Getting Started with Agents¶

Create and deploy your first AI agent in 5 steps.

Step 1: Create Your Agent¶

Click Agents in sidebar
Click Create New Agent
Choose Wizard (recommended) or Detailed Setup
Name your agent
Pick an AI model

Tip

Use descriptive names like "Customer Support Bot" or "Sales Assistant"

Step 2: Add Knowledge¶

Train your agent with your content.

Available sources: - 📄 Documents (PDF, Word, text) - 🌐 Websites - 🎥 YouTube videos - ❓ Q&A pairs - 🗄️ Databases - 🛍️ Shopify stores

To add knowledge: 1. Go to Configure → Knowledge 2. Click Add 3. Choose source type 4. Upload or connect 5. Click Process

Processing takes a few minutes.

Why knowledge matters →

Step 3: Test Your Agent¶

Test before deploying to users.

Go to Configure → Test Chat
Ask sample questions
Check responses
Adjust knowledge or settings if needed
Test again until satisfied

Try these questions: - "What are your hours?" - "How do I return an item?" - "What's your pricing?"

Step 4: Configure Settings¶

Fine-tune your agent's behavior.

Key settings:

AI Model - GPT-4o-mini (recommended) - Balanced cost and quality - GPT-4o - Best quality, higher cost

System Message Define your agent's role:

You are a helpful customer support agent for Acme Corp.
Be friendly and professional. If you don't know something,
say so and offer to connect them with a human.

Temperature - Low (0.0-0.3) - Consistent, factual - Medium (0.4-0.7) - Balanced (recommended) - High (0.8-1.0) - Creative

Go to Configure → Advanced Settings to adjust.

Step 5: Deploy Your Agent¶

Add your agent to your website.

Go to Configure → Integrations → Widget
Generate a token
Copy the embed code
Paste before </body> in your HTML

Example code:

<script src="https://widget.brilio.ai/finch.js"></script>
<script>
  BrilioWidget.init({
    token: 'your-token-here',
    agentId: 'your-agent-uuid'
  });
</script>

Your agent is now live!

What's Next?¶

Monitor: Check Analytics for usage stats
Improve: Add more knowledge as needed
Scale: Create more agents for different tasks

Need Help?¶

📧 Email: support@brilio.ai
📚 Docs: docs.brilio.ai/technical