources and indexes them for the Agent.
Train agent dialog placeholder
Training uses your plan’s daily training limit. If the button is disabled, check whether the Agent is locked, whether any sources are ready, or whether today’s training runs are already used.

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Step 4: Tune Behaviour

Use Behaviour to define how the Agent should answer.
  • System Prompt: the Agent’s role and core instructions
  • Tone: friendly, professional, or neutral
  • Verbosity: short, balanced, or detailed
  • Fallback Message: what the Agent says when it cannot answer
  • Guardrails: boundaries for topics, claims, or escalation rules
Behaviour settings placeholder

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Step 5: Configure the Web Channel

Use Channel to control the web chat experience. Set the display name, subtitle, welcome message, input placeholder, and primary color.
Web channel settings placeholder
The preview on the right side of the Agent page helps you check the greeting, color, and input text before launch.

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Step 6: Review the Agent

Before you share the Agent, ask test questions that reflect real visitors:
  • A simple question directly covered by a Knowledge Source
  • A question with multiple possible meanings
  • A question outside your business scope
  • A lead-intent question, if Lead Generation is enabled

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Next steps

Improve answer quality

Learn practical ways to improve knowledge, behaviour, and testing.

Install the web widget

Add the Agent to your website once it is ready for visitors.