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

  1. Open AI Agents Manager
  2. Select Channel
  3. Fill Basic Info
  4. Channel Setup
  5. AI Config
  6. Tools & Events
  7. Deploy Agent
  8. 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.

  1. Log in at fonada.ai.
  2. Click AI Agents in the left-side menu.
  3. The AI Agents Manager opens (fonada.ai/dashboard/agents).
  4. Click Create Agent (top-right).
Figure — AI Agents Manager: click Create Agent (top-right) to start the Agent Builder.

Top navigation tabs

TabDescription
AI AgentsMain view — list agents with status and quick actions.
PlaygroundTest and interact with agents in a sandbox.
ToolsView and manage all tools available to agents.
Tool LogsLogs of all tool calls made by agents.
Chat SummariesAI-generated summaries of past conversations.
Chat SessionsBrowse complete conversation history.
Media ManagerManage 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.

ChannelTypeDescription
Chat Bot (Text Only)TextText-based bot for web or app.
WhatsApp BusinessTextDeploy on WhatsApp for business conversations.
InstagramTextConnect with customers on Instagram Direct Messages.
Facebook MessengerTextEngage customers through Facebook Messenger.
Twitter / XTextRespond to mentions and direct messages on X.
LinkedInTextProfessional networking and business messaging.

How to select a channel

  1. Click the desired channel card — a green border and checkmark (✓) appears.
  2. Click Continue to Basic Info (blue button below the grid).
Figure — Choose Your Channel: select Chat Bot (Text Only) or another platform, then Continue to Basic Info.

03 — Configure basic information

After channel selection, the 4-step flow begins: Basic Info → Channel Setup → AI Config → Tools & Events.

Agent configuration progress bar

StepDescription
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.
FieldDetails
Bot Name *Required. Max 20 characters (e.g. botname).
Description TemplateDropdown — 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 MessageOptional 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

  1. Fill all required fields (marked with *).
  2. Click Next Step (bottom-right).
  3. Use Previous (bottom-left) to go back.
Figure — Agent Configuration Step 1 (Basic Info): bot name, description, conversation mode, first message.

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.

Figure — Agent Configuration Step 2 (Channel Setup): no additional config for Chat Bot (Text Only).

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

ProviderBest for
Fonadalabs (default)Optimized for Fonada platform — recommended starting point.
OpenAI (GPT-4o)Advanced reasoning, complex multi-turn conversations.
Google GeminiMultimodal capabilities, strong factual responses.
Azure OpenAIEnterprise deployments on Microsoft Azure.
Azure eastus2Azure East US 2 region-specific deployment.
GroqHigh-speed inference, ultra-fast response generation.

LLM temperature guide

ValueBehavior
0.2Focused, deterministic — customer support / factual Q&A.
0.5Balanced — general-purpose assistants.
0.8Creative — sales, engagement, conversational bots.
1.0Highly 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
  1. Fill LLM Provider, LLM Model, and System Prompt.
  2. Set Temperature and Token Limit as needed.
  3. Click Next Step to proceed to Tools & Events.
Figure — Agent Configuration Step 3 (AI Config): LLM provider, model, system prompt, temperature, token limit.

06 — Tools & events (capabilities)

Final configuration step (Step 4 of 4). All prior steps show green checkmarks. Configure tool integrations and capabilities.

TabDescription
MCP Platform ToolsBuilt-in platform tools (OCR, document processing, etc.).
Custom ToolsYour 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.

PlatformTool nameStatus
OCRDocument QAActive
OCRExtract ImageActive
OCRExtract PDFActive

How to enable a tool

  1. Check the checkbox next to the desired tool.
  2. The tool becomes active for your agent.
  3. Use search to filter by name.
  4. Click Refresh to reload from the platform.
Figure — Agent Configuration Step 4 (Tools & Events): enable MCP Platform Tools, then Update Agent.

07 — Knowledge base configuration

After creation, open Dashboard → Agent-Builder. The active agent name (e.g. botname (chatbot)) appears in the top bar.

MetricDescription
Total DocumentsNumber of documents added (default: 0).
Content ChunksText chunks indexed (default: 0).
Total SizeStorage used (default: 0 MB).
Last UpdatedTimestamp of last update (default: Never).

A green Connected indicator and Refresh Stats button appear on the panel.

Content input methods (tabs)

TabHow to use
TextEnter Title and paste/type Content.
URLEnter a webpage URL to scrape and index.
FileUpload PDF, DOCX, TXT, etc.
Q&AManually define question-answer pairs for FAQs.
SearchBrowse existing knowledge base content.
ManageView, edit, or delete entries.

Adding text content

  1. Click the Text tab.
  2. Enter an optional title.
  3. Paste or type content in the Content field.
  4. Click Add to Knowledge Base (purple button).
  5. Click Next Step to proceed to Deploy.
Figure — Knowledge Base: add text content, then click Add to Knowledge Base and Next Step.

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.

StageIndicator
Select ChannelGreen checkmark = Completed
Basic InfoGreen checkmark = Completed
Knowledge BaseGreen checkmark = Completed
Deploy (Step 04)Blue circle = Current / Active
Figure — Deploy Agent: Ready to Deploy Your Agent — click Deploy Agent to go live.
  1. Review all configuration (use Previous if needed).
  2. Click Deploy Agent (green, play icon).
  3. Agent status changes to Active in AI Agents Manager.
  4. 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.

FieldDetails
Webhook URLhttps://${SUPABASE_PROJECT_REF}.functions.supabase.co/agent_chat
bot_idUnique agent identifier (UUID).
API KeySecret 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.

Figure — Webhooks on agent card → Manage Webhook API Key: Create Key, cURL sample, request and response.

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

SettingDetails
Bot NameDisplay name in the chat header.
Logo URLURL to the bot logo image.
Logo Width (px)Width in pixels (default: 30).
Welcome MessageFirst message shown to the user.

Widget style

SettingDetails
PositionLeft or Right.
ShapeCircular (default) or Rectangular.
CTA Button IconIcon Picker or Custom Upload.

Colors & font

SettingDetails
Button ColorChat bubble CTA button (default: green).
Header ColorHeader bar background (default: green).
User Message ColorUser message bubble background.
Send Button ColorMessage send button color.
Background ColorChat window background (default: white).
Font ColorText 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.

Figure — Get Widget Code → Embed Chat Widget: copy script, download, Preview Widget on your site.

Customize appearance

Use the customize icon on the agent card to open branding, widget style, colors, and Live Preview.

Figure — Customize Chat Bot with Live Preview, branding, widget style, and Save Customization.

Saving customizations

  1. Make changes in the Customize Bot tab.
  2. Use Live Preview to see updates in real time.
  3. Configure Quick Buttons for pre-set reply options.
  4. Click Save Customization (green, full-width).
  5. 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