Create an agent

You don’t need to write a prompt from scratch to create an AI agent. Go to AI Agents, describe in one sentence what you want it to do, answer a few questions and Treble generates the agent for you.

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Start with a description or a template

In the text box, write what you want your agent to do. The clearer you are, the fewer questions you’ll have to answer later. A good description includes:

• The goal: what the agent has to achieve.
• Who it talks to: prospects, existing customers, students, patients.
• What information it needs to collect: name, email, budget, product of interest.
• Where the conversation ends: hand off to sales, book an appointment, close the case.

For example: “We’re a company that sells online courses. I need an agent to qualify my prospective students, collect name, email and course of interest, and hand them off to the sales team.” If you’d rather start from something ready-made, pick one of the four templates and edit it: Below the text box you’ll find All your agents, the list of the agents you already created with their connected conversations and their last activity. From there you can search, edit or delete them.

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Answer the chat’s questions

Once you send your description, the chat will ask you questions to close the remaining gaps: what concrete outcome you expect, what data it should collect, which team to hand off to, what to do when the contact goes off topic. Some questions come with options to choose from and others expect you to type the answer. If none of the options fit, use Other… and explain it in your own words.

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Attach your own files

During the conversation you can attach files with the + button: a PDF with your catalog, a price list, a support script or your team’s frequently asked questions. Each file can be used in three ways, and the generator confirms which one it will apply:

• Conversation context: helps the generator understand your business while it builds the agent, but is not available during conversations with your customers.
• Knowledge base: stays saved in the agent so it can answer questions about its content.
• Both: used to build the agent and also kept in the knowledge base.

You can attach up to 5 files. If you want to add more material later, you can do it from the Knowledge base tab in the editor.

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Review the plan before generating

When the generator has everything it needs, it shows you a plan of what your agent will do: its purpose, the goal, the actions it will execute and the constraints it will respect. From there you have two paths:

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What you get at the end

When generation finishes you land in the editor with the agent already built:

• Name and description proposed from what you asked for.
• Complete instructions, with the tone, the scope, the steps and the edge cases.
• Suggested tools based on what the agent has to do.
• Knowledge base with the files you marked for that use.

Tools that need data from you are flagged as pending configuration. That’s the next step.

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Next steps