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Quick start: build your first agent
Go from nothing to a working, tested agent that can answer product questions and reply on Telegram. ~10 minutes. Each step links to the reference page with the details.
This quick start builds a conversational worker for ad-hoc tasks. When its job must run reliably again—across records, on a schedule, or after a supported event—use Claude or Codex to promote the process into a validated routine. The routine becomes the durable workflow; this agent can remain one of its workers.
At a glance
| Step | You do | Where |
|---|---|---|
| 1 | Claim a slot (or start from a ready-made agent) | Agents → New agent |
| 2 | Write the instructions | Agent → Settings → Instructions |
| 3 | Turn on the tools it needs | Agent → Settings → Tools |
| 4 | Attach knowledge (product catalog / FAQ) | Agent → Settings → Knowledge |
| 5 | Pick a model (optional) | New agent form / Agent → Settings → Model |
| 6 | Test it in chat | Agent → chat |
| 7 | Connect a channel (Telegram) | Agent → Channels |
In the app
Everything below lives under the Agents area of the dashboard: https://app.mychatbot.app/agents. The left sidebar has Chats, Tasks, Skills, Connectors, Knowledge, Agents, and Usage. Chats is the lobby — the front door where you describe a task and the Chief of Staff routes it to the right agent.
Steps
1. Claim a slot
Your workspace ships with a curated set of ready-made agents, each specialised for a different part of the business — you can customise the prompt, model, and tools on any of them. To build something fresh, claim one of your Custom Agent slots: a blank-canvas agent that's yours to name, model, tool up, and prompt. Your changes stay scoped to your account. → Build an agent
In the app
Agents → New agent (https://app.mychatbot.app/agents/new). Give it a name and description, pick a model, and (optionally) paste starter instructions. The form tells you how many slots you have left.
2. Write the instructions
The instructions are the agent's brief — who it is, what it does, its tone, and its rules. This is the single highest-leverage field. → Build an agent
3. Turn on the tools
Switch on the tools the agent should reach for. Off means the agent won't see them — it'll answer from memory and the conversation only. Common starters:
| Toggle | What the agent can do | When to use |
|---|---|---|
| Search the web | Run a web search and get back ranked results with snippets | It needs fresh info but doesn't know which page to open |
| Read a web page | Open a specific URL and read its contents | You (or it) already know the page to read |
| Think step by step | Add explicit reasoning steps before answering | On smaller/cheaper models — skip it on models that already reason internally (Claude Opus/Sonnet, Gemini) |
| Business knowledge | Search your attached knowledge sources (catalog, FAQ, Drive, Notion) | Any time the agent answers from your content |
See the full tool reference for every toggle.
In the app
Agent → Settings → Tools. Flip on only what the agent needs — every extra tool adds weight to its brief and gives it more ways to go wrong.
4. Attach knowledge
To answer product questions, give the agent your catalog:
- Load inventory — import a product feed, upload a spreadsheet, or add a file in the Knowledge base (https://app.mychatbot.app/knowledge-base). It becomes searchable product data. → Getting inventory in
- Point the agent at it — choose which sources the agent may search (your Drive, Notion, an open-web fallback, and any knowledge bases you've set up), then turn on Business knowledge. → Knowledge bases
Now the agent can run product search — semantic + keyword, filters, and images.
In the app
Pick an agent's sources under Agents → Knowledge (https://app.mychatbot.app/agents/knowledge). The same page shows what the agent has remembered about your account — grouped by category — and the corrections you've saved. Review or delete any entry there. → Memory
5. Pick a model (optional)
Every agent ships with a sensible default model — a movable default you can change on any agent. Pick from the model dropdown (GPT-5, Claude Opus, Gemini, Grok, and more); the default is marked in the list. Some models also let you choose how hard they think before answering. → Models & reasoning
6. Test it
Chat with the agent directly before exposing it. Ask the real questions your customers ask, including edge cases, and watch which tools it calls. Iterate on the instructions.
7. Connect a channel
Telegram is the only channel you connect directly to an agent, and it's the fastest: create a bot with BotFather, paste the token, done. → Connect Telegram.
(The website widget, WhatsApp, Instagram and the other messaging channels belong to the Sales Platform — use those to put a customer-facing sales assistant in front of customers, not an Agents-Platform agent.)
See also
- Understand the routine-first production model → Agents Platform operating model
- Automate it on a schedule → Tasks, crons & schedules
- Give it actions in your CRM / SaaS (external app connectors — HubSpot, Gmail, Slack, Notion, and more) → Custom connectors
- Package reusable behavior → Skills
- Turn a repeatable process into a validated workflow → Build routines with Claude or Codex
- When something misbehaves → Agents troubleshooting