How to create
Go to the Agents section
In the Timely.ai sidebar menu, click Agents. Click the + New agent button in the upper corner of the page.
Select manual creation
In the choice dialog that appears, click Create manually. You will be taken directly to the configuration form, bypassing the conversational flow.
Set the internal name
In the Name field, write the agent’s internal identifier. This name appears to your team in logs, reports, and the agent list — it is not shown to the end customer. Use something descriptive like “L1 Technical Support” or “Inbound Sales BR”.
Define the agent's objective
In the Objective field, describe in one or two sentences what the agent should do. This text feeds the initial prompt automatically generated by the platform as a starting point.Examples:
- “Handle customers in post-sale, respond about order status, and initiate exchange processes.”
- “Qualify inbound leads, collect name, email, and budget before passing to the sales team.”
Configure the basic options
Three behavior options are available in the creation form:
| Option | What it does |
|---|---|
| Transfer to human | Allows the agent to forward conversations to an attendant |
| Use emojis | The agent can include emojis in responses |
| Split responses | Long messages are broken into smaller blocks (recommended for WhatsApp) |
Next steps after creation
With the agent created, configure the details in the available tabs:Model and parameters
Choose the provider, the LLM model, and adjust temperature and effort for the use case.
System prompt
Write or refine the prompt with the advanced editor, version history, and AI improvement.
Training
Add documents, websites, and Q&A to the agent’s knowledge base.
Internal chat
Test the agent before publishing it to any external channel.