AI Agent Creation Guide
Complete step-by-step documentation for creating, configuring, and deploying an AI Agent on the Fonada Console — channel selection, basic configuration, AI setup, knowledge base, deployment, webhook integration, and chat widget customization.
Console URL: fonada.ai/dashboard/agents
Complete flow — 8 steps
- Open AI Agents Manager
- Select Channel
- Fill Basic Info
- Channel Setup
- AI Config
- Tools & Events
- Deploy Agent
- Widget / Webhook / Customize
01 — Open AI Agents Manager
Log in to the Fonada Console and open AI Agents from the left menu. The AI Agents Manager lets you create, manage, and deploy agents across all channels.
- Log in at fonada.ai.
- Click AI Agents in the left-side menu.
- The AI Agents Manager opens (
fonada.ai/dashboard/agents). - Click Create Agent (top-right).
Top navigation tabs
| Tab | Description |
|---|---|
| AI Agents | Main view — list agents with status and quick actions. |
| Playground | Test and interact with agents in a sandbox. |
| Tools | View and manage all tools available to agents. |
| Tool Logs | Logs of all tool calls made by agents. |
| Chat Summaries | AI-generated summaries of past conversations. |
| Chat Sessions | Browse complete conversation history. |
| Media Manager | Manage media files (images, audio, etc.). |
Page actions
- Create Agent — opens Agent Builder (top-right).
- Manage Tools — configure platform tools.
- Search agents by name — filter the agent list.
- Filter by Channel — All Channels dropdown.
- Showing X of X — total agent count.
Agent card information
- Status badge — Active (green) or Inactive.
- Channel badge — e.g. Chat Bot.
- Direction badge — INBOUND / OUTBOUND / FLOW.
- Agent name, description, created/updated dates, Agent ID.
- Quick actions: Edit, Analytics, Delete, Widget Code, Webhooks, Active toggle.
02 — Select deployment channel
After Create Agent, the Agent Builder shows Choose Your Channel — select where you want to deploy your AI agent.
| Channel | Type | Description |
|---|---|---|
| Chat Bot (Text Only) | Text | Text-based bot for web or app. |
| WhatsApp Business | Text | Deploy on WhatsApp for business conversations. |
| Text | Connect with customers on Instagram Direct Messages. | |
| Facebook Messenger | Text | Engage customers through Facebook Messenger. |
| Twitter / X | Text | Respond to mentions and direct messages on X. |
| Text | Professional networking and business messaging. |
How to select a channel
- Click the desired channel card — a green border and checkmark (✓) appears.
- Click Continue to Basic Info (blue button below the grid).
03 — Configure basic information
After channel selection, the 4-step flow begins: Basic Info → Channel Setup → AI Config → Tools & Events.
Agent configuration progress bar
| Step | Description |
|---|---|
| Basic Info (Step 1) | Agent details — active first (blue circle). |
| Channel Setup (Step 2) | No config needed for Chat Bot channel. |
| AI Config (Step 3) | Prompts & LLM settings. |
| Tools & Events (Step 4) | Capabilities and tool integrations. |
| Field | Details |
|---|---|
| Bot Name * | Required. Max 20 characters (e.g. botname). |
| Description Template | Dropdown — prebuilt templates or Custom Description. |
| Description * | Required. Max 400 characters. Describes the bot purpose. |
| Agent Conversation Mode * | Required. LLM-based Agent (recommended) or flow-based. |
| First Message | Optional greeting when the conversation starts (e.g. hi). |
Description templates available
- Customer Support Bot
- Sales Assistant
- Appointment Scheduler
- FAQ Bot
- Onboarding Guide
- Custom Description (recommended for full control)
Agent conversation mode
LLM-based Agent (recommended) — AI-powered conversational model using Large Language Models.
Proceeding to next step
- Fill all required fields (marked with *).
- Click Next Step (bottom-right).
- Use Previous (bottom-left) to go back.
04 — Channel setup
The progress bar advances to Channel Setup (Step 2). For Chat Bot (Text Only), no additional configuration is required — the label shows No config needed.
05 — AI configuration (prompts & LLM)
Configure the intelligence and behavior of your agent — the most important step in the wizard.
- LLM Provider * — e.g. Fonadalabs.
- LLM Model * — e.g. 3.5 / 35B.
- System Prompt * — behavior and personality (max 5000 words).
- LLM Temperature — randomness (lower = more focused).
- Token Limit — max tokens per response (e.g. 20000).
LLM provider options
| Provider | Best for |
|---|---|
| Fonadalabs (default) | Optimized for Fonada platform — recommended starting point. |
| OpenAI (GPT-4o) | Advanced reasoning, complex multi-turn conversations. |
| Google Gemini | Multimodal capabilities, strong factual responses. |
| Azure OpenAI | Enterprise deployments on Microsoft Azure. |
| Azure eastus2 | Azure East US 2 region-specific deployment. |
| Groq | High-speed inference, ultra-fast response generation. |
LLM temperature guide
| Value | Behavior |
|---|---|
| 0.2 | Focused, deterministic — customer support / factual Q&A. |
| 0.5 | Balanced — general-purpose assistants. |
| 0.8 | Creative — sales, engagement, conversational bots. |
| 1.0 | Highly variable — use with caution. |
System prompt example
You are a professional customer support assistant. Always answer politely and globally. Provide accurate information. If you do not know the answer, ask the user for more details. Maximum supported length: 5,000 words
- Fill LLM Provider, LLM Model, and System Prompt.
