How to Create an AI Agent in ZazzyAgent
ZazzyAgent AI Agents are designed to handle customer conversations with a defined responsibility.
Instead of creating one AI that tries to do everything, you can create focused agents such as:
Sales Agent
Customer Support Agent
Lead Qualification Agent
Order Status Agent
Appointment Agent
This guide explains how to create your first one.
Before creating an AI Agent
Prepare three things:
1. Decide what the agent is responsible for
Keep the responsibility narrow.
Good:
Help customers choose the right products and answer pre-purchase questions.
Less useful:
Handle everything related to the company.
2. Prepare your business knowledge
Collect the information the agent will need.
For a sales agent this might include:
Product descriptions
Pricing
Product specifications
Size information
Delivery information
Return policy
Frequently asked questions
3. Decide which actions the agent needs
Only give the agent actions it actually needs.
A product sales agent may need:
Product search
Lead label
Custom-field saving
A support agent may need:
Order lookup
Human assignment
Internal notes
Solving conversations
Create the AI Agent
The current underlying AI Agent interface uses an AI Agents area with a Create Agent option, followed by agent configuration fields.
In ZazzyAgent, open the AI Agent section and choose the option to create a new agent.
You will configure the agent's basic information.
Give the agent a clear name
Use a name that describes its responsibility.
Good examples:
Sales Agent
Support Agent
Order Status Agent
Lead Qualification Agent
Appointment Agent
Avoid vague names such as:
AI 1
Bot
Assistant
New Agent
A clear name becomes even more useful when you eventually create multiple agents.
Add a description
The description should explain what the agent handles.
Example:
Handles product questions, recommendations and pre-purchase sales conversations.
Another:
Handles order status, shipping, returns and customer support requests.
Keep the description focused.
Write the System Prompt
The System Prompt is where you define the agent's behavior.
At minimum, tell it:
Who it is
What it is responsible for
Who it serves
How it should communicate
What information it should collect
How it should use knowledge
When it should use actions
What it must not do
When it should transfer to a human or another agent
The current AI Agent documentation uses the System Prompt as the central configuration for the agent's role, behavior, data collection, knowledge use and actions.
Connect the right knowledge source
Select the knowledge source that contains the information this agent needs.
Don't connect unrelated information simply because it is available.
For example:
Sales Agent knowledge
Products
Sizes
Pricing
Shipping
Returns
Promotions
Support Agent knowledge
Order policy
Shipping policy
Returns
Refunds
Support FAQs
The knowledge source provides information; the System Prompt tells the agent how that information should be used.
Add only the actions the agent needs
Suppose you are creating a Sales Agent.
It might need:
Save lead information
Add interested-lead label
Recommend products
It does not necessarily need:
Cancel orders
Giving an agent unnecessary capabilities makes your automation harder to control.
Save the agent
Save the configuration.
At this point, the agent has been created.
That does not necessarily mean it is already handling customer conversations.
Enable the agent
The current underlying platform has a separate Agent Configuration area where agents are enabled and routing is configured.
Open your agent configuration and make sure the agent is active for the intended channel/bot.
If you are using multiple agents, configure how conversations should reach the correct agent.
Test the agent
Do not immediately send traffic to it without testing.
Try questions from the real customer perspective.
For a Sales Agent:
Do you have black shirts?
What size should I buy?
How much is this?
Can I return it?
I want something under ₹2,000.
Then test unexpected questions:
Where is my previous order?
I want to talk to a human.
Hello
Thanks
???
The agent should respond appropriately in every case.
A simple first-agent setup
For your first test, keep it simple.
Agent name
Sales Agent
Responsibility
Help customers choose products and answer pre-purchase questions.
Knowledge
Product information + shipping + returns.
Actions
Product recommendation + lead label + custom-field saving.
Handoff
Transfer order issues to the support agent.
This gives you a manageable first AI Agent that you can improve before building a much more advanced setup.
When should you create another AI Agent?
Create another agent when the task requires a different responsibility, knowledge source or workflow.
For example:
Sales Agent → Support Agent
The customer starts by asking about a product.
Later they ask:
Where is my order?
That is no longer a sales question.
A specialized setup can transfer the conversation to an Order or Support Agent.
This type of specialized multi-agent workflow is supported by the underlying AI Agent system.
Final checklist
Before enabling your agent:
[ ] Name is clear
[ ] Responsibility is specific
[ ] System Prompt is complete
[ ] Correct knowledge source is connected
[ ] Only required actions are available
[ ] Human handoff is defined
[ ] Agent is enabled
[ ] Test conversations are complete