Setting up an AI agent used to mean jumping between AgentFlow and Flow Builder. Now, the new AI Agent Setup walks you through the whole process in three steps: Create, Configure, and Deploy.
In the first Create step, the new template gallery gives you a head start. Instead of starting from scratch, you choose a preconfigured template with the Playbook instruction already mapped out, then customize it to make it your own.
The Configure step is where your agent takes shape. You can:
- Add knowledge sources— upload files, index URLs, add real-time web search references, or write custom Q&A sets so the agent knows exactly what to say.
- Write your Playbook— the instructions your agent follows, with rich text formatting and slash commands to trigger SleekFlow actions, like adding labels.
- Test before you go live— use the Playground to chat with your agent directly or run batch tests, with visibility into how each answer was generated so you can tune your setup.
The Deploy step lets you assign your agent to one or more channels, set its active hours, and define what happens when it needs to hand off — whether that's a timeout or a customer asking for a human. Each exit condition can trigger follow-up actions like assigning to a team member.