- Set Temperature and Token Limit as needed.
- Click Next Step to proceed to Tools & Events.
06 — Tools & events (capabilities)
Final configuration step (Step 4 of 4). All prior steps show green checkmarks. Configure tool integrations and capabilities.
| Tab | Description |
|---|---|
| MCP Platform Tools | Built-in platform tools (OCR, document processing, etc.). |
| Custom Tools | Your own custom API integrations and webhooks. |
MCP platform tools
Use the search bar to find tools by name or click Refresh to reload the list.
| Platform | Tool name | Status |
|---|---|---|
| OCR | Document QA | Active |
| OCR | Extract Image | Active |
| OCR | Extract PDF | Active |
How to enable a tool
- Check the checkbox next to the desired tool.
- The tool becomes active for your agent.
- Use search to filter by name.
- Click Refresh to reload from the platform.
07 — Knowledge base configuration
After creation, open Dashboard → Agent-Builder. The active agent name (e.g. botname (chatbot)) appears in the top bar.
| Metric | Description |
|---|---|
| Total Documents | Number of documents added (default: 0). |
| Content Chunks | Text chunks indexed (default: 0). |
| Total Size | Storage used (default: 0 MB). |
| Last Updated | Timestamp of last update (default: Never). |
A green Connected indicator and Refresh Stats button appear on the panel.
Content input methods (tabs)
| Tab | How to use |
|---|---|
| Text | Enter Title and paste/type Content. |
| URL | Enter a webpage URL to scrape and index. |
| File | Upload PDF, DOCX, TXT, etc. |
| Q&A | Manually define question-answer pairs for FAQs. |
| Search | Browse existing knowledge base content. |
| Manage | View, edit, or delete entries. |
Adding text content
- Click the Text tab.
- Enter an optional title.
- Paste or type content in the Content field.
- Click Add to Knowledge Base (purple button).
- Click Next Step to proceed to Deploy.
08 — Deploy agent
Final stage when setup is complete. Channel badge (e.g. Chat Bot Text Only) and Active Agent: botname (chatbot) appear in the top bar.
| Stage | Indicator |
|---|---|
| Select Channel | Green checkmark = Completed |
| Basic Info | Green checkmark = Completed |
| Knowledge Base | Green checkmark = Completed |
| Deploy (Step 04) | Blue circle = Current / Active |
- Review all configuration (use Previous if needed).
- Click Deploy Agent (green, play icon).
- Agent status changes to Active in AI Agents Manager.
- Agent is live via Widget, Webhook, or API.
09 — Manage webhook API key
Open the Webhooks action on an agent card to integrate with external applications.
| Field | Details |
|---|---|
| Webhook URL | https://${SUPABASE_PROJECT_REF}.functions.supabase.co/agent_chat |
| bot_id | Unique agent identifier (UUID). |
| API Key | Secret key for authentication (e.g. agent_…). |
- Refresh Key — generates a new API key (invalidates the old one).
- Delete Key — permanently removes the current key.
- Manage API Keys — view all keys for the agent.
Sample cURL request
curl -X POST \
https://${SUPABASE_PROJECT_REF}.functions.supabase.co/agent_chat \
-H "x-api-key: agent_YOUR_API_KEY" \
-H "Content-Type: application/json" \
-d '{
"bot_id": "YOUR_BOT_ID",
"message": "Hello",
"session_id": "optional",
"app_key": "optional"
}'Response body
{
"reply": "Hello! How can I help you today?",
"session_id": "generated-uuid-for-session",
"llm_provider": "openai",
"llm_model": "gpt-4o"
}On the agent card, click Webhooks, then Create Key in the dialog to generate your API key.
10 — Customize chat bot & embed widget
Use the customize icon on an agent card to open Customize Chat Bot — tabs Customize Bot and Quick Buttons, with a Live Preview panel on the right.
Bot branding
| Setting | Details |
|---|---|
| Bot Name | Display name in the chat header. |
| Logo URL | URL to the bot logo image. |
| Logo Width (px) | Width in pixels (default: 30). |
| Welcome Message | First message shown to the user. |
Widget style
| Setting | Details |
|---|---|
| Position | Left or Right. |
| Shape | Circular (default) or Rectangular. |
| CTA Button Icon | Icon Picker or Custom Upload. |
Colors & font
| Setting | Details |
|---|---|
| Button Color | Chat bubble CTA button (default: green). |
| Header Color | Header bar background (default: green). |
| User Message Color | User message bubble background. |
| Send Button Color | Message send button color. |
| Background Color | Chat window background (default: white). |
| Font Color | Text color inside the chat window (default: black). |
Font Settings — configure font size and family for the chat widget.
Embed chat widget
From the agent card, click Get Widget Code to open Embed Chat Widget — copy the script, paste before </body>, download the script, or use Preview Widget.
Customize appearance
Use the customize icon on the agent card to open branding, widget style, colors, and Live Preview.
Saving customizations
- Make changes in the Customize Bot tab.
- Use Live Preview to see updates in real time.
- Configure Quick Buttons for pre-set reply options.
- Click Save Customization (green, full-width).
- Optionally click Download Script for updated embed code.
Important notes & best practices
The Fonada AI Agent Builder provides a structured workflow for deploying AI-powered chatbots across multiple channels. By following the steps in this guide, you can configure intelligent agents for customer support, sales automation, and engagement.
For further assistance, click Docs in the Fonada Console header or visit fonada.ai for support resources.
— End of document — AI Agent Setup Documentation · Version 1.0